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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
MLFP
2076
MPS Loria Financial Planners
Illinois
$23K
LAIC
2077
Lederer & Associates Investment Counsel
California
$22.9K +$20K +90 New
EI
2078
Ellevest Inc
New York
$20K -$3.33K -15 -16%
IWP
2079
IAG Wealth Partners
Wisconsin
$20K
HI
2080
Human Investing
Oregon
$19K +$6K +27 +56%
Q
2081
QVR
California
$17K +$15.1K +68 New
FPFS
2082
First Personal Financial Services
North Carolina
$15K
BCM
2083
Blume Capital Management
California
$13K
YAL
2084
Your Advocates Ltd
Texas
$13K
BDWM
2085
Brewin Dolphin Wealth Management
Ireland
$12.7K -$2K -9 -15%
SL
2086
Savior LLC
Massachusetts
$12K
SC
2087
Solstein Capital
California
$10K +$9.11K +41 New
CAM
2088
CenterStar Asset Management
Illinois
$9K
MFA
2089
McClarren Financial Advisors
Pennsylvania
$9K
SSC
2090
Syverson Strege & Co
Iowa
$9K
FWM
2091
Filbrandt Wealth Management
Wisconsin
$9K +$7.56K +34 New
BBHC
2092
Brown Brothers Harriman & Co
New York
$6.5K -$30.5K -137 -0.5%
SFA
2093
Semmax Financial Advisors
North Carolina
$6K
LWA
2094
Lenox Wealth Advisors
New York
$6K +$222 +1 +5%
CIA
2095
CSat Investment Advisory
Michigan
$6K +$667 +3 +14%
AWC
2096
Abundance Wealth Counselors
Pennsylvania
$6K +$5.11K +23 New
SWP
2097
ShoreHaven Wealth Partners
New Jersey
$6K +$5.33K +24 New
FBT
2098
First Bank & Trust
South Dakota
$5K
LAS
2099
Lloyd Advisory Services
Georgia
$5K
HWM
2100
Holloway Wealth Management
Florida
$4K

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.