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Boeing
BA

Overview Fund Activity

2,465 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,465
Holders Change
+285
Holders Change %
+13.07%
% of All Funds
36.13%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
438
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.52B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$761M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$266M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$255M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$234M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$210M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1801
Aljian Capital Management
Nevada
$353K -$156K -600 -31%
FWM
1802
Finer Wealth Management
Massachusetts
$353K -$199K -764 -36%
QWP
1803
Quotient Wealth Partners
Texas
$353K +$353K +1,353 New
PCI
1804
Planning Center Inc
Illinois
$352K +$11.5K +44 +3%
SC
1805
Scholtz & Company
Connecticut
$352K +$352K +1,350 New
DCM
1806
Donaldson Capital Management
Indiana
$352K -$22.2K -85 -6%
BLAM
1807
Bourne Lent Asset Management
New York
$352K – – –
AMG
1808
Advisors Management Group
Wisconsin
$351K +$351K +1,348 New
LSC
1809
Lesa Sroufe & Co
Washington
$350K – – –
YIA
1810
YHB Investment Advisors
Connecticut
$349K -$6.52K -25 -2%
CCP
1811
Clarity Capital Partners
California
$349K +$349K +1,339 New
KBFS
1812
Kohmann Bosshard Financial Services
Ohio
$349K -$74K -284 -18%
RWMG
1813
Redwood Wealth Management Group
New Jersey
$349K -$2.61K -10 -0.7%
SCM
1814
Saxony Capital Management
Missouri
$349K +$349K +1,338 New
MWP
1815
Meridian Wealth Partners
Pennsylvania
$348K +$1.56K +6 +0.5%
SDH
1816
Sloy Dahl & Holst
Washington
$348K -$15.1K -58 -4%
SMA
1817
Sage Mountain Advisors
Georgia
$347K -$33.1K -127 -9%
ASI
1818
Advisory Services & Investments
Oregon
$347K – – –
SL
1819
Sentry LLC
Tennessee
$347K – – –
GKWIM
1820
Gerber Kawasaki Wealth & Investment Management
California
$347K -$28.7K -110 -8%
SA
1821
Strategic Advocates
Utah
$346K – – –
EFA
1822
Evernest Financial Advisors
Indiana
$344K +$344K +1,321 New
SC
1823
Schulhoff & Co
Ohio
$344K – – –
OWA
1824
Opal Wealth Advisors
New York
$344K +$1.3K +5 +0.4%
CSA
1825
Cottage Street Advisors
Massachusetts
$343K +$61.8K +240 +22%
71 72
73
74 75