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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
DAM
1851
Draper Asset Management
New York
$251K +$219K +987 New
GFP
1852
Gryphon Financial Partners
Ohio
$250K +$218K +982 New
SICM
1853
Sustainable Insight Capital Management
New York
$249K
TCWM
1854
Total Clarity Wealth Management
Illinois
$249K +$3.11K +14 +1%
ODG
1855
O'Dell Group
Ohio
$248K
VFPI
1856
Vantage Financial Partners (Illinois)
Illinois
$248K
SA
1857
Shilanski & Associates
Alaska
$248K +$216K +972 New
SFA
1858
Souders Financial Advisors
Ohio
$248K +$216K +972 New
CCM
1859
Carlson Capital Management
Minnesota
$248K +$216K +974 New
PIM
1860
Perpetual Investment Management
Australia
$247K
CHA
1861
Cooper/Haims Advisors
New York
$246K -$49.6K -223 -19%
PWMG
1862
Prestige Wealth Management Group
New Jersey
$245K -$5.11K -23 -2%
MF
1863
Montis Financial
Massachusetts
$244K -$99.8K -449 -32%
4WM
1864
44 Wealth Management
Oregon
$244K
HIM
1865
Hanlon Investment Management
New Jersey
$243K
KLWA
1866
Kelly Lawrence W & Associates
California
$243K +$106K +475 +99%
BG
1867
Bahl & Gaynor
Ohio
$242K
RW
1868
REDW Wealth
New Mexico
$242K
CFG
1869
Compton Financial Group
Maryland
$242K +$211K +950 New
SNB
1870
Security National Bank
Nebraska
$242K +$211K +950 New
LD
1871
Lipe & Dalton
New York
$241K
BA
1872
Bluesphere Advisors
Pennsylvania
$241K +$210K +945 New
RWA
1873
River Wealth Advisors
Pennsylvania
$240K -$445K -2,004 -68%
LSC
1874
Lesa Sroufe & Co
Washington
$240K
NCM
1875
Nelson Capital Management
California
$240K

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.