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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 %
SW
1701
Simplicity Wealth
New Jersey
$252K +$252K +1,325 New
SIC
1702
Salem Investment Counselors
North Carolina
$252K +$28.6K +150 +13%
KP
1703
Keel Point
Alabama
$252K +$252K +1,324 New
PFG
1704
Prosperity Financial Group
California
$252K +$252K +1,324 New
RWMG
1705
Redwood Wealth Management Group
New Jersey
$252K +$252K +1,323 New
GIA
1706
GHP Investment Advisors
Colorado
$252K -$21.9K -115 -8%
ZIMP
1707
Zimmermann Investment Management & Planning
Pennsylvania
$252K +$252K +1,321 New
VAS
1708
Vestmark Advisory Solutions
Massachusetts
$252K +$252K +1,321 New
JC
1709
JB Capital
Connecticut
$251K +$251K +1,320 New
DC
1710
DeDora Capital
California
$250K +$250K +1,315 New
AWM
1711
Angeles Wealth Management
California
$250K +$250K +1,313 New
TCWM
1712
Total Clarity Wealth Management
Illinois
$250K +$250K +1,310 New
ACS
1713
Archford Capital Strategies
Illinois
$249K +$249K +1,307 New
VBWMG
1714
Von Berge Wealth Management Group
California
$249K +$249K +1,177 New
MC
1715
Miramar Capital
Illinois
$248K – – –
DDPIC
1716
Deroy & Devereaux Private Investment Counsel
Michigan
$248K +$248K +1,300 New
GWP
1717
Gateway Wealth Partners
Wisconsin
$248K +$248K +1,300 New
ASA
1718
Armstrong Shaw Associates
Connecticut
$248K -$95.2K -500 -28%
MWP
1719
Meridian Wealth Partners
Pennsylvania
$248K +$248K +1,300 New
CC
1720
Constitution Capital
Connecticut
$248K +$248K +1,300 New
SL
1721
Salomon & Ludwin
Virginia
$247K +$247K +1,298 New
OWP
1722
Obermeyer Wealth Partners
Colorado
$247K +$247K +1,298 New
Cohen & Steers
1723
Cohen & Steers
New York
$247K – – –
PO
1724
Private Ocean
California
$247K -$190 -1 -0.1%
FCA
1725
FinTrust Capital Advisors
South Carolina
$246K +$71.4K +375 +41%
67 68
69
70 71