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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
MUMSS
2201
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$95K -445 Closed
RA
2202
Rational Advisors
New York
-$95K -445 Closed
BWM
2203
Birchcreek Wealth Management
Ohio
-$94K -440 Closed
ED
2204
Exane Derivatives
France
-$91K -425 Closed
BDWCC
2205
B&D White Capital Company
Texas
-$74K -350 Closed
VCG
2206
Vantage Consulting Group
Virginia
-$75K -349 Closed
SFG
2207
Sowa Financial Group
Rhode Island
-$72K -338 Closed
CTFG
2208
Capstone Triton Financial Group
Oklahoma
-$64K -300 Closed
DWM
2209
Defined Wealth Management
Oregon
-$62K -291 Closed
BWA
2210
Burt Wealth Advisors
Maryland
-$53K -249 Closed
BSSFA
2211
Baron Silver Stevens Financial Advisors
Florida
-$44K -209 Closed
HGWM
2212
Harvest Group Wealth Management
Massachusetts
-$43K -200 Closed
CWM
2213
Curi Wealth Management
North Carolina
-$37K -176 Closed
T2I
2214
Turim 21 Investimentos
Brazil
-$37K -173 Closed
KCM
2215
Kathmere Capital Management
Pennsylvania
-$33K -153 Closed
HIM
2216
Hillsdale Investment Management
Ontario, Canada
-$30K -140 Closed
AIA
2217
Arcadia Investment Advisors
Idaho
-$29.3K -137 Closed
PS
2218
Planned Solutions
California
-$23K -107 Closed
MS
2219
Marshall & Sullivan
Washington
-$463 -99 Closed
BHWM
2220
Bay Harbor Wealth Management
Maryland
-$19K -87 Closed
IA
2221
IFS Advisors
Kansas
-$13K -63 Closed
MCM
2222
McMillion Capital Management
North Carolina
-$9K -40 Closed
FAM
2223
Fred Alger Management
New York
-$7K -35 Closed
CT
2224
Clearstead Trust
Maine
-$7K -31 Closed
CYG
2225
Clean Yield Group
Vermont
-$6K -26 Closed

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.