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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 %
QPWM
1051
Quadrant Private Wealth Management
Pennsylvania
$593K +$411K +2,752 +225%
AI
1052
Atria Investments
North Carolina
$592K -$363K -2,433 -38%
PA
1053
Paragon Advisors
Texas
$592K +$346K +2,323 +141%
TWM
1054
Titus Wealth Management
California
$592K +$405K +2,715 +216%
MIM
1055
Moseley Investment Management
Florida
$589K +$16K +107 +3%
CL
1056
Choreo LLC
Illinois
$586K -$619K -4,152 -51%
NFC
1057
Northeast Financial Consultants
Connecticut
$586K +$139K +931 +31%
MAM
1058
Martingale Asset Management
Massachusetts
$582K -$748K -5,011 -56%
MCM
1059
McKinley Capital Management
Alaska
$581K +$12.4K +83 +2%
JWCA
1060
J.W. Coons Advisors
Ohio
$581K +$581K +3,900 New
SAM
1061
Secure Asset Management
Michigan
$579K -$11.3K -76 -2%
SRC
1062
Shufro Rose & Co
New York
$576K – – –
PFA
1063
Pure Financial Advisors
California
$576K +$56.8K +381 +11%
STB
1064
S&T Bank
Pennsylvania
$575K +$124K +829 +27%
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$575K +$140K +938 +32%
LCS
1066
Levin Capital Strategies
New York
$574K -$3.78M -25,327 -87%
LA
1067
LVW Advisors
New York
$573K +$573K +3,845 New
OPS
1068
Orion Portfolio Solutions
Nebraska
$572K -$490K -3,285 -46%
ZCA
1069
Zeke Capital Advisors
Pennsylvania
$571K -$724K -4,850 -56%
CFA
1070
Cahill Financial Advisors
Minnesota
$571K -$60.2K -403 -10%
PAS
1071
Partnervest Advisory Services
California
$571K +$571K +3,831 New
SWA
1072
SFMG Wealth Advisors
Texas
$570K -$128K -855 -18%
KM
1073
Kalos Management
Georgia
$560K +$414K +2,880 +283%
FHC
1074
First Heartland Consultants
Missouri
$559K -$349K -2,340 -38%
PTP
1075
Platform Technology Partners
New York
$557K +$239K +1,599 +75%
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