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Boeing
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Overview Fund Activity

2,122 hedge funds and large institutions have $68.3B invested in Boeing in 2022 Q4 according to their latest regulatory filings, with 440 funds opening new positions, 615 increasing their positions, 776 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+303
Holders Change %
+16.66%
% of All Funds
34.24%
Holding in Top 10
64
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+156%
% of All Funds
1.03%
New
440
Increased
615
Reduced
776
Closed
99
Calls
$5.73B
Puts
$6.4B
Net Calls
-$671M
Net Calls Change
-$209M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$591M
3
Capital World Investors
Capital World Investors
California
+$386M
4
Millennium Management
Millennium Management
New York
+$345M
5
AWA
Arete Wealth Advisors
Illinois
+$336M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$270M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$208M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$202M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
2001
Industrial Alliance Investment Management
Quebec, Canada
$41K +$41K +215 New
CC
2002
Centiva Capital
New York
$41K -$4.16M -21,859 -99%
HWM
2003
HighMark Wealth Management
Minnesota
$40.8K -$14.3K -75 -26%
BDS
2004
Banco de Sabadell
Florida
$40K – – –
IRC
2005
Investors Research Corp
Georgia
$39.6K – – –
MAM
2006
Marquette Asset Management
Minnesota
$39.6K +$1.52K +8 +4%
BAAM
2007
Baker Avenue Asset Management
California
$39.5K +$39.5K +207 New
WPA
2008
West Paces Advisors
Georgia
$39.1K – – –
IHWM
2009
Iron Horse Wealth Management
Iowa
$39K +$20.3K +106 +108%
AFS
2010
Annapolis Financial Services
Maryland
$38.3K – – –
ACA
2011
Atlas Capital Advisors
Wyoming
$38.1K – – –
UCB
2012
United Community Bank
South Carolina
$38.1K – – –
GA
2013
GoalVest Advisory
New York
$38.1K – – –
RWMH
2014
Riverpoint Wealth Management Holdings
Illinois
$38.1K +$38.1K +200 New
AWM
2015
Ameliora Wealth Management
Switzerland
$38.1K +$38.1K +200 New
AWM
2016
Abound Wealth Management
Tennessee
$37.7K +$15.6K +82 +71%
GG
2017
Gleason Group
Kentucky
$36.5K -$210K -1,100 -85%
BIA
2018
Bell Investment Advisors
California
$36.4K +$2.67K +14 +8%
CWC
2019
Carolinas Wealth Consulting
North Carolina
$33.5K +$1.14K +6 +4%
TIM
2020
Tortoise Investment Management
New York
$33.3K – – –
TWD
2021
True Wealth Design
Ohio
$33K +$33K +173 New
WWP
2022
WR Wealth Planners
Missouri
$32.2K – – –
MIM
2023
Macroview Investment Management
Maryland
$31.6K +$15.8K +83 +100%
RWPA
2024
Richard W. Paul & Associates
Michigan
$30.3K +$30.3K +159 New
RG
2025
Retirement Group
California
$30K -$93K -499 -76%
79 80
81
82 83