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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 %
ZF
1726
Zhang Financial
Michigan
$246K +$246K +1,291 New
AA
1727
Alesco Advisors
New York
$246K -$35.2M -184,930 -99%
HCMG
1728
Howard Capital Management Group
California
$245K +$245K +1,284 New
CFSG
1729
Clark Financial Services Group
Missouri
$245K +$245K +1,286 New
FWTB
1730
First Western Trust Bank
Colorado
$245K +$245K +1,284 New
MFG
1731
Menard Financial Group
Texas
$244K +$244K +1,282 New
NFG
1732
Nadler Financial Group
Illinois
$243K +$243K +1,274 New
AL
1733
ADE LLC
Maryland
$243K +$243K +1,274 New
LWP
1734
LMG Wealth Partners
Louisiana
$242K +$242K +1,147 New
OAM
1735
Occidental Asset Management
California
$242K +$242K +1,273 New
AF
1736
Affiance Financial
Minnesota
$242K +$242K +1,269 New
JFA
1737
JNBA Financial Advisors
Minnesota
$242K – – –
GBS
1738
Gallagher Benefit Services
Illinois
$241K +$241K +1,267 New
F
1739
F3Logic
Minnesota
$241K +$241K +1,267 New
SAM
1740
Steinberg Asset Management
New York
$241K +$241K +1,267 New
HFG
1741
Heron Financial Group
New York
$241K +$241K +1,176 New
GWA
1742
GGM Wealth Advisors
Maryland
$241K +$241K +1,131 New
RFN
1743
Redwood Financial Network
Ohio
$241K +$241K +1,263 New
BG
1744
Bahl & Gaynor
Ohio
$240K +$240K +1,262 New
AWMNH
1745
Arcadia Wealth Management (New Hampshire)
New Hampshire
$240K +$240K +1,262 New
STB
1746
S&T Bank
Pennsylvania
$240K +$240K +1,262 New
CTI
1747
Community Trust & Investment
Kentucky
$239K +$239K +1,255 New
EFG
1748
Ethos Financial Group
Pennsylvania
$239K +$239K +1,255 New
LCM
1749
LVM Capital Management
Michigan
$239K +$239K +1,255 New
AWS
1750
AJ Wealth Strategies
New York
$239K +$239K +1,256 New
68 69
70
71 72