BA icon

Boeing
BA

Overview Fund Activity

1,752 hedge funds and large institutions have $51.9B invested in Boeing in 2020 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 713 increasing their positions, 802 reducing their positions, and 521 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
-419
Holders Change %
-19.3%
% of All Funds
38.7%
Holding in Top 10
38
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-67.24%
% of All Funds
0.84%
New
134
Increased
713
Reduced
802
Closed
521
Calls
$4.29B
Puts
$5.17B
Net Calls
-$886M
Net Calls Change
+$1.33B

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$714M
2
Capital World Investors
Capital World Investors
California
+$596M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$470M
4
Newport Trust Company
Newport Trust Company
District of Columbia
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.56B
2
JFA
Johanson Financial Advisors
California
-$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$420M
4
UBS Group
UBS Group
Switzerland
-$322M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
2001
Guardian Life Insurance
New York
– -$513K -1,574 Closed
CPA
2002
Clear Perspective Advisors
Illinois
– -$507K -1,557 Closed
FCCM
2003
First City Capital Management
Georgia
– -$506K -1,553 Closed
CAI
2004
Capital Advisors Inc
Oklahoma
– -$496K -1,521 Closed
PBO
2005
Peoples Bank (Ohio)
Ohio
– -$495K -1,519 Closed
ORI
2006
Oak Ridge Investments
Illinois
– -$492K -1,509 Closed
IAP
2007
Indie Asset Partners
Indiana
– -$490K -1,503 Closed
ICA
2008
Infrastructure Capital Advisors
New York
– -$489K -1,500 Closed
MWVC
2009
Morgens Waterfall Vintiadis & Co
New York
– -$489K -1,500 Closed
BWM
2010
BigSur Wealth Management
Florida
– -$487K -1,495 Closed
MFP
2011
Michael F. Price
– -$471K -1,447 Closed
BOM
2012
Bank of Marin
California
– -$469K -1,440 Closed
SFM
2013
Signet Financial Management
New Jersey
– -$469K -1,439 Closed
SWMG
2014
Strategic Wealth Management Group
Maryland
– -$467K -1,435 Closed
JT
2015
Jump Trading
Illinois
– -$466K -1,430 Closed
DA
2016
DSC Advisors
Illinois
– -$461K -1,415 Closed
HFG
2017
Heron Financial Group
New York
– -$481K -1,397 Closed
CIP
2018
Convergence Investment Partners
Florida
– -$452K -1,388 Closed
GWCM
2019
Godshalk Welsh Capital Management
Pennsylvania
– -$451K -1,385 Closed
FP
2020
Fiduciary Planning
Florida
– -$434K -1,370 Closed
PAMG
2021
Patton Albertson Miller Group
Tennessee
– -$442K -1,356 Closed
CS
2022
Cannell & Spears
New York
– -$441K -1,355 Closed
TCPWM
2023
Traverso Chambers Private Wealth Management
California
– -$439K -1,348 Closed
APG
2024
Abacus Planning Group
South Carolina
– -$438K -1,346 Closed
BWFA
2025
Baltimore-Washington Financial Advisors
Maryland
– -$431K -1,323 Closed
79 80
81
82 83