BA icon

Boeing
BA

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 %
AA
1501
Aire Advisors
California
$362K -$80.8K -424 -18%
PMG
1502
Private Management Group
California
$360K – – –
EWM
1503
Executive Wealth Management
Michigan
$359K +$316K +1,658 +727%
AIA
1504
Avalon Investment & Advisory
Texas
$359K +$9.34K +49 +3%
OPTFSNA
1505
Old Point Trust & Financial Services N A
Virginia
$358K +$358K +1,880 New
AI
1506
Accredited Investors
Minnesota
$358K +$358K +1,878 New
FCA
1507
FLC Capital Advisors
California
$357K +$19K +100 +6%
FFA
1508
Fi3 Financial Advisors
Indiana
$357K +$357K +1,872 New
NB
1509
Northwest Bancshares
Pennsylvania
$356K -$13.5K -71 -4%
RMDI
1510
R.M. Davis Inc
Maine
$356K +$356K +1,870 New
RWA
1511
Rainsberger Wealth Advisors
Colorado
$355K – – –
CWMU
1512
Caliber Wealth Management (Utah)
Utah
$355K +$355K +1,865 New
PP
1513
PDS Planning
Ohio
$355K +$14.5K +76 +4%
MHR
1514
Matthew Hamilton Rosenberg
$353K +$6.29K +33 +2%
WG
1515
Welch Group
Alabama
$352K -$57.1K -300 -14%
CB
1516
Community Bank
New York
$352K -$29.5K -155 -8%
KWMG
1517
King Wealth Management Group
Florida
$352K – – –
WW
1518
Waterfront Wealth
Kansas
$352K -$7.81K -37 -2%
MWM
1519
Massachusetts Wealth Management
Massachusetts
$351K +$351K +1,650 New
EBSAM
1520
Eubel Brady & Suttman Asset Management
Ohio
$351K +$2.1K +11 +0.6%
OQS
1521
Occudo Quantitative Strategies
Florida
$350K +$350K +1,839 New
TCM
1522
Tradewinds Capital Management
Washington
$350K -$20.4K -107 -6%
AUB
1523
Atlantic Union Bankshares
Virginia
$349K -$17.1K -90 -5%
RHP
1524
Royal Harbor Partners
Texas
$349K – – –
CPA
1525
Cardiff Park Advisors
California
$348K +$348K +1,828 New
59 60
61
62 63