BA icon

Boeing
BA

Overview Fund Activity

2,465 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,465
Holders Change
+285
Holders Change %
+13.07%
% of All Funds
36.13%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
438
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.52B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$761M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$266M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$255M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$234M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$210M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1226
BigSur Wealth Management
Florida
$912K -$107K -412 -11%
YAVAPFMC
1227
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$912K – – –
NWM
1228
Northcape Wealth Management
New York
$910K -$80.3K -308 -8%
C
1229
Certuity
Florida
$908K +$330K +1,267 +57%
CB
1230
Cadence Bank
Mississippi
$908K – – –
LWM
1231
Lodestone Wealth Management
Washington
$905K +$236K +907 +35%
AP
1232
Americana Partners
Texas
$904K -$7.58M -28,724 -89%
PMSA
1233
Patrick M. Sweeney & Associates
Illinois
$903K +$903K +3,464 New
HCM
1234
Hollencrest Capital Management
California
$903K +$524K +2,010 +138%
OWP
1235
Obermeyer Wealth Partners
Colorado
$902K -$19.6K -75 -2%
CFS
1236
CRA Financial Services
New Jersey
$901K +$16.9K +65 +2%
PI
1237
PFG Investments
New York
$900K +$19.6K +75 +2%
IIM
1238
Intact Investment Management
Quebec, Canada
$899K +$639K +2,450 +245%
AIA
1239
Armor Investment Advisors
North Carolina
$898K +$44.6K +171 +5%
AHC
1240
Adell Harriman & Carpenter
Texas
$897K +$160K +615 +22%
SSWM
1241
Strait & Sound Wealth Management
California
$896K – – –
BTW
1242
Boston Trust Walden
Massachusetts
$894K – – –
VanEck Associates
1243
VanEck Associates
New York
$893K +$93.1K +357 +12%
WIS
1244
Wright Investors Service
Connecticut
$889K +$10.4K +40 +1%
IIC
1245
Integrated Investment Consultants
Michigan
$888K -$29.2K -112 -3%
GIM
1246
Goelzer Investment Management
Indiana
$887K +$64.9K +249 +8%
DP
1247
DDD Partners
Washington
$883K -$18.2K -70 -2%
JIC
1248
Joel Isaacson & Co
New York
$881K -$2.61K -10 -0.3%
PIA
1249
Perennial Investment Advisors
California
$879K +$34.9K +134 +4%
DEM
1250
Disciplined Equity Management
Florida
$878K – – –
48 49
50
51 52