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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 %
PB
1926
Pinnacle Bancorp
Nebraska
$96K +$7.65K +40 +9%
HWMA
1927
Heritage Wealth Management (Arizona)
Arizona
$95.7K +$64.1K +337 +203%
DWA
1928
Dougherty Wealth Advisers
Minnesota
$95.1K – – –
HIIFS
1929
Harel Insurance Investments & Financial Services
Israel
$94K +$94K +500 New
CAM
1930
Costello Asset Management
Pennsylvania
$93.5K – – –
GBT
1931
Grove Bank & Trust
Florida
$93K +$93K +487 New
KLWA
1932
Kelly Lawrence W & Associates
California
$91.4K -$90.5K -475 -50%
GWSA
1933
Global Wealth Strategies & Associates
Colorado
$91.1K +$91.1K +478 New
MLA
1934
MB, Levis & Associates
Pennsylvania
$90.1K +$90.1K +473 New
OA
1935
Operose Advisors
Wisconsin
$88.4K – – –
MS
1936
Marshall & Sullivan
Washington
$88.2K +$88.2K +463 New
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
CAC
1938
Core Alternative Capital
Georgia
$86.1K -$48.6K -255 -36%
GTAM
1939
Global Trust Asset Management
Florida
$83.8K +$51.8K +272 +162%
FMTCOCP
1940
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K -$7.58K -40 -8%
WFA
1941
West Financial Advisors
Iowa
$82.5K – – –
AWM
1942
Align Wealth Management
Oklahoma
$82.4K +$82.4K +681 New
BG
1943
Bollard Group
Massachusetts
$81K – – –
MAWCM
1944
Mine & Arao Wealth Creation & Management
California
$79.1K -$47.6K -250 -38%
AssetMark Inc
1945
AssetMark Inc
California
$77.7K +$23.6K +124 +44%
BHWM
1946
Beaird Harris Wealth Management
Texas
$76K +$13.5K +71 +22%
SA
1947
SRH Advisors
Kansas
$76K – – –
BWM
1948
Baystate Wealth Management
Massachusetts
$76K – – –
TC
1949
Truvestments Capital
Florida
$74.2K -$15.2K -80 -17%
MFT
1950
Moisand Fitzgerald Tamayo
Florida
$73.5K +$3.81K +20 +5%
76 77
78
79 80