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Boeing
BA

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 %
ABLA
1876
Alan B. Lancz & Associates
Ohio
$171K +$171K +800 New
IRAG
1877
Investment Research & Advisory Group
Georgia
$169K – – –
BWL
1878
Bogart Wealth LLC
Virginia
$167K +$7.62K +40 +5%
EBA
1879
Eagle Bay Advisors
New York
$166K -$34.1K -179 -17%
RMC
1880
Resources Management Corp
Connecticut
$161K -$6.67K -35 -4%
TF
1881
Tompkins Financial
New York
$155K – – –
PP
1882
PrairieView Partners
Minnesota
$155K – – –
CBT
1883
CoreFirst Bank & Trust
Kansas
$152K – – –
PP
1884
PFS Partners
New Jersey
$150K -$23.8K -125 -14%
VWM
1885
Valley Wealth Managers
New Jersey
$149K -$3.24K -17 -2%
SGC
1886
Slocum, Gordon & Co
Rhode Island
$147K +$147K +773 New
LTI
1887
Laffer Tengler Investments
Tennessee
$147K – – –
VCM
1888
Versant Capital Management
Arizona
$144K – – –
AP
1889
Arlington Partners
Alabama
$143K -$5.33K -28 -4%
SPM
1890
Symmetry Peak Management
Pennsylvania
$143K +$143K +750 New
TFS
1891
TrustCore Financial Services
Tennessee
$143K -$3.62K -19 -2%
TFM
1892
TFC Financial Management
Massachusetts
$138K – – –
MMG
1893
Monetary Management Group
Missouri
$138K – – –
EWM
1894
Evermay Wealth Management
Virginia
$137K -$119K -624 -46%
WAM
1895
WFA Asset Management
Wisconsin
$135K – – –
CIM
1896
Contravisory Investment Management
Massachusetts
$134K – – –
ONST
1897
Old North State Trust
North Carolina
$134K – – –
FMP
1898
Financial Management Professionals
Texas
$134K +$9.56K +50 +8%
CMA
1899
Cedar Mountain Advisors
Oregon
$130K – – –
ACM
1900
Antonetti Capital Management
Florida
$129K +$11.6K +61 +10%
74 75
76
77 78