BA icon

Boeing
BA

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 %
FANJ
1426
Financial Architects (New Jersey)
New Jersey
$410K -$109K -508 -21%
GD
1427
Grandfield & Dodd
New York
$410K – – –
TWP
1428
Tempus Wealth Planning
California
$409K -$21.4K -100 -5%
NB
1429
Nicolet Bankshares
Wisconsin
$409K -$16.3K -76 -4%
LFA
1430
Legacy Financial Advisors
Kentucky
$409K +$89.8K +419 +28%
JF
1431
JSF Financial
California
$408K -$100K -467 -20%
SDH
1432
Sloy Dahl & Holst
Washington
$408K +$408K +1,228 New
CPWA
1433
Cerro Pacific Wealth Advisors
California
$408K +$408K +1,906 New
BA
1434
Birinyi Associates
Connecticut
$407K -$214K -1,000 -34%
PAG
1435
Pinnacle Advisory Group
Maryland
$406K +$21.4K +100 +6%
HIP
1436
HUB Investment Partners
Texas
$406K +$406K +2,456 New
CG
1437
Caprock Group
Idaho
$405K -$285K -1,333 -41%
BCCM
1438
Bridge Creek Capital Management
Massachusetts
$405K -$9.41K -44 -2%
BBI
1439
Baxter Bros Inc
Connecticut
$404K -$20.1K -94 -5%
MPW
1440
Monterey Private Wealth
California
$404K +$2.57K +12 +0.6%
GWM
1441
Gray Wealth Management
Maine
$403K -$1.06K -5 -0.3%
IF
1442
Ironwood Financial
Arizona
$402K +$377K +1,760 +1,479%
MMG
1443
Monetary Management Group
Missouri
$401K -$364K -1,700 -48%
PWPS
1444
Pinnacle Wealth Planning Services
Ohio
$401K -$14.1K -66 -3%
MIC
1445
Meridian Investment Counsel
California
$401K – – –
BO
1446
Bank OZK
Arkansas
$399K +$8.14K +38 +2%
LDB
1447
Lee, Danner & Bass
Tennessee
$398K -$71.7K -335 -15%
AF
1448
Aldebaran Financial
$398K +$16K +75 +4%
EWM
1449
Executive Wealth Management
Michigan
$397K +$33.5K +157 +9%
MYIA
1450
Mount Yale Investment Advisors
Colorado
$396K +$396K +1,848 New
56 57
58
59 60