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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 %
WP
1376
WMS Partners
Maryland
$452K +$8.38K +44 +2%
JAWM
1377
J. Arnold Wealth Management
Ohio
$451K – – –
WDC
1378
Woodward Diversified Capital
California
$451K -$571 -3 -0.1%
WA
1379
Wealth Alliance
New York
$450K +$89.9K +472 +25%
CST
1380
Charles Schwab Trust
Nevada
$448K – – –
SCM
1381
Schnieders Capital Management
California
$448K +$129K +675 +40%
CD
1382
Chapin Davis
Maryland
$447K +$447K +2,344 New
PCM
1383
Parsons Capital Management
Rhode Island
$444K -$9.52K -50 -2%
IA
1384
Inspire Advisors
Idaho
$443K -$18.1K -95 -4%
TWM
1385
TriaGen Wealth Management
California
$442K – – –
WAS
1386
WESPAC Advisors SoCal
California
$440K +$440K +2,308 New
CAAM
1387
Cornerstone Advisors Asset Management
Pennsylvania
$439K – – –
BCA
1388
Bay Colony Advisors
Massachusetts
$439K +$439K +2,303 New
CWA
1389
Canvas Wealth Advisors
Kansas
$439K -$82.7K -395 -16%
BF
1390
Blankinship & Foster
California
$437K – – –
NEWAS
1391
N.E.W. Advisory Services
Wisconsin
$436K +$86.7K +455 +25%
SFO
1392
Stokes Family Office
Louisiana
$435K +$13K +68 +3%
MCM
1393
Morton Capital Management
California
$435K +$90.9K +477 +26%
PFP
1394
Paragon Financial Partners
California
$434K – – –
PWM
1395
PBMares Wealth Management
Virginia
$433K -$4.19K -22 -1%
CAM
1396
Columbia Asset Management
Michigan
$433K -$105K -550 -19%
MSFS
1397
Main Street Financial Solutions
Pennsylvania
$432K +$74.5K +391 +21%
TWM
1398
Tradition Wealth Management
Minnesota
$431K -$37.1K -195 -8%
BA
1399
Bridge Advisory
California
$431K – – –
WIA
1400
Westbourne Investment Advisors
Maryland
$430K – – –
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