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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 %
CTB
1851
Country Trust Bank
Illinois
$147K -$1.5K -7 -1%
MSFP
1852
Mark Sheptoff Financial Planning
Connecticut
$147K +$34.3K +160 +30%
ETI
1853
Enterprise Trust & Investment
California
$146K – – –
GAM
1854
Gemmer Asset Management
California
$145K -$13.7K -64 -9%
CI
1855
CX Institutional
Indiana
$144K +$58.9K +276 +69%
FMTCOCP
1856
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K – – –
SWM
1857
Sugarloaf Wealth Management
Georgia
$141K -$23.9K -112 -15%
MRCM
1858
M&R Capital Management
New Jersey
$139K -$17.1K -80 -11%
MAWCM
1859
Mine & Arao Wealth Creation & Management
California
$139K – – –
FFA
1860
Freedman Financial Associates
Massachusetts
$137K +$137K +641 New
BWL
1861
Bogart Wealth LLC
Virginia
$136K -$60.6K -284 -31%
NICM
1862
Neo Ivy Capital Management
New York
$134K +$100K +468 +298%
PCFFS
1863
Pacific Center for Financial Services
California
$128K +$85.1K +397 +199%
LSV Asset Management
1864
LSV Asset Management
Illinois
$128K +$128K +600 New
HWM
1865
HighMark Wealth Management
Minnesota
$127K +$41.8K +196 +49%
SIS
1866
Sound Income Strategies
Florida
$126K -$14.7K -69 -10%
GG
1867
Gleason Group
Kentucky
$126K +$48.4K +225 +62%
PCA
1868
Peddock Capital Advisors
Massachusetts
$125K +$125K +582 New
ZB
1869
Zions Bancorporation
Utah
$124K -$409K -1,915 -77%
BWM
1870
Baystate Wealth Management
Massachusetts
$122K +$34.8K +163 +40%
NWA
1871
Navis Wealth Advisors
New York
$122K +$122K +570 New
MRG
1872
Milestone Resources Group
British Virgin Islands
$119K +$4.91K +23 +4%
SFP
1873
Sterling Financial Planning
New Jersey
$115K +$115K +535 New
GC
1874
Grace Capital
Massachusetts
$114K -$54.1K -252 -32%
ICP
1875
Interchange Capital Partners
Pennsylvania
$111K +$111K +520 New
73 74
75
76 77