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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 %
RFWA
2001
RPg Family Wealth Advisory
Massachusetts
$10.1K +$10.1K +47 New
HI
2002
Human Investing
Oregon
$10K – – –
SL
2003
Savior LLC
Massachusetts
$10K – – –
MCM
2004
McMillion Capital Management
North Carolina
$9K +$9K +40 New
SSC
2005
Syverson Strege & Co
Iowa
$8K +$8K +36 New
FAM
2006
Fred Alger Management
New York
$7K – – –
CT
2007
Clearstead Trust
Maine
$7K – – –
MFA
2008
McClarren Financial Advisors
Pennsylvania
$7K +$7K +35 New
CYG
2009
Clean Yield Group
Vermont
$6K -$6K -26 -50%
SFA
2010
Semmax Financial Advisors
North Carolina
$5K – – –
MIM
2011
Merrion Investment Management
New Jersey
$5K +$5K +25 New
CIA
2012
CSat Investment Advisory
Michigan
$4K -$1.05M -5,527 -100%
FBT
2013
First Bank & Trust
South Dakota
$4K – – –
LAS
2014
Lloyd Advisory Services
Georgia
$4K – – –
LWA
2015
Lenox Wealth Advisors
New York
$4K +$381 +2 +11%
1832 Asset Management
2016
1832 Asset Management
Ontario, Canada
$4K +$4K +20 New
WFI
2017
West Family Investments
California
$3.21K – – –
HWM
2018
Holloway Wealth Management
Florida
$3K -$8K – –
FWM
2019
ForthRight Wealth Management
Georgia
$3K +$3K +14 New
FPW
2020
Flagship Private Wealth
Massachusetts
$2.91K +$2.91K +15 New
CRI
2021
Colonial River Investments
Virginia
$2.16K +$2.16K +10,061 New
SJIM
2022
St. Johns Investment Management
Florida
$2K -$2K -10 -50%
TCM
2023
TD Capital Management
Tennessee
$2K – – –
CIR
2024
Clear Investment Research
Georgia
$2K – – –
CWM
2025
Cedar Wealth Management
California
$2K +$2K +8 New
79 80
81
82 83