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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
FMC
1951
First Merchants Corp
Indiana
$202K +$177K +795 New
SFG
1952
StrategIQ Financial Group
Indiana
$200K +$174K +785 New
PWM
1953
Prentice Wealth Management
New York
$196K +$171K +769 New
PB
1954
Pinnacle Bancorp
Nebraska
$195K +$12K +54 +8%
PP
1955
PrairieView Partners
Minnesota
$194K
WA
1956
Wealth Advisors
California
$185K +$176K +790 New
BWM
1957
Baystate Wealth Management
Massachusetts
$183K +$33.1K +149 +26%
AW
1958
Avion Wealth
Texas
$182K -$44.5K -200 -22%
ARMC
1959
American Research & Management Company
Massachusetts
$181K
ETI
1960
Enterprise Trust & Investment
California
$178K
CMA
1961
Cedar Mountain Advisors
Oregon
$178K +$44.5K +200 +40%
RCG
1962
Rock Creek Group
District of Columbia
$173K +$91.6K +412 +154%
ZB
1963
Zions Bancorporation
Utah
$172K +$21.1K +95 +16%
WLPWM
1964
Walled Lake Planning & Wealth Management
Illinois
$171K +$104K +470 +235%
SFPG
1965
Stonebridge Financial Planning Group
Florida
$169K -$36.2K -163 -19%
BFC
1966
Bedel Financial Consulting
Indiana
$167K -$21.3K -96 -13%
MAWCM
1967
Mine & Arao Wealth Creation & Management
California
$166K
FFA
1968
Freedman Financial Associates
Massachusetts
$163K
DWP
1969
Destiny Wealth Partners
Florida
$160K -$17.3K -78 -11%
PVH
1970
Psagot Value Holdings
Israel
$155K +$50.9K +229 +60%
HWM
1971
HighMark Wealth Management
Minnesota
$152K
LSV Asset Management
1972
LSV Asset Management
Illinois
$152K
CCA
1973
Column Capital Advisors
Indiana
$148K +$88.2K +397 +216%
WAS
1974
Winch Advisory Services
Wisconsin
$144K +$22.2K +100 +22%
FMTCOCP
1975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K -$26K -117 -18%

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.