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Boeing
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Overview Fund Activity

2,122 hedge funds and large institutions have $68.3B invested in Boeing in 2022 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 615 increasing their positions, 776 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+303
Holders Change %
+16.66%
% of All Funds
34.24%
Holding in Top 10
64
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+156%
% of All Funds
1.03%
New
440
Increased
615
Reduced
776
Closed
99
Calls
$5.73B
Puts
$6.4B
Net Calls
-$671M
Net Calls Change
-$209M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$591M
3
Capital World Investors
Capital World Investors
California
+$386M
4
Millennium Management
Millennium Management
New York
+$345M
5
AWA
Arete Wealth Advisors
Illinois
+$336M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$270M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$208M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1126
Weil Company
California
$720K – – –
FSC
1127
Full Sail Capital
Oklahoma
$718K – – –
WAAG
1128
Wealth Alliance Advisory Group
Kansas
$717K -$177K -928 -20%
SP
1129
Symmetry Partners
Connecticut
$717K – – –
CCWM
1130
Cassaday & Co Wealth Management
Virginia
$715K +$715K +3,752 New
MFWP
1131
Mosaic Family Wealth Partners
Missouri
$714K +$714K +3,751 New
PFWA
1132
Paces Ferry Wealth Advisors
Georgia
$714K -$76K -399 -10%
FAG
1133
Financial Advisory Group
Texas
$712K – – –
EBT
1134
Enterprise Bank & Trust
Massachusetts
$711K -$150K -790 -17%
NW
1135
Naviter Wealth
Arkansas
$710K +$20.1K +95 +3%
SIM
1136
Sentry Investment Management
Wisconsin
$710K – – –
DLA
1137
Douglas Lane & Associates
New York
$710K -$16K -84 -2%
GSIAS
1138
Garden State Investment Advisory Services
New Jersey
$706K +$706K +3,706 New
QCG
1139
Quadrant Capital Group
Ohio
$706K +$57.7K +303 +9%
EL
1140
EMFO LLC
Florida
$705K -$57.1K -300 -8%
PAS
1141
Professional Advisory Services
Florida
$704K -$6.67K -35 -0.9%
MCM
1142
Mengis Capital Management
Oregon
$703K +$22.3K +117 +3%
GA
1143
GFS Advisors
Texas
$700K – – –
AIM
1144
Athena Investment Management
California
$698K +$15.4K +81 +2%
MWP
1145
Meredith Wealth Planning
Illinois
$697K +$697K +3,657 New
FT
1146
Fiduciary Trust
Massachusetts
$695K -$17.9K -94 -3%
BCM
1147
Boltwood Capital Management
California
$693K +$2.1K +11 +0.3%
NAM
1148
NTV Asset Management
West Virginia
$693K +$33.3K +175 +5%
RCM
1149
RNC Capital Management
California
$691K -$19K -100 -3%
CRC
1150
Curi RMB Capital
Illinois
$688K -$31.2K -164 -4%
44 45
46
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