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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 %
BFG
1876
Baron Financial Group
New Jersey
$109K +$2.14K +10 +2%
SAM
1877
S.A. Mason
Michigan
$109K -$156K -730 -59%
IRC
1878
Investors Research Corp
Georgia
$109K – – –
SFO
1879
Standard Family Office
South Dakota
$108K +$108K +504 New
FWM
1880
FSA Wealth Management
Massachusetts
$108K +$108K +505 New
DWA
1881
Dougherty Wealth Advisers
Minnesota
$107K – – –
NCM
1882
New Capital Management
Texas
$107K – – –
CMA
1883
Cedar Mountain Advisors
Oregon
$107K – – –
BAMG
1884
Brand Asset Management Group
Missouri
$106K -$214 -1 -0.2%
AssetMark Inc
1885
AssetMark Inc
California
$106K +$6.01K +28 +6%
FP
1886
Financial Perspectives
Minnesota
$105K -$12.2K -57 -10%
ADIM
1887
Alpha DNA Investment Management
Maryland
$105K +$105K +494 New
ONST
1888
Old North State Trust
North Carolina
$104K -$231K -1,073 -69%
KLWA
1889
Kelly Lawrence W & Associates
California
$103K -$102K -475 -50%
CAL
1890
Capital Advisors Ltd
Ohio
$103K – – –
PGAM
1891
Princeton Global Asset Management
New Jersey
$102K – – –
JPLA
1892
Joseph P. Lucia & Associates
New York
$102K +$102K +475 New
FPCG
1893
Fort Pitt Capital Group
Pennsylvania
$101K +$101K +473 New
MFT
1894
Moisand Fitzgerald Tamayo
Florida
$100K -$14K -65 -12%
WAS
1895
Winch Advisory Services
Wisconsin
$100K – – –
IFAM
1896
Institutional & Family Asset Management
Colorado
$97K +$66.9K +313 +222%
CWP
1897
Concord Wealth Partners
Virginia
$96K +$96K +450 New
RA
1898
Rational Advisors
New York
$95K +$48.5K +227 +104%
MUMSS
1899
Mitsubishi UFJ Morgan Stanley Securities
Japan
$95K +$95K +445 New
BWM
1900
Birchcreek Wealth Management
Ohio
$94K +$94K +440 New
74 75
76
77 78