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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 %
CWM
1776
Compass Wealth Management
Connecticut
$231K +$231K +1,214 New
LCM
1777
Leisure Capital Management
California
$231K +$231K +1,213 New
PCI
1778
Planning Center Inc
Illinois
$231K +$231K +1,212 New
HWA
1779
Heritage Wealth Advisors
Virginia
$231K -$3.05K -16 -1%
CAM
1780
Concorde Asset Management
Michigan
$230K +$230K +1,704 New
EFL
1781
ERn Financial LLC
Wisconsin
$230K +$230K +1,206 New
THL
1782
Tillman Hartley LLC
Colorado
$230K +$230K +1,205 New
LCM
1783
Lattice Capital Management
Washington
$229K +$229K +1,200 New
IAS
1784
IMA Advisory Services
Colorado
$228K -$37.9K -199 -14%
BWFA
1785
Baltimore-Washington Financial Advisors
Maryland
$227K +$227K +1,193 New
SFG
1786
StrategIQ Financial Group
Indiana
$226K +$226K +1,188 New
AA
1787
Addison Advisors
Vermont
$226K +$6.48K +34 +3%
AF
1788
Aldebaran Financial
$226K +$226K +1,185 New
NWM
1789
Northcape Wealth Management
New York
$226K -$687K -3,607 -75%
AOWM
1790
Alpha Omega Wealth Management
Virginia
$226K +$226K +1,184 New
AWM
1791
Accel Wealth Management
Iowa
$225K – – –
Bank Julius Baer & Co
1792
Bank Julius Baer & Co
Switzerland
$225K -$67.1K -352 -23%
SOS
1793
Silver Oak Securities
Tennessee
$225K +$118K +619 +111%
AWM
1794
Altus Wealth Management
Kentucky
$225K +$225K +1,180 New
BMCM
1795
Bryn Mawr Capital Management
Pennsylvania
$225K +$225K +1,180 New
AWA
1796
Amplius Wealth Advisors
Pennsylvania
$225K +$225K +1,179 New
SPC
1797
Stewart & Patten Company
California
$224K +$224K +1,177 New
SIC
1798
Samalin Investment Counsel
New York
$223K -$147K -770 -40%
HHGA
1799
Halbert Hargrove Global Advisors
California
$222K +$222K +1,166 New
TCM
1800
Telos Capital Management
California
$222K +$222K +1,165 New
70 71
72
73 74