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Boeing
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Overview Fund Activity

2,464 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 437 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
+284
Holders Change %
+13.03%
% of All Funds
36.12%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
437
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.4B
3
Jennison Associates
Jennison Associates
New York
$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$896M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.56B

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$59M
2
Newport Trust Company
Newport Trust Company
District of Columbia
$8.44B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$23.6M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$10.7M
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$10.4M +$1.88M +7,204 +22%
Lido Advisors
327
Lido Advisors
California
$10.2M +$3.07M +11,759 +43%
KBC Group
328
KBC Group
Belgium
$10.2M +$359K +1,378 +4%
UCFA
329
United Capital Financial Advisors
Texas
$10.2M -$8.07M -30,970 -44%
PWP
330
Principle Wealth Partners
Connecticut
$10.1M +$10.7K +41 +0.1%
CTC
331
Central Trust Company
Missouri
$10.1M -$427K -1,639 -4%
Allspring Global Investments
332
Allspring Global Investments
North Carolina
$10.1M -$809K -3,103 -7%
BRWA
333
B. Riley Wealth Advisors
Florida
$10M -$667K -2,557 -6%
TW
334
TritonPoint Wealth
Maryland
$10M +$10M +38,514 New
SFA
335
Sequoia Financial Advisors
Ohio
$10M +$4.93M +18,896 +97%
SG Americas Securities
336
SG Americas Securities
New York
$10M +$3.57M +13,702 +56%
AAS
337
Avantax Advisory Services
Texas
$10M +$425K +1,629 +4%
Franklin Resources
338
Franklin Resources
California
$9.99M +$345K +1,325 +4%
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$9.99M -$82.4K -316 -0.8%
RJT
340
Raymond James Trust
Florida
$9.98M +$1.49M +5,699 +17%
MWM
341
Mission Wealth Management
California
$9.94M +$331K +1,268 +3%
SHGA
342
Sand Hill Global Advisors
California
$9.85M +$64.6K +248 +0.7%
EWA
343
EP Wealth Advisors
California
$9.67M -$1.56M -5,993 -14%
SF
344
Summit Financial
New Jersey
$9.67M +$1.07M +4,086 +12%
SFS
345
Sowell Financial Services
Arkansas
$9.62M +$282K +1,081 +3%
GAM
346
Griffin Asset Management
New York
$9.55M -$43K -165 -0.4%
CG
347
Cutler Group
California
$9.54M +$2.18M +8,359 +30%
LSA
348
L & S Advisors
California
$9.54M +$9.22M +35,374 +2,881%
WMC
349
Westwood Management Corporation
Illinois
$9.49M -$13.3M -51,150 -58%
Financial Engines Advisors
350
Financial Engines Advisors
California
$9.38M +$663K +2,545 +8%
12 13
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