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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
SAS
2001
Stelac Advisory Services
New York
$118K +$103K +465 New
LGWM
2002
Litman Gregory Wealth Management
California
$116K -$55.6K -250 -35%
JPLA
2003
Joseph P. Lucia & Associates
New York
$113K -$6.67K -30 -6%
FI
2004
FormulaFolio Investments
Michigan
$112K -$5.18M -23,296 -98%
DAM
2005
Delta Asset Management
Tennessee
$112K +$45.6K +205 +87%
CWP
2006
Concord Wealth Partners
Virginia
$106K -$7.11K -32 -7%
MRCM
2007
M&R Capital Management
New Jersey
$101K -$55.6K -250 -38%
WWM
2008
Wolff Wiese Magana
California
$100K +$1.56K +7 +2%
SFP
2009
Sterling Financial Planning
New Jersey
$99K -$32.9K -148 -28%
FRA
2010
Front Row Advisors
California
$96K +$222 +1 +0.3%
MAM
2011
McCarthy Asset Management
California
$91K +$5.56K +25 +8%
PCFFS
2012
Pacific Center for Financial Services
California
$89K -$54.7K -246 -41%
EAM
2013
Erste Asset Management
Austria
$88.4K +$5.56K +25 +8%
LWANC
2014
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K
ETC
2015
Exchange Traded Concepts
Oklahoma
$88K +$21.3K +96 +38%
NC
2016
NewSquare Capital
Pennsylvania
$85K
PP
2017
Pacifica Partners
Canada
$85K
SLF
2018
Sun Life Financial
Ontario, Canada
$81K +$445 +2 +0.6%
DTIM
2019
Danda Trouve Investment Management
Kansas
$80K -$8.89K -40 -11%
CQS
2020
Credential Qtrade Securities
$79K
CWM
2021
Cranbrook Wealth Management
Michigan
$78K
KFI
2022
Key Financial Inc
Pennsylvania
$76K
MIM
2023
Macroview Investment Management
Maryland
$76K
EP
2024
Elkhorn Partners
Nebraska
$76K +$66.7K +300 New
EWM
2025
Elmwood Wealth Management
California
$76K +$66.7K +300 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.