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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 %
CCC
1351
Chelsea Counsel Company
California
$474K +$57.1K +300 +14%
WWA
1352
WC Walker & Associates
California
$473K -$83.6K -406 -15%
SAG
1353
SageView Advisory Group
California
$472K +$472K +2,475 New
SRC
1354
Shufro Rose & Co
New York
$471K -$2.86K -15 -0.6%
IIC
1355
Ironwood Investment Counsel
Arizona
$471K +$68.2K +358 +17%
SFG
1356
Summit Financial Group
West Virginia
$470K – – –
AGAM
1357
Audent Global Asset Management
California
$470K -$1.75M -9,204 -79%
COCM
1358
Charter Oak Capital Management
New Hampshire
$469K +$62.1K +326 +15%
CNAM
1359
Campbell Newman Asset Management
Wisconsin
$468K -$5.33K -28 -1%
SP
1360
Successful Portfolios
Florida
$468K -$4.38K -23 -0.9%
GPFA
1361
Game Plan Financial Advisors
Ohio
$468K -$1.59M -8,345 -77%
HL
1362
HeadInvest LLC
Maine
$467K +$33.5K +176 +8%
ACA
1363
Aptus Capital Advisors
Alabama
$466K -$17.1K -90 -4%
CA
1364
Calton & Associates
Florida
$466K +$466K +2,446 New
WI
1365
Wedgewood Investors
Pennsylvania
$463K -$15.2K -80 -3%
SWM
1366
Stockman Wealth Management
Montana
$461K – – –
SFI
1367
Siemens Fonds Invest
Germany
$461K -$129K -677 -22%
CFA
1368
Capstone Financial Advisors
Illinois
$459K – – –
CIC
1369
Cornercap Investment Counsel
Georgia
$458K -$19K -100 -4%
TNBTD
1370
Trustmark National Bank Trust Department
Mississippi
$458K -$48.6K -255 -10%
CCM
1371
Conway Capital Management
California
$457K +$457K +2,401 New
AWC
1372
Adamsbrown Wealth Consultants
Kansas
$455K – – –
FNBOO
1373
First National Bank of Omaha
Nebraska
$454K -$211K -1,109 -32%
SSG
1374
Summit Securities Group
New York
$452K +$324K +1,705 +254%
JCM
1375
Jag Capital Management
Missouri
$452K – – –
53 54
55
56 57