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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 %
WIM
1676
Westside Investment Management
California
$258K -$60.8K -1,486 -19%
MCWS
1677
McKinley Carter Wealth Services
West Virginia
$257K +$257K +1,200 New
TWM
1678
Tolleson Wealth Management
Texas
$256K +$256K +1,194 New
AFM
1679
Andesa Financial Management
Pennsylvania
$256K +$256K +1,196 New
RPWA
1680
Regent Peak Wealth Advisors
Georgia
$256K +$256K +1,196 New
PAM
1681
Private Asset Management
California
$255K -$864K -4,031 -77%
FAN
1682
Financial Advisors Network
California
$255K -$23.5K -110 -8%
C
1683
Certuity
Florida
$255K +$8.57K +40 +3%
YWP
1684
YorkBridge Wealth Partners
New York
$255K +$255K +1,190 New
FFS
1685
Founders Financial Securities
Maryland
$255K +$255K +1,192 New
CCT
1686
Capital City Trust
Florida
$254K -$8.56K -40 -3%
CHA
1687
Cooper/Haims Advisors
New York
$254K +$254K +1,187 New
CVM
1688
Cheviot Value Management
California
$254K +$254K +1,188 New
FC
1689
Forte Capital
New York
$253K +$253K +1,181 New
AWM
1690
Accel Wealth Management
Iowa
$253K +$253K +1,182 New
WWM
1691
WT Wealth Management
Arizona
$252K -$117K -548 -32%
AOG
1692
Alpha Omega Group
Virginia
$252K +$252K +1,176 New
CC
1693
Cadinha & Co
Hawaii
$252K +$252K +1,177 New
SVWAG
1694
Sound View Wealth Advisors Group
Georgia
$252K +$252K +1,178 New
CFAM
1695
Center For Asset Management
Florida
$251K +$251K +1,173 New
RWM
1696
Reston Wealth Management
Virginia
$251K +$251K +1,175 New
LCM
1697
LVM Capital Management
Michigan
$249K -$26.7K -125 -10%
TC
1698
Truvestments Capital
Florida
$249K +$197K +922 +378%
LCM
1699
Leisure Capital Management
California
$249K +$249K +1,161 New
NA
1700
Nottingham Advisors
New York
$249K +$249K +1,161 New
66 67
68
69 70