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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 %
TCPWM
1476
Traverso Chambers Private Wealth Management
California
$380K – – –
EARNEST Partners
1477
EARNEST Partners
Georgia
$379K – – –
B
1478
Bridgeworth
Alabama
$378K -$3.81K -20 -1%
CWA
1479
Capital Wealth Alliance
Arizona
$377K -$110K -577 -23%
FFG
1480
Fortem Financial Group
California
$375K +$38.1K +200 +11%
AWM
1481
AllSquare Wealth Management
New York
$374K – – –
CAG
1482
Crestwood Advisors Group
Massachusetts
$374K +$22.5K +118 +6%
BCCM
1483
Bridge Creek Capital Management
Massachusetts
$373K -$19K -100 -5%
BCA
1484
Bray Capital Advisors
Florida
$372K -$4.76K -25 -1%
DAM
1485
Deltec Asset Management
New York
$371K -$143K -750 -28%
GWS
1486
Glassman Wealth Services
Virginia
$371K -$584K -3,064 -61%
PGIM
1487
Pacific Global Investment Management
California
$370K +$13.1K +69 +4%
BFG
1488
Beacon Financial Group
Texas
$370K -$14.1K -73 -4%
BCG
1489
Breakwater Capital Group
New Jersey
$369K +$369K +1,937 New
FAN
1490
Financial Advisors Network
California
$369K – – –
TA
1491
Trellis Advisors
Washington
$367K +$367K +1,929 New
KW
1492
KWB Wealth
California
$367K -$56K -294 -13%
POIA
1493
Pin Oak Investment Advisors
Texas
$366K – – –
PSF
1494
Pacific Sun Financial
California
$364K -$95.2K -500 -21%
KA
1495
Keene & Associates
Texas
$363K -$49.7K -261 -12%
CWS
1496
Confluence Wealth Services
Pennsylvania
$362K -$5.52K -29 -2%
Fiera Capital (Canada)
1497
Fiera Capital (Canada)
Quebec, Canada
$362K – – –
CG
1498
Caprock Group
Idaho
$362K +$34.5K +181 +11%
Allianz Asset Management
1499
Allianz Asset Management
Germany
$362K -$10.7M -56,046 -97%
KC
1500
Kenfarb & Co
Kentucky
$362K – – –
58 59
60
61 62