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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 %
CA
976
Clearstead Advisors
Ohio
$700K -$205K -1,378 -23%
MIA
977
MainStreet Investment Advisors
Illinois
$699K +$409K +2,741 +141%
LJAC
978
L.J. Altfest & Co
New York
$698K +$398K +2,669 +133%
KWM
979
Kingsview Wealth Management
Oregon
$695K -$19.8K -133 -3%
EWM
980
Elite Wealth Management
Washington
$695K +$410K +2,749 +144%
TFS
981
TrustCore Financial Services
Tennessee
$694K -$16K -107 -2%
WF
982
Welch & Forbes
Massachusetts
$691K -$887K -5,938 -56%
HI
983
Hoey Investments
Pennsylvania
$691K +$639K +4,282 +1,223%
AF
984
Arrow Financial
New York
$690K -$52.4K -351 -7%
MWM
985
Mattern Wealth Management
Kansas
$688K +$327K +2,195 +91%
MMC
986
Mizuho Markets Cayman
Cayman Islands
$688K +$397K +2,662 +136%
VCAM
987
Van Cleef Asset Management
Ohio
$686K +$14.9K +100 +2%
IWC
988
Integrated Wealth Concepts
Massachusetts
$686K +$145K +974 +27%
CCM
989
Cribstone Capital Management
Maine
$685K +$86.2K +578 +14%
TCOO
990
Trust Company of Oklahoma
Oklahoma
$684K -$97.4K -653 -12%
CAN
991
Claraphi Advisory Network
United States
$684K +$229K +1,537 +50%
MHIC
992
Marble Harbor Investment Counsel
Massachusetts
$682K – – –
MWM
993
Modera Wealth Management
New Jersey
$680K +$264K +1,769 +63%
MSA
994
Marino Stram & Associates
Massachusetts
$678K +$43.1K +289 +7%
CRC
995
Curi RMB Capital
Illinois
$677K -$280K -1,881 -29%
CHC
996
City Holding Co
West Virginia
$673K +$57.2K +384 +9%
ACM
997
Allred Capital Management
Texas
$672K +$7.01K +47 +1%
AAM
998
Aureus Asset Management
Massachusetts
$671K -$762K -5,111 -53%
CPSC
999
Carl P. Sherr & Co
Massachusetts
$671K +$9.39K +63 +1%
PCA
1000
Personal Capital Advisors
California
$670K +$31.9K +217 +5%
38 39
40
41 42