2,057 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 849 increasing their positions, 842 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
-41
Holders Change %
-1.95%
% of All Funds
45.18%
Holding in Top 10
167
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
3.67%
New
103
Increased
849
Reduced
842
Closed
130
Calls
$5.39B
Puts
$7.11B
Net Calls
-$1.71B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
2001
Alpha Windward
Massachusetts
$73K
GWAG
2002
Garrett Wealth Advisory Group
Texas
$72.3K +$72.3K +190 New
GTAM
2003
Global Trust Asset Management
Florida
$64K -$16K -42 -20%
ST
2004
Sageworth Trust
Pennsylvania
$61K
AWA
2005
Artemis Wealth Advisors
New York
$57.1K
BL
2006
Balentine LLC
Georgia
$56K +$9.97K +26 +22%
NIM
2007
NuWave Investment Management
New Jersey
$56K +$29.3K +79 +110%
EI
2008
Ellevest Inc
New York
$53K +$3.41K +9 +7%
UB
2009
UMB Bank
Missouri
$50.4K -$2.06K -5,423 -4%
CCA
2010
Catalyst Capital Advisors
New York
$50K +$50K +132 New
CAL
2011
Capital Analysts LLC
Pennsylvania
$49K +$26K +69 +113%
FBT
2012
First Bank & Trust
South Dakota
$48K
PCFFS
2013
Pacific Center for Financial Services
California
$48K
SWM
2014
Selective Wealth Management
Virginia
$44K +$44K +116 New
SQA
2015
Simon Quick Advisors
New Jersey
$43K -$44.1K -116 -51%
BAM
2016
Barrett Asset Management
New York
$40K +$40K +104 New
VIM
2017
Veritas Investment Management
United Kingdom
$40K +$40K +105 New
PG
2018
Proffitt & Goodson
Tennessee
$39K
AM
2019
Atwater Malick
Pennsylvania
$39K +$39K +103 New
AWM
2020
Avondale Wealth Management
Texas
$38K -$3.8K -10 -9%
IFA
2021
Interactive Financial Advisors
Illinois
$38K
SA
2022
SRH Advisors
Kansas
$38K
IF
2023
Ironwood Financial
Arizona
$38K
IWMA
2024
Ironwood Wealth Management (Arizona)
Arizona
$38K
FA
2025
Fortis Advisors
Pennsylvania
$38K