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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 %
AWG
1551
Altus Wealth Group
Colorado
$331K +$60K +315 +22%
CCM
1552
Carlson Capital Management
Minnesota
$331K +$331K +1,739 New
EP
1553
Elkhorn Partners
Nebraska
$331K -$171K -895 -34%
DOA
1554
D'Orazio & Associates
Virginia
$331K +$331K +1,737 New
BFWA
1555
Benchmark Financial Wealth Advisors
Florida
$331K -$6.86K -36 -2%
JSW
1556
Journey Strategic Wealth
New Jersey
$330K +$15.4K +81 +5%
CSB
1557
City State Bank
Iowa
$330K -$4.77K -25 -1%
APWM
1558
Atlas Private Wealth Management
New York
$330K +$14.3K +75 +5%
BSA
1559
Bull Street Advisors
Georgia
$326K +$326K +1,709 New
RW
1560
RVW Wealth
California
$325K +$325K +1,705 New
CWA
1561
Clarus Wealth Advisors
Arizona
$324K – – –
BFA
1562
Beaumont Financial Advisors
Massachusetts
$323K -$13.9K -73 -4%
PCM
1563
Presidio Capital Management
California
$322K – – –
CRI
1564
Colonial River Investments
Virginia
$321K -$30.7K -161 -9%
PP
1565
Patron Partners
Texas
$321K +$321K +1,687 New
MAWA
1566
Moss Adams Wealth Advisors
Washington
$321K +$321K +1,686 New
CWP
1567
Capital Wealth Planning
Florida
$321K +$4.57K +24 +1%
VWM
1568
Vigilare Wealth Management
Arizona
$320K -$68.2K -358 -18%
OCM
1569
Orser Capital Management
Texas
$320K -$149K -780 -32%
BBWP
1570
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$320K +1,680 New
IGGA
1571
Iron Gate Global Advisors
Utah
$320K -$44.2K -232 -12%
GCA
1572
Gradient Capital Advisors
California
$319K – – –
JPLA
1573
Joseph P. Lucia & Associates
New York
$319K +$319K +1,673 New
ML
1574
McAdam LLC
Pennsylvania
$318K +$318K +1,581 New
YWP
1575
YorkBridge Wealth Partners
New York
$317K – – –
61 62
63
64 65