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Boeing
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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 %
RWP
1551
RWA Wealth Partners
Massachusetts
$328K +$328K +1,534 New
FIM
1552
Fernwood Investment Management
Massachusetts
$327K +$327K +1,527 New
CBFP
1553
Cedar Brook Financial Partners
Ohio
$326K +$326K +1,523 New
CWM
1554
Chesapeake Wealth Management
Virginia
$325K -$2.14K -10 -0.7%
PCP
1555
Proficio Capital Partners
Massachusetts
$325K +$15.2K +71 +5%
FSG
1556
Financial Strategies Group
Michigan
$325K +$325K +1,518 New
JWCA
1557
J.W. Coons Advisors
Ohio
$324K -$161K -760 -33%
NWS
1558
Newport Wealth Strategies
California
$324K – – –
MIA
1559
MainStreet Investment Advisors
Illinois
$323K – – –
FG
1560
Foster Group
Iowa
$323K +$323K +1,497 New
IWP
1561
Icon Wealth Partners
Texas
$322K +$2.35K +11 +0.7%
Lazard Asset Management
1562
Lazard Asset Management
New York
$321K -$3.61M -16,866 -92%
BDS
1563
Banco de Sabadell
Florida
$321K -$53.9K -250 -14%
FRA
1564
Frank Rimerman Advisors
California
$321K +$321K +1,498 New
WDG
1565
Wealth Dimensions Group
Ohio
$320K +$320K +1,496 New
MWM
1566
Minot Wealth Management
Massachusetts
$319K +$43.6K +204 +16%
CBT
1567
CoreFirst Bank & Trust
Kansas
$318K +$318K +1,485 New
AWA
1568
Acorn Wealth Advisors
Michigan
$316K -$27.4K -128 -8%
OR
1569
Olympiad Research
Connecticut
$316K +$316K +1,477 New
SW
1570
SkyOak Wealth
Michigan
$313K -$1.71K -8 -0.5%
PP
1571
PDS Planning
Ohio
$313K +$313K +1,461 New
COCM
1572
Charter Oak Capital Management
New Hampshire
$313K +$313K +1,463 New
AA
1573
Alesco Advisors
New York
$311K -$278K -1,300 -47%
SDAM
1574
Shulman DeMeo Asset Management
New York
$311K -$12.2K -57 -4%
GSC
1575
G&S Capital
Colorado
$311K +$311K +1,452 New
61 62
63
64 65