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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
Harris Associates
1801
Harris Associates
Illinois
$272K +$237K +1,066 New
LHC
1802
Little House Capital
Massachusetts
$272K +$237K +1,066 New
DTC
1803
Davidson Trust Company
Washington
$271K -$3.33K -15 -1%
CSM
1804
CAMG Solamere Management
North Carolina
$271K
MAM
1805
McLean Asset Management
Virginia
$270K +$5.56K +25 +2%
CBFP
1806
Cedar Brook Financial Partners
Ohio
$269K -$104K -469 -31%
LWM
1807
Liberty Wealth Management
California
$269K
SIAP
1808
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$269K +$12.7K +57 +6%
RMCM
1809
Reynders McVeigh Capital Management
Massachusetts
$268K -$55.6K -250 -19%
PFA
1810
Pettinga Financial Advisors
Indiana
$268K -$2.22K -10 -0.9%
SFWC
1811
Strategic Family Wealth Counselors
New Jersey
$268K +$7.33K +33 +3%
BWL
1812
Bogart Wealth LLC
Virginia
$268K +$92.2K +415 +65%
NICM
1813
Neo Ivy Capital Management
New York
$268K +$94.7K +426 +68%
LIM
1814
Loudon Investment Management
New Hampshire
$267K
BCP
1815
Blue Chip Partners
Michigan
$267K +$33.1K +149 +17%
PCG
1816
Private Capital Group
Connecticut
$266K -$39.6K -178 -15%
LCM
1817
LCM Capital Management
Illinois
$265K -$11.6K -52 -5%
BOH
1818
Bank of Hawaii
Hawaii
$264K -$64.7K -291 -22%
SC
1819
Saybrook Capital
North Carolina
$264K
SW
1820
StrongBox Wealth
Missouri
$264K +$3.33K +15 +1%
KMC
1821
Kirr Marbach & Co
Indiana
$264K +$230K +1,037 New
CA
1822
Continuum Advisory
Idaho
$264K +$233K +1,050 New
CIC
1823
Chilton Investment Company
Connecticut
$263K
NS
1824
Newman & Schimel
Illinois
$263K +$12K +54 +6%
FC
1825
Ferris Capital
Massachusetts
$262K -$356K -1,601 -61%

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.