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Boeing
BA

Overview Fund Activity

2,465 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,465
Holders Change
+285
Holders Change %
+13.07%
% of All Funds
36.13%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
438
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.52B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$761M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$266M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$255M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$234M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$210M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1976
WESPAC Advisors
California
$274K -$9.38K -36 -3%
MFC
1977
Mechanics Financial Corp
Ohio
$274K – – –
ESBC
1978
E.S. Barr & Co
Kentucky
$274K – – –
CBOR
1979
Community Bank of Raymore
Missouri
$274K – – –
RIS
1980
Retirement Income Solutions
Michigan
$274K – – –
CMAI
1981
Capital Management Associates Inc
Minnesota
$274K +$274K +1,050 New
EFL
1982
ERn Financial LLC
Wisconsin
$274K -$6.77K -32 -2%
GC
1983
GFG Capital
Florida
$273K – – –
AFWM
1984
Abich Financial Wealth Management
Virginia
$273K +$273K +1,047 New
M
1985
MOTCO
Texas
$273K – – –
BWL
1986
Bogart Wealth LLC
Virginia
$272K +$42.2K +162 +18%
IPW
1987
Impact Partnership Wealth
Georgia
$272K -$840K -3,223 -76%
VCAM
1988
Van Cleef Asset Management
Ohio
$272K – – –
PWA
1989
Physician Wealth Advisors
Utah
$272K – – –
GFG
1990
Greystone Financial Group
Michigan
$271K +$271K +1,040 New
VFPW
1991
Vantage Financial Partners (Wisconsin)
Wisconsin
$271K +$271K +1,040 New
FI
1992
FWG Investments
Kentucky
$271K +$271K +1,038 New
HFS
1993
Hantz Financial Services
Michigan
$270K +$2.87K +11 +1%
NC
1994
NinePointTwo Capital
California
$270K +$270K +1,038 New
FTC
1995
Farmers Trust Company
Ohio
$270K -$26.1K -100 -9%
AWP
1996
Abacus Wealth Partners
California
$269K +$269K +1,033 New
CCM
1997
Check Capital Management
California
$268K +$268K +1,030 New
SIC
1998
Samalin Investment Counsel
New York
$268K +$268K +1,029 New
JF
1999
JSF Financial
California
$268K -$21.1K -81 -7%
CVM
2000
Cheviot Value Management
California
$268K -$71.7K -275 -21%
78 79
80
81 82