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Boeing
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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 %
BWCS
1826
Beirne Wealth Consulting Services
Connecticut
$343K +$343K +1,316 New
AWC
1827
Adamsbrown Wealth Consultants
Kansas
$342K +$3.91K +15 +1%
CG
1828
CFO4Life Group
Texas
$341K -$25.8K -99 -7%
DC
1829
DeDora Capital
California
$341K – – –
SWP
1830
Semus Wealth Partners
Florida
$341K +$5.74K +22 +2%
RS
1831
Retirement Solution
Washington
$341K +$34.9K +134 +11%
AF
1832
Affiance Financial
Minnesota
$341K – – –
PFG
1833
Pinnacle Financial Group
Illinois
$339K – – –
WC
1834
Woodstock Corp
Massachusetts
$339K -$100K -385 -23%
RRA
1835
Round Rock Advisors
Connecticut
$339K +$339K +1,300 New
SIM
1836
SSI Investment Management
California
$339K -$1.3K -5 -0.4%
AHL
1837
Abel Hall LLC
Louisiana
$338K +$338K +1,297 New
BRM
1838
Boston Research & Management
Massachusetts
$338K – – –
GFL
1839
Granite FO LLC
New Hampshire
$338K – – –
TCM
1840
Towercrest Capital Management
Pennsylvania
$336K +$2.35K +9 +0.7%
MSE
1841
MUFG Securities EMEA
United Kingdom
$335K -$1.45M -5,555 -81%
HCMG
1842
Howard Capital Management Group
California
$335K – – –
SWP
1843
Strategic Wealth Partners
Ohio
$333K -$54K -207 -14%
GL
1844
Gerber LLC
Ohio
$333K +$333K +1,277 New
REMPR
1845
Roof Eidam Maycock Peralta (REMP)
California
$332K – – –
AL
1846
ADE LLC
Maryland
$332K – – –
BMWM
1847
Brown Miller Wealth Management
Virginia
$332K +$261 +1 +0.1%
AWMNH
1848
Arcadia Wealth Management (New Hampshire)
New Hampshire
$332K +$2.87K +11 +0.9%
LF
1849
Lantz Financial
Illinois
$331K -$13.6K -52 -4%
UWPG
1850
Ullmann Wealth Partners Group
Florida
$331K -$782 -3 -0.2%
72 73
74
75 76