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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 %
SCM
1251
Schnieders Capital Management
California
$378K -$498K -3,343 -57%
VVP
1252
Venture Visionary Partners
Ohio
$377K +$17.3K +116 +5%
MWC
1253
MBM Wealth Consultants
Missouri
$377K +$42.5K +285 +13%
CC
1254
Callan Capital
California
$377K +$377K +2,527 New
CCM
1255
Crossvault Capital Management
Texas
$376K -$2.86M -19,192 -88%
HT
1256
Heritage Trust
Oklahoma
$376K -$21.3K -143 -5%
AFAS
1257
Acorn Financial Advisory Services
Virginia
$376K +$234K +1,571 +165%
PMG
1258
ProVise Management Group
Florida
$374K -$67.8K -455 -15%
SXL
1259
Summit X LLC
Missouri
$373K -$110K -741 -23%
BI
1260
Ballast Inc
Kentucky
$372K +$186K +1,250 +100%
MCM
1261
Mengis Capital Management
Oregon
$369K +$147K +986 +66%
SIC
1262
Shoker Investment Counsel
Ohio
$367K -$449K -3,016 -55%
FFA
1263
Fragasso Financial Advisors
Pennsylvania
$367K +$15.2K +102 +4%
AWM
1264
Argent Wealth Management
Massachusetts
$367K +$205K +1,377 +126%
HI
1265
Hudock Inc
Pennsylvania
$366K -$15.1K -101 -4%
EWM
1266
Edge Wealth Management
New York
$366K +$366K +2,397 New
NFG
1267
Nations Financial Group
Iowa
$365K -$59.1K -396 -14%
ZCI
1268
Zevenbergen Capital Investments
Washington
$364K -$23.1K -155 -6%
TC
1269
Trust Company
Kansas
$363K -$53.8K -361 -13%
GSBTD
1270
Glenview State Bank Trust Department
Illinois
$362K – – –
KWMG
1271
King Wealth Management Group
Florida
$359K -$2.84M -19,057 -89%
WI
1272
Wintrust Investments
Illinois
$357K -$69.1K -463 -16%
FI
1273
Financial Insights
Washington
$357K +$12.8K +86 +4%
MIM
1274
Marco Investment Management
Georgia
$356K -$30K -201 -8%
DOA
1275
D'Orazio & Associates
Virginia
$355K +$108K +725 +44%
49 50
51
52 53