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Boeing
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Overview Fund Activity

1,924 hedge funds and large institutions have $147B invested in Boeing in 2018 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 748 increasing their positions, 778 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
44.06%
Holding in Top 10
196
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+12%
% of All Funds
4.49%
New
119
Increased
748
Reduced
778
Closed
99
Calls
$3.59B
Puts
$3.85B
Net Calls
-$259M
Net Calls Change
+$1.18B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.17B
2
Capital International Investors
Capital International Investors
California
$1.8B
3
Boston Partners
Boston Partners
Massachusetts
$680M
4
Deutsche Bank
Deutsche Bank
Germany
$1.37B
5
Two Sigma Investments
Two Sigma Investments
New York
$182M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$15.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.52B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$103M
4
Newport Trust Company
Newport Trust Company
District of Columbia
$11.9B
5
LSV Asset Management
LSV Asset Management
Illinois
$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
2001
Hays Advisory
Tennessee
– -$138K -412 Closed
AP
2002
Advisors Preferred
Maryland
– -$127K -380 Closed
JAM
2003
Jolley Asset Management
North Carolina
– -$126K -375 Closed
MPPLM
2004
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$99K -296 Closed
CPA
2005
Clear Perspective Advisors
Illinois
– -$85K -253 Closed
LWA
2006
Lenox Wealth Advisors
New York
– -$84K -249 Closed
BGIM
2007
Brandywine Global Investment Management
Pennsylvania
– -$84K -248 Closed
RCG
2008
Ruggie Capital Group
Florida
– -$81K -242 Closed
JT
2009
Jump Trading
Illinois
– -$80K -237 Closed
PW
2010
Price Wealth
Texas
– -$70K -209 Closed
OFS
2011
Orrstown Financial Services
Pennsylvania
– -$64K -191 Closed
LC
2012
Landaas & Company
Wisconsin
– -$53K -157 Closed
MBT
2013
Monroe Bank & Trust
Michigan
– -$42K -125 Closed
B
2014
Bridgeworth
Alabama
– -$35K -106 Closed
RFWA
2015
RPg Family Wealth Advisory
Massachusetts
– -$30.2K -90 Closed
CDIA
2016
Capital Directions Investment Advisors
Georgia
– -$18K -54 Closed
CWM
2017
Cedar Wealth Management
California
– -$17K -52 Closed
FA
2018
Fortis Advisors
Pennsylvania
– -$14K -42 Closed
PCM
2019
Poehling Capital Management
Wisconsin
– -$10K -30 Closed
BCP
2020
Blackhawk Capital Partners
Wisconsin
– -$10K -30 Closed
FMP
2021
Financial Management Professionals
Texas
– -$9K -26 Closed
HCM
2022
Hilton Capital Management
New York
– -$4K -13 Closed
GWA
2023
Guidant Wealth Advisors
Illinois
– -$2K -8 Closed
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