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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 %
ACG
1576
Allen Capital Group
Nebraska
$310K +$8.78K +41 +3%
EIA
1577
Eldridge Investment Advisors
New Hampshire
$309K -$59.9K -280 -16%
GIA
1578
GHP Investment Advisors
Colorado
$308K – – –
SWM
1579
SVA Wealth Management
Wisconsin
$306K -$27.6K -129 -8%
BLAM
1580
Bourne Lent Asset Management
New York
$306K – – –
LIA
1581
LBMC Investment Advisors
Tennessee
$306K +$306K +1,431 New
NCM
1582
Novare Capital Management
North Carolina
$305K -$45.3K -212 -13%
PCMC
1583
Paragon Capital Management (Colorado)
Colorado
$305K – – –
SFS
1584
Strategic Financial Services
New York
$305K – – –
NERM
1585
New England Research & Management
Illinois
$305K +$305K +1,425 New
FEM
1586
Fulcrum Equity Management
Texas
$305K +$305K +1,426 New
HPWM
1587
Highland Private Wealth Management
Washington
$304K -$41.9K -195 -12%
RTS
1588
Round Table Services
New Jersey
$303K +$303K +1,417 New
BFG
1589
Barber Financial Group
Kansas
$302K -$157K -732 -34%
IFO
1590
Independent Family Office
New York
$300K – – –
FIA
1591
Foundations Investment Advisors
Arizona
$299K +$13.7K +65 +5%
CCMW
1592
Cypress Capital Management (Wyoming)
Wyoming
$298K -$36.4K -170 -11%
NFG
1593
Nadler Financial Group
Illinois
$298K +$37.5K +175 +14%
PFM
1594
Peak Financial Management
Massachusetts
$298K +$298K +1,390 New
WWM
1595
WJ Wealth Management
Arizona
$298K +$298K +1,392 New
ESBC
1596
E.S. Barr & Co
Kentucky
$297K – – –
LF
1597
Lee Financial
Texas
$297K – – –
CS
1598
Capital Square
Tennessee
$296K +$21.4K +100 +8%
AWM
1599
Apollon Wealth Management
South Carolina
$296K +$28.9K +135 +11%
AIC
1600
Archer Investment Corporation
Indiana
$295K +$65.7K +307 +29%
62 63
64
65 66