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Boeing
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Overview Fund Activity

2,122 hedge funds and large institutions have $68.3B invested in Boeing in 2022 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 615 increasing their positions, 776 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+303
Holders Change %
+16.66%
% of All Funds
34.24%
Holding in Top 10
64
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+156%
% of All Funds
1.03%
New
440
Increased
615
Reduced
776
Closed
99
Calls
$5.73B
Puts
$6.4B
Net Calls
-$671M
Net Calls Change
-$209M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$591M
3
Capital World Investors
Capital World Investors
California
+$386M
4
Millennium Management
Millennium Management
New York
+$345M
5
AWA
Arete Wealth Advisors
Illinois
+$336M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$270M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$208M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1301
Csenge Advisory Group
Florida
$523K +$15.2K +80 +3%
WP
1302
Westmount Partners
California
$522K +$522K +2,740 New
JIC
1303
Joel Isaacson & Co
New York
$519K – – –
SXL
1304
Summit X LLC
Missouri
$519K -$1.22M -8,879 -70%
PCS
1305
Personal CFO Solutions
New Jersey
$516K -$13.6M -71,378 -96%
TFF
1306
The Family Firm
Maryland
$511K – – –
MPWT
1307
MassMutual Private Wealth & Trust
Connecticut
$509K +$22.9K +120 +5%
ACM
1308
Advisors Capital Management
New Jersey
$508K -$4.19K -22 -0.8%
CFD
1309
Creative Financial Designs
Indiana
$507K -$51.4K -270 -9%
FIB
1310
First Interstate Bank
Montana
$507K -$29.1K -153 -5%
OIA
1311
Optimum Investment Advisors
Illinois
$506K -$57.1K -300 -10%
LWM
1312
Lodestone Wealth Management
Washington
$505K +$505K +2,653 New
PTB
1313
Pioneer Trust Bank
Oregon
$504K -$107K -560 -17%
BFIC
1314
Bedell Frazier Investment Counselling
California
$503K +$34.3K +180 +7%
JMFC
1315
J.M. Forbes & Co
Massachusetts
$502K -$952 -5 -0.2%
FCCM
1316
First City Capital Management
Georgia
$501K -$65.7K -345 -12%
CFA
1317
CWS Financial Advisors
Michigan
$500K -$86.4K -339 -15%
WCM
1318
Whitener Capital Management
North Carolina
$499K -$90.5K -475 -15%
EWA
1319
Exencial Wealth Advisors
Oklahoma
$499K +$155K +814 +45%
NERM
1320
New England Research & Management
Illinois
$498K – – –
RFN
1321
RDA Financial Network
Iowa
$498K -$90.1K -473 -15%
W
1322
Wealthquest
Ohio
$497K -$410K -2,150 -45%
AFG
1323
Allegheny Financial Group
Pennsylvania
$497K – – –
MPI
1324
Mairs & Power Inc
Minnesota
$497K -$44.6K -234 -8%
SWMG
1325
Sanchez Wealth Management Group
Florida
$496K – – –
51 52
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