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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 %
VC
1226
Vestor Capital
Illinois
$593K +$22.5K +105 +4%
SWA
1227
Sax Wealth Advisors
New Jersey
$592K +$592K +2,767 New
MS
1228
Mizuho Securities
Japan
$591K -$116K -543 -16%
PA
1229
PSI Advisors
Florida
$589K -$93K -435 -14%
DWM
1230
Doyle Wealth Management
Florida
$588K +$4.28K +20 +0.7%
NFP
1231
Novak Financial Planning
Maryland
$588K +$588K +2,745 New
RCA
1232
Resonant Capital Advisors
Wisconsin
$587K -$11.6K -54 -2%
PPP
1233
Private Portfolio Partners
New Jersey
$586K -$17.1K -80 -3%
TWA
1234
TCI Wealth Advisors
Arizona
$586K -$424K -1,980 -42%
SCM
1235
Schnieders Capital Management
California
$584K +$113K +530 +24%
NFG
1236
Nations Financial Group
Iowa
$583K +$12.6K +59 +2%
NB
1237
Northwest Bancshares
Pennsylvania
$582K -$9.42K -44 -2%
CBN
1238
Cadence Bank NA
Texas
$582K +$40.2K +188 +7%
CFMC
1239
Curbstone Financial Management Corp
New Hampshire
$581K -$128K -600 -18%
CAG
1240
Crestwood Advisors Group
Massachusetts
$579K +$8.13K +38 +1%
SCM
1241
Southport Capital Management
Tennessee
$578K -$12K -56 -2%
JMFC
1242
J.M. Forbes & Co
Massachusetts
$577K – – –
CCM
1243
Cox Capital Management
Massachusetts
$577K +$577K +2,696 New
BFWA
1244
Benchmark Financial Wealth Advisors
Florida
$575K +$17.8K +83 +3%
AIA
1245
Allied Investment Advisors
Montana
$574K +$215K +1,006 +60%
ISWM
1246
Independent Solutions Wealth Management
New York
$574K -$16.1K -75 -3%
WP
1247
WMS Partners
Maryland
$573K -$20.6K -96 -3%
NSB
1248
Norway Savings Bank
Maine
$572K -$8.36K -39 -1%
BHWM
1249
Bar Harbor Wealth Management
New Hampshire
$571K -$26.3K -123 -4%
SXL
1250
Summit X LLC
Missouri
$570K -$10.7K -50 -2%
48 49
50
51 52