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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
CWM
1926
Chronos Wealth Management
Florida
$213K +$186K +836 New
TFM
1927
TFC Financial Management
Massachusetts
$212K
HS
1928
Horan Securities
United States
$211K +$109K +492 +146%
FCA
1929
FinTrust Capital Advisors
South Carolina
$210K -$4.67K -21 -2%
LBC
1930
Lawrence B. Cohen
$209K -$36.7K -165 -17%
CWC
1931
Carolinas Wealth Consulting
North Carolina
$209K +$6.45K +29 +4%
DS
1932
DRW Securities
Illinois
$209K +$182K +821 New
RG
1933
Retirement Group
California
$208K -$75.6K -340 -29%
CBT
1934
Central Bank & Trust
Kentucky
$208K -$7.11K -32 -4%
MRG
1935
Milestone Resources Group
British Virgin Islands
$208K +$57.6K +259 +46%
SCM
1936
Stordahl Capital Management
Colorado
$207K +$180K +812 New
AC
1937
Alley Company
Illinois
$207K +$181K +813 New
CMP
1938
Courage Miller Partners
Virginia
$207K +$181K +814 New
WAM
1939
WNY Asset Management
New York
$207K +$181K +816 New
PGA
1940
Portland Global Advisors
Maine
$206K +$179K +807 New
SIC
1941
Shoker Investment Counsel
Ohio
$206K +$180K +808 New
WWM
1942
Windsor Wealth Management
Indiana
$206K +$180K +809 New
HA
1943
Hamel Associates
New Jersey
$205K +$179K +805 New
OC
1944
Oarsman Capital
Wisconsin
$205K +$179K +806 New
CIP
1945
Cornerstone Investment Partners
Georgia
$204K -$75.6K -340 -30%
ATFA
1946
All Terrain Financial Advisors
Minnesota
$204K +$178K +800 New
WCAMG
1947
Woodard & Company Asset Management Group
North Carolina
$204K +$178K +800 New
CIA
1948
Cascade Investment Advisors
Oregon
$204K
CFP
1949
Curran Financial Partners
South Carolina
$203K +$177K +796 New
RPG
1950
Resource Planning Group
Georgia
$202K +$176K +793 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.