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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 %
TA
1626
Tiedemann Advisors
New York
$280K +$14.8K +69 +6%
NAMA
1627
Nikko Asset Management Americas
New York
$280K +$81.3K +379 +41%
RMCM
1628
Reynders McVeigh Capital Management
Massachusetts
$279K +$17.3K +81 +7%
WMP
1629
Wealth Management Partners
Arizona
$279K +$279K +1,382 New
BRM
1630
Boston Research & Management
Massachusetts
$278K – – –
AWA
1631
Alaska Wealth Advisors
Alaska
$276K -$16.5K -77 -6%
MPIA
1632
Mountain Pacific Investment Advisers
Idaho
$276K +$2.14K +10 +0.8%
5L
1633
55I LLC
Massachusetts
$275K -$157K -733 -36%
OWIM
1634
Old West Investment Management
California
$275K – – –
BEAM
1635
Baker Ellis Asset Management
Washington
$275K – – –
AWM
1636
Altus Wealth Management
Kentucky
$275K – – –
AWG
1637
Altus Wealth Group
Colorado
$275K +$275K +1,287 New
WIA
1638
World Investment Advisors
California
$274K -$105K -500 -28%
PA
1639
Perennial Advisors
New York
$274K +$4.28K +20 +2%
MF
1640
Montis Financial
Massachusetts
$274K +$274K +1,414 New
OPCM
1641
Osborne Partners Capital Management
California
$273K -$64.2K -300 -19%
AL
1642
ADE LLC
Maryland
$273K +$273K +1,274 New
JSL
1643
JT Stratford LLC
Georgia
$273K +$273K +1,275 New
SBL
1644
Sargent Bickham Lagudis
Colorado
$272K +$26.3K +123 +11%
PWP
1645
Personal Wealth Partners
Minnesota
$272K +$272K +1,272 New
NPF
1646
Norris Perne & French
Michigan
$270K +$270K +1,259 New
GKWIM
1647
Gerber Kawasaki Wealth & Investment Management
California
$270K +$270K +1,262 New
MCC
1648
Money Concepts Capital
Florida
$270K +$270K +1,263 New
EWM
1649
Evermay Wealth Management
Virginia
$269K -$4.28K -20 -2%
LWM
1650
Liberty Wealth Management
California
$269K +$15.6K +80 +6%
64 65
66
67 68