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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 %
OLVIG
1951
Oliver Lagore Vanvalin Investment Group
Michigan
$73.3K -$10.3K -54 -12%
KFS
1952
Kelly Financial Services
Massachusetts
$72.3K – – –
HBW
1953
Hazlett, Burt & Watson
West Virginia
$72K – – –
WAS
1954
Winch Advisory Services
Wisconsin
$72K – – –
CWP
1955
Concord Wealth Partners
Virginia
$71.4K +$71.4K +375 New
CWM
1956
CarsonAllaria Wealth Management
Illinois
$71K +$20.1K +105 +39%
TFP
1957
Tilia Fiduciary Partners
North Carolina
$71K -$1.9K -10 -3%
JFG
1958
JDM Financial Group
Texas
$70.5K +$70.5K +370 New
HCM
1959
Hollencrest Capital Management
California
$70.3K +$70.3K +369 New
HS
1960
Horan Securities
United States
$68.7K -$19.2K -101 -22%
3IP
1961
3Chopt Investment Partners
Virginia
$66.2K +$66.2K +348 New
EAM
1962
Erste Asset Management
Austria
$66.1K – – –
TCA
1963
Trifecta Capital Advisors
Illinois
$65.5K +$65.5K +344 New
VF
1964
VitalStone Financial
Texas
$65K +$65K +337 New
RFG
1965
RFP Financial Group
Georgia
$64.6K +$64.6K +339 New
LWANC
1966
Laurel Wealth Advisors (North Carolina)
North Carolina
$62.9K – – –
FPFS
1967
First Personal Financial Services
North Carolina
$61.7K – – –
RBC
1968
Roble Belko & Company
Pennsylvania
$61K – – –
CAS
1969
Coppell Advisory Solutions
Texas
$60.4K +$60.4K +317 New
CASC
1970
Coppell Advisory Solutions Corp
Texas
$60.4K +$60.4K +317 New
CB
1971
Centennial Bank
Arkansas
$60.2K +$60.2K +316 New
FRA
1972
Front Row Advisors
California
$59K – – –
CWM
1973
Cranbrook Wealth Management
Michigan
$58.3K – – –
GJIA
1974
Glass Jacobson Investment Advisors
Maryland
$58.1K +$58.1K +305 New
WPWM
1975
Western Pacific Wealth Management
Illinois
$56.2K +$38.1K +200 +211%
77 78
79
80 81