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2,114 hedge funds and large institutions have $80.3B invested in Boeing in 2021 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 897 increasing their positions, 732 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 113

43% more funds holding in top 10

Funds holding in top 10: 4463 (+19)

23% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 732

20% more capital invested

Capital invested by funds: $66.9B → $80.3B (+$13.3B)

18% more call options, than puts

Call options by funds: $11.9B | Put options by funds: $10.1B

4% more funds holding

Funds holding: 2,0382,114 (+76)

1.24% less ownership

Funds ownership: 55.35%54.11% (-1.2%)

Holders
2,114
Holders Change
+76
Holders Change %
+3.73%
% of All Funds
37.12%
Holding in Top 10
63
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+43.18%
% of All Funds
1.11%
New
209
Increased
897
Reduced
732
Closed
113
Calls
$11.9B
Puts
$10.1B
Net Calls
+$1.81B
Net Calls Change
+$1.76B
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
1726
CMG Global Holdings
Texas
$313K +$273K +1,230 New
CA
1727
Claro Advisors
Massachusetts
$312K +$26.7K +120 +11%
BCA
1728
Bray Capital Advisors
Florida
$311K
TAM
1729
Tucker Asset Management
Colorado
$311K -$256K -1,150 -49%
BMWM
1730
Brown Miller Wealth Management
Virginia
$310K -$222 -1 -0.1%
LGA
1731
Lebenthal Global Advisors
New York
$309K -$31.3K -141 -10%
LCM
1732
LVM Capital Management
Michigan
$309K +$11.1K +50 +4%
BDS
1733
Banco de Sabadell
Florida
$308K -$60K -270 -18%
AOWM
1734
Alpha Omega Wealth Management
Virginia
$308K
HWMA
1735
Heritage Wealth Management (Arizona)
Arizona
$308K +$269K +1,210 New
FAN
1736
Financial Advisors Network
California
$307K +$3.11K +14 +1%
ICA
1737
Infrastructure Capital Advisors
New York
$306K +$267K +1,201 New
TIM
1738
Total Investment Management
Arizona
$305K -$74.7K -336 -14%
Cohen & Steers
1739
Cohen & Steers
New York
$304K -$13.1K -59 -5%
TWM
1740
Tolleson Wealth Management
Texas
$304K
FC
1741
Forte Capital
New York
$304K +$2.67K +12 +1%
MHR
1742
Matthew Hamilton Rosenberg
$304K +$10.2K +46 +4%
B
1743
Bailard
California
$303K -$6.45K -29 -2%
EFL
1744
ERn Financial LLC
Wisconsin
$302K +$19.1K +86 +8%
NHC
1745
Nicholas Hoffman & Company
Georgia
$301K -$224K -1,006 -46%
AWM
1746
Accel Wealth Management
Iowa
$301K
TIA
1747
Tiemann Investment Advisors
California
$300K +$22.7K +102 +9%
FUBT
1748
First United Bank & Trust
Maryland
$299K -$14K -63 -5%
CCT
1749
Capital City Trust
Florida
$298K -$3.33K -15 -1%
JFA
1750
JNBA Financial Advisors
Minnesota
$298K +$11.1K +50 +4%

BA Hedge Fund Activity: Q1 2021 in Review

2,114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2021, worth a combined $80.3B — up 20% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new BA positions and 113 closed out — a net gain of 96 holders — while 897 added to existing stakes and 732 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Newport Trust Company, cutting an estimated $757M.

  • 2,114 institutional investors held Boeing (BA) as of Q1 2021, up from 2,038 in Q4 2020.
  • Funds reported $80.3B of Boeing stock for Q1 2021, up 20% quarter-over-quarter.
  • 209 funds opened new Boeing positions in Q1 2021 and 113 closed out, a net change of +96 holders.
  • The largest Boeing buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Boeing seller in Q1 2021 was Newport Trust Company, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2021.