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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 %
AFG
1976
Albion Financial Group
Utah
$30K +$30K +142 New
AIA
1977
Arcadia Investment Advisors
Idaho
$29.3K – – –
DWMG
1978
DB Wealth Management Group
California
$28K +$28K +130 New
HF
1979
Halpern Financial
Virginia
$27.8K – – –
PS
1980
Planned Solutions
California
$23K -$8.38K -39 -27%
JMF
1981
Johnson Midwest Financial
Iowa
$22K +$22K +102 New
PG
1982
Proffitt & Goodson
Tennessee
$21K -$2.19K -10 -9%
SA
1983
SRH Advisors
Kansas
$21K – – –
SQA
1984
Simon Quick Advisors
New Jersey
$21K – – –
JWBC
1985
John W. Brooker & Co
California
$21K +$21K +100 New
CCC
1986
Crescent Capital Consulting
Louisiana
$21K +$21K +100 New
CH
1987
Canton Hathaway
Rhode Island
$21K +$21K +100 New
EI
1988
Ellevest Inc
New York
$20K -$1.92K -9 -9%
VRM
1989
Vectors Research Management
New York
$20K – – –
MLFP
1990
MPS Loria Financial Planners
Illinois
$19K -$40.5K -196 -68%
BHWM
1991
Bay Harbor Wealth Management
Maryland
$19K +$8.95K +41 +89%
IWP
1992
IAG Wealth Partners
Wisconsin
$17K -$45.3K -200 -73%
CFO
1993
CVA Family Office
Colorado
$17K -$12.9K -59 -43%
CC
1994
Cypress Capital
Tennessee
$14K +$14K +66 New
FPFS
1995
First Personal Financial Services
North Carolina
$13K -$9.75K -45 -43%
IA
1996
IFS Advisors
Kansas
$13K +$13K +63 New
BDWM
1997
Brewin Dolphin Wealth Management
Ireland
$12.6K -$3.43K -16 -21%
BCM
1998
Blume Capital Management
California
$11K – – –
YAL
1999
Your Advocates Ltd
Texas
$11K – – –
CB
2000
CNB Bank
Pennsylvania
$11K +$3.53K +17 +47%
78 79
80
81 82