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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 %
RIA
951
Realta Investment Advisors
Delaware
$736K -$96.1K -645 -12%
FHA
952
First Horizon Advisors
Tennessee
$736K -$36.9K -248 -5%
SWP
953
Strategic Wealth Partners
Ohio
$734K +$734K +2,254 New
RFM
954
Royal Fund Management
Florida
$731K +$15K +101 +2%
CFGS
955
Concourse Financial Group Securities
Alabama
$731K +$731K +4,900 New
KMWM
956
Keudell/Morrison Wealth Management
Oregon
$730K -$36.2K -243 -5%
SS
957
Sunbelt Securities
Texas
$725K -$798K -5,349 -52%
BWP
958
Bernardo Wealth Planning
Pennsylvania
$719K +$126K +848 +21%
BFA
959
Bragg Financial Advisors
North Carolina
$717K -$11.6K -78 -2%
MOS
960
MGO One Seven
Ohio
$716K -$280K -1,876 -28%
ANB
961
Amarillo National Bank
Texas
$713K – – –
RBFC
962
Roman Butler Fullerton & Co
Missouri
$713K +$347K +2,331 +95%
BEAM
963
Baker Ellis Asset Management
Washington
$712K +$390K +2,615 +121%
IP
964
Investment Partners
Ohio
$711K -$45.7K -306 -6%
TA
965
TFG Advisers
Michigan
$711K +$42.9K +288 +6%
Koshinski Asset Management
966
Koshinski Asset Management
Illinois
$710K +$108K +725 +18%
NAM
967
NTV Asset Management
West Virginia
$709K -$332K -2,222 -32%
BPA
968
Beacon Pointe Advisors
California
$709K +$455K +3,050 +179%
GPA
969
Garrison Point Advisors
California
$708K -$41K -275 -5%
DI
970
Diligent Investors
California
$708K +$88.5K +593 +14%
SIC
971
SFE Investment Counsel
California
$707K -$95.4K -639 -12%
MWM
972
Mission Wealth Management
California
$705K -$37.1K -249 -5%
CFS
973
CRA Financial Services
New Jersey
$705K +$87.1K +584 +14%
VLC
974
Van Leeuwen & Company
New Jersey
$702K -$1.04M -7,010 -60%
VCM
975
Verde Capital Management
Michigan
$701K +$241K +1,617 +52%
37 38
39
40 41