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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
NCMW
1826
Northern Capital Management (Washington)
Washington
$262K
AIS
1827
AM Investment Strategies
Tennessee
$262K +$229K +1,029 New
CFAM
1828
Center For Asset Management
Florida
$261K -$33.3K -150 -13%
CT
1829
Coastline Trust
Rhode Island
$261K -$11.1K -50 -5%
SFM
1830
Signet Financial Management
New Jersey
$261K +$15.6K +70 +7%
MCM
1831
MV Capital Management
Maryland
$261K +$24.9K +112 +12%
JAM
1832
Jupiter Asset Management
United Kingdom
$261K +$228K +1,026 New
AIA
1833
Angeles Investment Advisors
California
$260K
KS
1834
Karpas Strategies
Connecticut
$259K
FM
1835
Family Management
New York
$258K -$165K -742 -42%
AWA
1836
ARS Wealth Advisors
Florida
$258K -$19.6K -88 -8%
RFG
1837
Range Financial Group
Oregon
$258K +$225K +1,013 New
VWM
1838
Valley Wealth Managers
New Jersey
$257K -$5.11K -23 -2%
PWA
1839
Providence Wealth Advisors
Illinois
$256K
AIA
1840
Armor Investment Advisors
North Carolina
$256K +$223K +1,004 New
EA
1841
Emerald Advisors
Washington
$256K +$223K +1,005 New
NG
1842
NatWest Group
United Kingdom
$255K -$835K -3,757 -79%
BIM
1843
Bridgecreek Investment Management
Oklahoma
$255K
SFSIG
1844
San Francisco Sentry Investment Group
California
$255K
DWM
1845
Dorchester Wealth Management
Quebec, Canada
$255K +$222K +1,000 New
TC
1846
Trilogy Capital
California
$255K +$222K +1,001 New
NC
1847
NinePointTwo Capital
California
$254K
JPG
1848
Jordan Park Group
California
$254K +$221K +996 New
CA
1849
Commerzbank Aktiengesellschaft
Germany
$253K
BAM
1850
Berkshire Asset Management
Pennsylvania
$252K +$220K +988 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.