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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 %
SWM
1251
Stockman Wealth Management
Montana
$570K +$40.7K +190 +8%
ESB
1252
Essex Savings Bank
Connecticut
$569K -$131K -610 -19%
BWM
1253
Buckley Wealth Management
Nevada
$566K -$189K -882 -25%
CAGAS
1254
Capital Advisory Group Advisory Services
Minnesota
$566K +$431K +2,010 +318%
SWM
1255
Soundmark Wealth Management
Washington
$564K +$564K +2,637 New
FC
1256
Ferris Capital
Massachusetts
$563K +$214 +1 +0%
MCCP
1257
Mission Creek Capital Partners
California
$563K +$10.3K +48 +2%
MCA
1258
Magnolia Capital Advisors
Mississippi
$563K +$222K +1,038 +65%
FMWA
1259
Forvis Mazars Wealth Advisors
Missouri
$562K +$59.8K +279 +12%
QCG
1260
Quadrant Capital Group
Ohio
$561K -$24.2K -113 -4%
DBT
1261
Dubuque Bank & Trust
Iowa
$560K +$42.6K +199 +8%
AF
1262
Apexium Financial
Texas
$558K -$53.5K -250 -9%
SWMG
1263
Sanchez Wealth Management Group
Florida
$558K – – –
AC
1264
Abbrea Capital
California
$556K -$1.07K -5 -0.2%
CA
1265
Crumly & Associates
Illinois
$556K +$257K +1,248 +86%
VIM
1266
Vista Investment Management
Pennsylvania
$554K -$115K -538 -17%
PCM
1267
Prelude Capital Management
New York
$553K +$553K +2,584 New
SRC
1268
Sage Rhino Capital
California
$553K +$553K +2,584 New
CB
1269
Community Bank
New York
$549K -$214K -998 -28%
TWM
1270
Tradition Wealth Management
Minnesota
$549K +$549K +2,563 New
SRC
1271
Shufro Rose & Co
New York
$549K +$549K +2,567 New
CWA
1272
Capital Wealth Alliance
Arizona
$548K -$10.9K -54 -2%
AFG
1273
Allegheny Financial Group
Pennsylvania
$546K +$546K +2,548 New
MPWT
1274
MassMutual Private Wealth & Trust
Connecticut
$545K -$36.6K -171 -6%
BAM
1275
Bellevue Asset Management
Washington
$543K -$39.6K -195 -7%
49 50
51
52 53