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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
AA
1876
ALPS Advisors
Colorado
$239K -$8.89K -40 -4%
BST
1877
Bath Savings Trust
Maine
$239K
VBFG
1878
Vishria Bird Financial Group
Tennessee
$238K
JBA
1879
Johnson Bixby & Associates
Washington
$238K +$208K +934 New
VR
1880
Viridian RIA
Washington
$237K +$206K +929 New
BPCE
1881
Bank Pictet & Cie (Europe)
Germany
$237K +$207K +930 New
VCM
1882
Vision Capital Management
Oregon
$236K -$89.1K -401 -30%
HAIM
1883
Hunter Associates Investment Management
Pennsylvania
$236K -$11.1K -50 -5%
NFP
1884
Narus Financial Partners
Utah
$234K +$204K +920 New
BW
1885
Bison Wealth
Georgia
$234K +$204K +920 New
FBB
1886
Fulton Breakefield Broenniman
Maryland
$233K -$95.6K -430 -32%
TF
1887
Trek Financial
Arizona
$233K +$203K +913 New
NCM
1888
Noesis Capital Mangement
Florida
$232K +$202K +909 New
HWM
1889
Hemington Wealth Management
Virginia
$231K +$202K +907 New
TFS
1890
TrustCore Financial Services
Tennessee
$230K -$14.9K -67 -7%
M
1891
MOTCO
Texas
$230K -$13.3K -60 -6%
TF
1892
Tompkins Financial
New York
$230K
JWM
1893
JGP Wealth Management
Oregon
$230K +$200K +901 New
FMP
1894
Financial Management Professionals
Texas
$229K +$4.22K +19 +2%
AWM
1895
Act Wealth Management
Texas
$229K +$199K +897 New
LCS
1896
Levin Capital Strategies
New York
$228K +$199K +894 New
PWA
1897
Phoenix Wealth Advisors
North Carolina
$227K
RGC
1898
Roberts, Glore & Co
Illinois
$227K +$198K +892 New
SVWAG
1899
Sound View Wealth Advisors Group
Georgia
$226K -$64.9K -292 -25%
CTB
1900
Country Trust Bank
Illinois
$226K +$44.5K +200 +29%

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.