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Boeing
BA

Overview Fund Activity

2,465 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,465
Holders Change
+285
Holders Change %
+13.07%
% of All Funds
36.13%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
438
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.52B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$761M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$266M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$255M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$234M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$210M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1526
Pathway Financial Advisors
Vermont
$547K – – –
EBWM
1527
Eagle Bluffs Wealth Management
Missouri
$547K – – –
SMH
1528
Sanders Morris Harris
Texas
$546K -$261K -1,125 -32%
EFG
1529
Everhart Financial Group
Ohio
$546K -$475K -1,822 -47%
MCA
1530
Magnolia Capital Advisors
Mississippi
$546K +$546K +2,723 New
ML
1531
McAdam LLC
Pennsylvania
$544K -$23.7K -91 -4%
MAWA
1532
Moss Adams Wealth Advisors
Washington
$543K +$43.5K +167 +9%
GI
1533
GAMMA Investing
California
$543K +$543K +2,572 New
WDC
1534
Woodward Diversified Capital
California
$541K -$1.83K -7 -0.3%
CWG
1535
Crown Wealth Group
North Carolina
$541K -$218K -835 -29%
KW
1536
KWB Wealth
California
$539K +$5.47K +21 +1%
PPW
1537
Pasadena Private Wealth
California
$539K +$2.35K +9 +0.4%
CCM
1538
Conway Capital Management
California
$535K -$326K -1,250 -38%
TC
1539
Telemus Capital
Michigan
$534K -$3.13K -12 -0.6%
OPTFSNA
1540
Old Point Trust & Financial Services N A
Virginia
$533K +$26.1K +100 +5%
SAM
1541
S.A. Mason
Michigan
$533K +$5.21K +20 +1%
MAC
1542
Mason & Associates (California)
California
$533K +$256K +981 +92%
NCMW
1543
Northern Capital Management (Washington)
Washington
$533K +$7.56K +29 +1%
WTA
1544
Washington Trust Advisors
Massachusetts
$531K -$58.4K -224 -10%
HFW
1545
Horizon Family Wealth
Illinois
$530K +$9.12K +35 +2%
NEWAS
1546
N.E.W. Advisory Services
Wisconsin
$529K +$5.21K +20 +1%
FMB
1547
Field & Main Bank
Kentucky
$529K -$22.7K -87 -4%
TWM
1548
Trueblood Wealth Management
Ohio
$529K +$529K +2,029 New
CA
1549
Claris Advisors
Missouri
$528K -$17.2K -66 -3%
BHPW
1550
Beverly Hills Private Wealth
California
$526K -$3.91K -15 -0.7%
60 61
62
63 64