We are live on ! Find out more

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
BL
1901
Balentine LLC
Georgia
$225K +$197K +885 New
CI
1902
CX Institutional
Indiana
$223K +$44.2K +199 +29%
DMC
1903
Drexel Morgan & Co
Pennsylvania
$223K +$194K +875 New
MA
1904
MJP Associates
Connecticut
$223K +$195K +876 New
RRWA
1905
Rainey & Randall Wealth Advisors
Florida
$222K +$194K +872 New
CWA
1906
Clearview Wealth Advisors
Oregon
$220K -$16K -72 -8%
GAM
1907
Gemmer Asset Management
California
$220K +$41.3K +186 +27%
TS
1908
Tamar Securities
California
$220K +$192K +864 New
TFA
1909
Teamwork Financial Advisors
Texas
$219K -$105K -472 -35%
GTAM
1910
Global Trust Asset Management
Florida
$219K +$154K +693 +413%
FFA
1911
Fi3 Financial Advisors
Indiana
$218K +$190K +854 New
AWM
1912
Atticus Wealth Management
Florida
$217K +$17.8K +80 +10%
CASB
1913
Cape Ann Savings Bank
Massachusetts
$217K +$189K +850 New
WAM
1914
Winslow Asset Management
Ohio
$217K +$189K +850 New
NDSI
1915
Newman Dignan & Sheerar Inc
Rhode Island
$216K +$189K +849 New
VCM
1916
Versant Capital Management
Arizona
$215K -$65.8K -296 -26%
TCM
1917
Telos Capital Management
California
$215K -$56.7K -255 -23%
TFGT
1918
TS Financial Group (TSFG)
Illinois
$215K -$17.6K -79 -9%
BFA
1919
Beacon Financial Advisory
Ohio
$215K +$188K +844 New
EA
1920
Elm Advisors
California
$214K
FMB
1921
Field & Main Bank
Kentucky
$214K +$156K +700 +500%
EPWM
1922
Essex Private Wealth Management
Massachusetts
$214K +$186K +839 New
UWPG
1923
Ullmann Wealth Partners Group
Florida
$214K +$187K +840 New
GWM
1924
Greenhouse Wealth Management
Connecticut
$213K
JWM
1925
Janiczek Wealth Management
Colorado
$213K +$445 +2 +0.2%

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.