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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 %
BWM
1576
Benchmark Wealth Management
Connecticut
$317K – – –
DWP
1577
Daymark Wealth Partners
Ohio
$317K +$317K +1,663 New
BA
1578
Birinyi Associates
Connecticut
$314K -$47.6K -250 -13%
BAM
1579
Blueshift Asset Management
New Jersey
$314K +$314K +1,648 New
TA
1580
TrueWealth Advisors
Alabama
$314K +$314K +1,648 New
HW
1581
Hamilton Wealth
California
$313K +$313K +1,641 New
ERIC
1582
Eagle Rock Investment Company
Georgia
$312K +$312K +1,500 New
PCTC
1583
Perkins Coie Trust Company
Washington
$312K – – –
GL
1584
Graypoint LLC
New York
$312K +$312K +1,636 New
PFG
1585
Pinnacle Financial Group
Illinois
$311K +$311K +1,635 New
EWA
1586
EverSource Wealth Advisors
Alabama
$311K +$196K +1,027 +169%
LCM
1587
LCM Capital Management
Illinois
$310K -$15.2K -80 -5%
ISB
1588
Iowa State Bank
Iowa
$310K +$310K +1,630 New
CL
1589
COWA LLC
Oklahoma
$310K -$64.9K -315 -17%
SIC
1590
SJS Investment Consulting
Ohio
$309K +$1.71K +9 +0.6%
IWN
1591
Independent Wealth Network
Iowa
$308K +$308K +1,618 New
UAML
1592
US Asset Management LLC
Pennsylvania
$308K +$308K +1,615 New
CMS
1593
Capital Market Strategies
Florida
$307K -$19K -100 -6%
BOSSRA
1594
B.O.S.S. Retirement Advisors
Utah
$307K +$307K +1,611 New
MAA
1595
Matrix Asset Advisors
New York
$307K +$307K +1,611 New
WIM
1596
Westside Investment Management
California
$307K -$27.1K -800 -8%
LIA
1597
LBMC Investment Advisors
Tennessee
$306K +$306K +1,607 New
WAM
1598
WNY Asset Management
New York
$306K +$306K +1,605 New
MCM
1599
MV Capital Management
Maryland
$305K +$4.95K +26 +2%
SIAP
1600
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$303K +$303K +1,591 New
62 63
64
65 66