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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 %
VA
1201
Valmark Advisers
Ohio
$626K +$38.5K +180 +7%
ACI
1202
Alpha Cubed Investments
California
$624K -$171K -800 -22%
SCP
1203
Sandhill Capital Partners
New York
$623K -$17.1K -80 -3%
BAS
1204
Brown Advisory Securities
Maryland
$623K +$24.2K +113 +4%
ME
1205
McIlrath & Eck
Washington
$622K +$218K +1,017 +54%
W
1206
WealthStone
Ohio
$621K +$74.3K +347 +14%
PTC
1207
Private Trust Company
Ohio
$619K -$68K -318 -10%
BOS
1208
Bingham Osborn & Scarborough
California
$617K -$269K -1,255 -30%
MIAS
1209
Mason Investment Advisory Services
Virginia
$616K +$616K +2,880 New
PPSG
1210
Princeton Portfolio Strategies Group
New Jersey
$615K +$10.7K +50 +2%
KFA
1211
Kelleher Financial Advisors
New York
$615K +$12.8K +60 +2%
FGAM
1212
Financial Gravity Asset Management
Texas
$611K +$611K +2,907 New
GTCM
1213
Gyon Technologies Capital Management
New Jersey
$609K +$609K +2,844 New
MIM
1214
Marco Investment Management
Georgia
$608K -$428 -2 -0.1%
MWC
1215
MBM Wealth Consultants
Missouri
$605K -$15.2K -71 -2%
WC
1216
Woodstock Corp
Massachusetts
$605K – – –
RIA
1217
Regal Investment Advisors
Michigan
$605K +$605K +2,826 New
IBOK
1218
Independence Bank of Kentucky
Kentucky
$600K -$37.4K -175 -6%
IFG
1219
Investors Financial Group
Minnesota
$599K -$73.5K -343 -11%
FMLI
1220
Fukoku Mutual Life Insurance
Japan
$599K -$21.4K -100 -3%
SMH
1221
Sanders Morris Harris
Texas
$596K -$458K -2,200 -43%
EDRH
1222
Edmond de Rothschild Holding
Switzerland
$596K – – –
MFW
1223
Meristem Family Wealth
Minnesota
$595K -$42.8K -200 -7%
CCM
1224
Cullen Capital Management
New York
$594K – – –
GSBTD
1225
Glenview State Bank Trust Department
Illinois
$594K +$96.3K +450 +19%
47 48
49
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