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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 %
ICG
1651
InterOcean Capital Group
Tennessee
$269K +$269K +1,259 New
Cohen & Steers
1652
Cohen & Steers
New York
$268K +$67K +313 +33%
BTWM
1653
Baker Tilly Wealth Management
Wisconsin
$268K +$268K +1,252 New
OAM
1654
Occidental Asset Management
California
$268K +$268K +1,253 New
PWA
1655
Physician Wealth Advisors
Utah
$268K +$268K +1,283 New
WP
1656
Waycross Partners
Kentucky
$267K +$267K +1,246 New
WQ
1657
Wealth Quarterback
New Jersey
$266K -$16.3K -76 -6%
UWM
1658
Urban Wealth Management
California
$266K +$266K +1,242 New
TCM
1659
Tufton Capital Management
Maryland
$266K +$266K +1,244 New
HWA
1660
Heritage Wealth Advisors
Virginia
$265K -$36.5K -171 -12%
FUBT
1661
First United Bank & Trust
Maryland
$265K +$2.14K +10 +0.8%
IWAG
1662
Integer Wealth Advisors Group
Georgia
$263K -$2.11K -10 -0.8%
TCM
1663
Towercrest Capital Management
Pennsylvania
$263K – – –
MWP
1664
Meridian Wealth Partners
Pennsylvania
$263K +$13.9K +65 +6%
GHAM
1665
Gilman Hill Asset Management
Connecticut
$263K +$263K +1,229 New
ML
1666
McAdam LLC
Pennsylvania
$262K +$2.28K +11 +0.9%
B
1667
Bailard
California
$261K -$43.7K -204 -14%
AWM
1668
Arbor Wealth Management
Florida
$261K -$28.9K -135 -10%
BCA
1669
Bray Capital Advisors
Florida
$261K -$3.21K -15 -1%
PCG
1670
Private Capital Group
Connecticut
$261K +$30.1K +141 +13%
BMWM
1671
Brown Miller Wealth Management
Virginia
$261K +$261K +1,219 New
DHFB
1672
Dixon Hubard Feinour & Brown
Virginia
$260K – – –
FBC
1673
Fairfield, Bush & Co
Connecticut
$259K -$42.7K -200 -14%
AOWM
1674
Alpha Omega Wealth Management
Virginia
$259K -$3.64K -17 -1%
BIA
1675
Barry Investment Advisors
Massachusetts
$258K +$258K +1,206 New
65 66
67
68 69