BA icon

Boeing
BA

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 %
M
1801
MOTCO
Texas
$206K – – –
HGWM
1802
Horst & Graben Wealth Management
Oregon
$206K +$206K +961 New
TCWM
1803
Total Clarity Wealth Management
Illinois
$206K +$206K +963 New
NEWAS
1804
N.E.W. Advisory Services
Wisconsin
$205K -$57.3K -269 -22%
VCM
1805
Vigilant Capital Management
Maine
$205K -$51.3K -240 -20%
HIM
1806
Hanlon Investment Management
New Jersey
$205K +$205K +956 New
SFM
1807
Signet Financial Management
New Jersey
$205K +$205K +956 New
4WM
1808
44 Wealth Management
Oregon
$205K +$205K +958 New
BFPW
1809
BOK Financial Private Wealth
Colorado
$204K +$204K +954 New
LD
1810
Lipe & Dalton
New York
$203K – – –
BG
1811
Bahl & Gaynor
Ohio
$203K +$203K +950 New
RW
1812
REDW Wealth
New Mexico
$203K +$203K +950 New
CBT
1813
Capital Bank & Trust
California
$202K -$188K -880 -48%
LSC
1814
Lesa Sroufe & Co
Washington
$202K -$63.3K -295 -24%
TSS
1815
Two Sigma Securities
New York
$202K +$202K +942 New
BST
1816
Bath Savings Trust
Maine
$201K -$96.2K -450 -32%
CWA
1817
Clearview Wealth Advisors
Oregon
$201K +$201K +937 New
NCM
1818
Nelson Capital Management
California
$201K +$201K +941 New
VBFG
1819
Vishria Bird Financial Group
Tennessee
$200K +$200K +935 New
TFGT
1820
TS Financial Group (TSFG)
Illinois
$197K +$24.1K +113 +14%
AW
1821
Avion Wealth
Texas
$196K +$21.4K +100 +12%
MCM
1822
MV Capital Management
Maryland
$195K – – –
TF
1823
Tompkins Financial
New York
$194K -$95.7K -446 -33%
BCP
1824
Blue Chip Partners
Michigan
$193K +$51.6K +241 +37%
TIAM2
1825
Tru Independence Asset Management 2
Oregon
$193K +$193K +901 New
71 72
73
74 75