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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 %
WMA
1826
Wealth Management Associates
New Jersey
$212K +$212K +1,112 New
IDA
1827
Intelligence Driven Advisers
California
$211K +$211K +992 New
CWM
1828
Collaborative Wealth Management
Florida
$211K +$211K +1,108 New
DWM
1829
Drive Wealth Management
Utah
$211K +$211K +1,107 New
NJBEST
1830
New Jersey Better Educational Savings Trust
New Jersey
$210K +$210K +1,100 New
FZCM
1831
Flynn Zito Capital Management
New York
$209K +$209K +1,099 New
LCS
1832
Levin Capital Strategies
New York
$208K +$208K +1,094 New
MGWM
1833
Marks Group Wealth Management
Minnesota
$208K +$208K +1,092 New
SDH
1834
Sloy Dahl & Holst
Washington
$208K +$208K +1,091 New
BWM
1835
Baron Wealth Management
Michigan
$208K +$208K +1,090 New
FANJ
1836
Financial Architects (New Jersey)
New Jersey
$207K +$207K +1,085 New
PCP
1837
Proficio Capital Partners
Massachusetts
$206K +$206K +1,072 New
SAM
1838
Synergy Asset Management
Washington
$206K -$185K -970 -47%
AA
1839
Aufman Associates
Pennsylvania
$206K +$206K +1,081 New
EFM
1840
E Fund Management
China
$205K +$205K +1,074 New
TWM
1841
Tolleson Wealth Management
Texas
$205K +$205K +1,075 New
WFI
1842
West Family Investments
California
$205K +$205K +1,076 New
CA
1843
Claro Advisors
Massachusetts
$204K +$204K +1,073 New
FIM
1844
Fernwood Investment Management
Massachusetts
$204K +$204K +1,072 New
CAM
1845
Cozad Asset Management
Illinois
$204K +$204K +1,071 New
Belvedere Trading
1846
Belvedere Trading
Illinois
$204K +$204K +1,070 New
SA
1847
Sunesis Advisors
Kansas
$203K +$203K +1,067 New
BOH
1848
Bank of Hawaii
Hawaii
$203K +$203K +1,065 New
WIC
1849
Woodmont Investment Counsel
Tennessee
$203K +$203K +1,065 New
DTC
1850
Davidson Trust Company
Washington
$203K +$203K +1,064 New
72 73
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