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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 %
PO
1326
Private Ocean
California
$499K +$23.5K +110 +5%
WI
1327
Wedgewood Investors
Pennsylvania
$499K +$48.2K +225 +11%
AUB
1328
Atlantic Union Bankshares
Virginia
$499K +$118K +550 +31%
RPCA
1329
Running Point Capital Advisors
California
$498K +$498K +2,325 New
RMC
1330
Resources Management Corp
Connecticut
$497K +$70.7K +330 +17%
OWP
1331
Obermeyer Wealth Partners
Colorado
$496K +$16.5K +77 +3%
KPCM
1332
Kings Point Capital Management
New York
$493K -$305K -1,427 -38%
HWA
1333
Hillcrest Wealth Advisors
New Jersey
$492K -$105K -489 -18%
FPS
1334
Fieldpoint Private Securities
Connecticut
$490K – – –
JIC
1335
Joel Isaacson & Co
New York
$489K +$21.4K +100 +5%
BA
1336
Bridge Advisory
California
$489K +$489K +2,286 New
TC
1337
Trust Company
Kansas
$488K -$217K -1,014 -31%
QCIG
1338
Quad-Cities Investment Group
Iowa
$487K -$36.6K -171 -7%
RA
1339
RFG Advisory
Alabama
$486K -$131K -623 -21%
PHAM
1340
Palisades Hudson Asset Management
Florida
$486K – – –
SP
1341
Successful Portfolios
Florida
$483K -$55.4K -259 -10%
WAG
1342
Winthrop Advisory Group
Massachusetts
$482K -$84.8K -396 -15%
SCA
1343
Sippican Capital Advisors
Massachusetts
$482K +$34K +159 +8%
AB
1344
Atlas Brown
Kentucky
$482K +$54.8K +256 +13%
OC
1345
Oakworth Capital
Alabama
$481K – – –
BCA
1346
Bay Colony Advisors
Massachusetts
$481K +$194K +906 +68%
PD
1347
Planning Directions
Pennsylvania
$480K -$48.2K -225 -9%
BWA
1348
Bordeaux Wealth Advisors
California
$480K +$480K +2,243 New
RIM
1349
Rockbridge Investment Management
New York
$472K +$135K +630 +40%
FI
1350
Financial Insights
Washington
$470K +$42.8K +200 +10%
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