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Boeing
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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 %
VHAM
1101
Van Hulzen Asset Management
California
$530K +$177K +1,189 +50%
AIM
1102
Acropolis Investment Management
Missouri
$529K +$165K +1,104 +45%
HWM
1103
Hohimer Wealth Management
Washington
$528K -$543K -4,215 -51%
IBOK
1104
Independence Bank of Kentucky
Kentucky
$528K -$394K -2,643 -43%
PWM
1105
Perigon Wealth Management
California
$528K +$252K +1,659 +91%
FBFS
1106
First Business Financial Services
Wisconsin
$526K -$9.55K -64 -2%
TSWM
1107
Triangle Securities Wealth Management
North Carolina
$526K +$26.1K +175 +5%
CAC
1108
Certified Advisory Corp
Florida
$524K +$258K +1,731 +97%
MFW
1109
Meristem Family Wealth
Minnesota
$523K -$2.24K -15 -0.4%
BWM
1110
Bernicke Wealth Management
Wisconsin
$521K +$50.9K +341 +11%
SBWM
1111
Sunflower Bank Wealth Management
Arizona
$520K +$166K +1,110 +47%
AII
1112
AGF Investments Inc
Ontario, Canada
$517K +$517K +3,469 New
BTW
1113
Boston Trust Walden
Massachusetts
$516K -$78.9K -529 -13%
ICM
1114
IMS Capital Management
Oregon
$515K -$149K -1,002 -22%
NAS
1115
Nicolet Advisory Services
Wisconsin
$515K +$126K +845 +32%
DAM
1116
Deltec Asset Management
New York
$515K +$411K +2,750 +393%
CLOS
1117
Compagnie Lombard Odier SCmA
Switzerland
$514K -$728K -4,870 -59%
Jones Financial Companies
1118
Jones Financial Companies
Missouri
$514K -$72.6K -487 -12%
CCM
1119
Chickasaw Capital Management
Tennessee
$513K -$29.8K -200 -5%
SFSG
1120
Stearns Financial Services Group
North Carolina
$509K -$84.2K -564 -14%
FCFC
1121
First Commonwealth Financial Corp
Pennsylvania
$509K +$18.4K +123 +4%
AIM
1122
Allen Investment Management
New York
$508K -$31.7M -212,364 -98%
PTC
1123
Philadelphia Trust Company
Pennsylvania
$508K -$477K -3,200 -48%
SOAMC
1124
Spirit of America Management Corp
New York
$508K -$74.6K -500 -13%
CM
1125
Castleark Management
Illinois
$507K -$2.48M -16,651 -83%
43 44
45
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