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Boeing
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Overview Fund Activity

2,031 hedge funds and large institutions have $66.8B invested in Boeing in 2020 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 731 increasing their positions, 712 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
+299
Holders Change %
+17.26%
% of All Funds
36.04%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.76%
New
411
Increased
731
Reduced
712
Closed
81
Calls
$8.51B
Puts
$8.46B
Net Calls
+$50M
Net Calls Change
+$76.2M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$563M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$548M
4
Boston Partners
Boston Partners
Massachusetts
+$397M
5
Morgan Stanley
Morgan Stanley
New York
+$358M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$590M
2
SC
Sepio Capital
Utah
-$549M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$549M
4
Capital International Investors
Capital International Investors
California
-$291M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1001
Maryland Capital Management
Maryland
$948K -$6.85K -32 -0.7%
CHA
1002
Carmichael Hill & Associates
Maryland
$945K +$49.5K +231 +6%
NFSG
1003
Newbridge Financial Services Group
Florida
$944K -$224K -1,045 -19%
WPW
1004
Waldron Private Wealth
Pennsylvania
$944K -$33.2K -155 -3%
PCM
1005
Penserra Capital Management
California
$943K -$16.7K -78 -2%
SCG
1006
Sonata Capital Group
Washington
$943K – – –
CRWM
1007
Castle Rock Wealth Management
California
$941K +$600K +2,916 +176%
DSC
1008
Duncker Streett & Co
Missouri
$940K -$70K -327 -7%
SIAG
1009
Safeguard Investment Advisory Group
California
$940K +$940K +4,391 New
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
$938K +$48.2K +225 +5%
PTP
1011
Platform Technology Partners
New York
$936K +$71K +332 +8%
PAM
1012
Peak Asset Management
Colorado
$935K +$247K +1,154 +36%
ITIM
1013
Indiana Trust & Investment Management
Indiana
$933K -$64.2K -300 -6%
KCM
1014
Kornitzer Capital Management
Kansas
$926K -$85.6K -400 -8%
UFA
1015
US Financial Advisors
Massachusetts
$926K +$926K +4,324 New
AWA
1016
Arete Wealth Advisors
Illinois
$925K -$532K -2,545 -37%
FHA
1017
First Horizon Advisors
Tennessee
$921K -$37K -173 -4%
NIM
1018
NuWave Investment Management
New Jersey
$920K -$112K -522 -11%
EA
1019
Eclectic Associates
California
$919K +$919K +4,295 New
CPSC
1020
Carl P. Sherr & Co
Massachusetts
$917K -$118K -549 -11%
SRSA
1021
S.R. Schill & Associates
Washington
$909K -$32.1K -150 -3%
VPIM
1022
Vanguard Personalized Indexing Management
California
$909K +$71.5K +334 +9%
RWM
1023
Ritholtz Wealth Management
New York
$905K +$305K +1,427 +51%
SAF
1024
Smith Anglin Financial
Texas
$902K +$902K +4,215 New
RCM
1025
RNC Capital Management
California
$898K -$244K -1,138 -21%
39 40
41
42 43