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Boeing
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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 %
PWA
1826
Phoenix Wealth Advisors
North Carolina
$192K +$192K +899 New
FMP
1827
Financial Management Professionals
Texas
$188K +$94K +440 +100%
CBT
1828
Central Bank & Trust
Kentucky
$182K -$27.4K -128 -13%
FCA
1829
FinTrust Capital Advisors
South Carolina
$181K +$10.9K +51 +6%
SFPG
1830
Stonebridge Financial Planning Group
Florida
$180K +$10.7K +50 +6%
EA
1831
Elm Advisors
California
$180K +$180K +842 New
KFS
1832
Kelly Financial Services
Massachusetts
$180K +$63.6K +297 +55%
TFM
1833
TFC Financial Management
Massachusetts
$179K – – –
GWM
1834
Greenhouse Wealth Management
Connecticut
$179K +$179K +838 New
JWM
1835
Janiczek Wealth Management
Colorado
$178K – – –
HFS
1836
Hantz Financial Services
Michigan
$176K +$2.78K +13 +2%
CAM
1837
CenterStar Asset Management
Illinois
$173K – – –
CIA
1838
Cascade Investment Advisors
Oregon
$171K – – –
SIAG
1839
Signet Investment Advisory Group
Rhode Island
$171K +$171K +800 New
CWC
1840
Carolinas Wealth Consulting
North Carolina
$170K +$26.6K +124 +19%
GWMIA
1841
Global Wealth Management Investment Advisory
Florida
$165K +$44.4K +208 +37%
AWM
1842
Atticus Wealth Management
Florida
$165K +$51.1K +239 +45%
PP
1843
PrairieView Partners
Minnesota
$163K – – –
BFC
1844
Bedel Financial Consulting
Indiana
$161K -$51.2K -240 -24%
PB
1845
Pinnacle Bancorp
Nebraska
$152K -$5.99K -28 -4%
ARMC
1846
American Research & Management Company
Massachusetts
$152K +$2.14K +10 +1%
LGWM
1847
Litman Gregory Wealth Management
California
$151K +$5.55K +26 +4%
DWP
1848
Destiny Wealth Partners
Florida
$151K +$151K +705 New
JGIA
1849
Jackson Grant Investment Advisers
Connecticut
$150K +$150K +700 New
PFO
1850
Pathstone Family Office
New Jersey
$148K +$9.64K +45 +7%
72 73
74
75 76