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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
BFC
1776
Blue Fin Capital
Rhode Island
$285K +$249K +1,121 New
PHS
1777
Pekin Hardy Strauss
Illinois
$283K
RWM
1778
Reston Wealth Management
Virginia
$282K -$15.3K -69 -6%
LOAMS
1779
Lombard Odier Asset Management (Switzerland)
Switzerland
$282K +$246K +1,106 New
GWM
1780
GSB Wealth Management
Connecticut
$282K +$246K +1,108 New
HCM
1781
Hengehold Capital Management
Ohio
$282K +$246K +1,109 New
ZIC
1782
ZWJ Investment Counsel
Georgia
$282K +$246K +1,109 New
NJBEST
1783
New Jersey Better Educational Savings Trust
New Jersey
$280K
BCA
1784
Berman Capital Advisors
Georgia
$280K +$22.9K +103 +10%
FNWM
1785
Financial Network Wealth Management
Utah
$279K
KCA
1786
Karn Couzens & Associates
Connecticut
$279K
TIAM2
1787
Tru Independence Asset Management 2
Oregon
$279K +$43.1K +194 +22%
CG
1788
CFO4Life Group
Texas
$278K +$18.2K +82 +8%
WOSD
1789
WFA of San Diego
California
$277K +$2.22K +10 +0.9%
OR
1790
Olympiad Research
Connecticut
$276K -$87.6K -394 -27%
FSCM
1791
Front Street Capital Management
Montana
$276K
IP
1792
Isthmus Partners
Wisconsin
$276K
AA
1793
Aufman Associates
Pennsylvania
$275K
SCM
1794
Sterneck Capital Management
Missouri
$273K
BFPW
1795
BOK Financial Private Wealth
Colorado
$273K +$26K +117 +12%
GG
1796
Gleason Group
Kentucky
$273K +$108K +485 +83%
WWM
1797
WT Wealth Management
Arizona
$272K -$24.9K -112 -9%
HIP
1798
Harrell Investment Partners
Texas
$272K -$2.22K -10 -0.9%
HFS
1799
Hantz Financial Services
Michigan
$272K +$54.5K +245 +30%
ABTD
1800
Arvest Bank Trust Division
Oklahoma
$272K +$237K +1,066 New

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.