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Boeing
BA

Overview Fund Activity

1,752 hedge funds and large institutions have $51.9B invested in Boeing in 2020 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 713 increasing their positions, 802 reducing their positions, and 521 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
-419
Holders Change %
-19.3%
% of All Funds
38.7%
Holding in Top 10
38
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-67.24%
% of All Funds
0.84%
New
134
Increased
713
Reduced
802
Closed
521
Calls
$4.29B
Puts
$5.17B
Net Calls
-$886M
Net Calls Change
+$1.33B

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$714M
2
Capital World Investors
Capital World Investors
California
+$596M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$470M
4
Newport Trust Company
Newport Trust Company
District of Columbia
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.56B
2
JFA
Johanson Financial Advisors
California
-$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$420M
4
UBS Group
UBS Group
Switzerland
-$322M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
926
M&R Capital Management
New Jersey
$767K -$2.25M -15,098 -75%
CHA
927
Carmichael Hill & Associates
Maryland
$767K +$16.1K +108 +2%
DAM
928
Diamant Asset Management
Connecticut
$767K +$50.7K +340 +7%
SCG
929
Sonata Capital Group
Washington
$765K +$298 +2 +0%
SFA
930
Souders Financial Advisors
Ohio
$761K +$761K +5,101 New
AFS
931
Access Financial Services
Minnesota
$757K -$38.5K -258 -5%
CWS
932
Cypress Wealth Services
California
$756K +$86.5K +580 +13%
TFA
933
Toth Financial Advisory
Virginia
$753K -$94.7K -635 -11%
DLA
934
Douglas Lane & Associates
New York
$752K -$83.8K -562 -10%
MCM
935
Manchester Capital Management
Vermont
$750K – – –
GIA
936
Gladstone Institutional Advisory
Florida
$749K +$514K +3,449 +219%
PT
937
Plimoth Trust
Massachusetts
$748K -$165K -1,108 -18%
FHA
938
Flagship Harbor Advisors
Massachusetts
$748K +$226K +1,517 +43%
RMAM
939
Raab & Moskowitz Asset Management
New Jersey
$747K -$589K -3,954 -44%
PWP
940
Private Wealth Partners
California
$746K -$5.71M -38,335 -88%
AC
941
Alexandria Capital
Virginia
$746K -$1.05M -7,070 -59%
WCG
942
Weaver Consulting Group
California
$746K -$22.8K -153 -3%
AFS
943
Amtrust Financial Services
New York
$746K – – –
SCM
944
Shelton Capital Management
Colorado
$743K -$417K -2,800 -36%
ISB
945
Iowa State Bank
Iowa
$743K -$15.4K -103 -2%
BA
946
Bristlecone Advisors
Washington
$743K +$20.4K +137 +3%
GC
947
Garde Capital
Washington
$742K -$69.6K -467 -9%
DWT
948
Dorsey & Whitney Trust
South Dakota
$741K -$93.4K -626 -11%
1W
949
1776 Wealth
Georgia
$738K +$527K +2,576 +250%
PA
950
Parallel Advisors
California
$737K -$160K -1,078 -18%
36 37
38
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