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Boeing
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Overview Fund Activity

1,752 hedge funds and large institutions have $51.9B invested in Boeing in 2020 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 713 increasing their positions, 802 reducing their positions, and 521 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
-419
Holders Change %
-19.3%
% of All Funds
38.7%
Holding in Top 10
38
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-67.24%
% of All Funds
0.84%
New
134
Increased
713
Reduced
802
Closed
521
Calls
$4.29B
Puts
$5.17B
Net Calls
-$886M
Net Calls Change
+$1.33B

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$714M
2
Capital World Investors
Capital World Investors
California
+$596M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$470M
4
Newport Trust Company
Newport Trust Company
District of Columbia
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.56B
2
JFA
Johanson Financial Advisors
California
-$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$420M
4
UBS Group
UBS Group
Switzerland
-$322M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
1626
Clean Yield Group
Vermont
$63K -$139K -940 -69%
KFS
1627
Kelly Financial Services
Massachusetts
$62.1K +$4.18K +28 +7%
NC
1628
NewSquare Capital
Pennsylvania
$60K -$5.96K -40 -9%
BWM
1629
Baystate Wealth Management
Massachusetts
$58K -$17.7K -118 -23%
JPLA
1630
Joseph P. Lucia & Associates
New York
$58K +$29.1K +195 +101%
HIM
1631
Hillsdale Investment Management
Ontario, Canada
$58K +$58K +390 New
LWS
1632
Lucia Wealth Services
California
$57K -$223K -1,488 -80%
DTIM
1633
Danda Trouve Investment Management
Kansas
$57K +$10.2K +68 +22%
AA
1634
AlphaMark Advisors
Kentucky
$54K – – –
WAS
1635
Winch Advisory Services
Wisconsin
$54K – – –
GG
1636
Gleason Group
Kentucky
$54K +$299 +2 +0.6%
OSAM
1637
O'Shaughnessy Asset Management
Connecticut
$52K -$34.9K -235 -40%
BWA
1638
Burt Wealth Advisors
Maryland
$51K +$18.5K +125 +57%
ECM
1639
Estabrook Capital Management
New York
$50.9K – – –
SFG
1640
Sowa Financial Group
Rhode Island
$50K -$61.5K -416 -55%
LWANC
1641
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K -$12.7K -85 -20%
Cohen & Steers
1642
Cohen & Steers
New York
$50K +$50K +336 New
KFI
1643
Key Financial Inc
Pennsylvania
$47K +$47K +306 New
IRC
1644
Investors Research Corp
Georgia
$46K – – –
MIM
1645
Macroview Investment Management
Maryland
$46K – – –
CWM
1646
Cranbrook Wealth Management
Michigan
$46K – – –
AAP
1647
Arax Advisory Partners
Colorado
$46K +$5.23K +35 +13%
RAM
1648
Riggs Asset Management
Pennsylvania
$45K -$2.82M -19,009 -98%
CFG
1649
Capstone Financial Group
Oklahoma
$45K +$7.25K +49 +19%
FRA
1650
Front Row Advisors
California
$44K -$707 -5 -2%
64 65
66
67 68