BA icon

Boeing
BA

Overview Fund Activity

2,465 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,465
Holders Change
+285
Holders Change %
+13.07%
% of All Funds
36.13%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
438
Increased
813
Reduced
879
Closed
121
Calls
$8.33B
Puts
$8.61B
Net Calls
-$282M
Net Calls Change
+$887M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.52B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$960M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$761M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$491M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$266M
2
Newport Trust Company
Newport Trust Company
District of Columbia
-$255M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$234M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$210M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
2001
LMCG Investments
Massachusetts
$268K +$268K +1,027 New
CCP
2002
Clarkston Capital Partners
Michigan
$268K +$268K +1,027 New
BOSSRA
2003
B.O.S.S. Retirement Advisors
Utah
$267K -$123K -473 -32%
TFP
2004
Triune Financial Partners
Kansas
$267K +$267K +1,024 New
SA
2005
Shilanski & Associates
Alaska
$266K +$266K +1,021 New
AT
2006
Arlington Trust
Alabama
$265K +$265K +1,018 New
TSWM
2007
Tyler-Stone Wealth Management
Ohio
$264K -$2.09K -8 -0.8%
JCFM
2008
JBR Co Financial Management
Oklahoma
$264K +$264K +1,013 New
BIM
2009
Bridgecreek Investment Management
Oklahoma
$264K +$264K +1,012 New
CFG
2010
Compton Financial Group
Maryland
$263K +$263K +1,010 New
AG
2011
AlTi Global
New York
$263K +$263K +1,010 New
ZIC
2012
ZWJ Investment Counsel
Georgia
$262K +$262K +1,006 New
SCP
2013
Sivia Capital Partners
California
$261K +$261K +1,002 New
RB
2014
Rodgers Brothers
Pennsylvania
$261K +$261K +1,002 New
CWA
2015
Canvas Wealth Advisors
Kansas
$261K -$7.18K -33 -3%
ECM
2016
EMC Capital Management
Texas
$261K -$261K -1,000 -50%
RAM
2017
Ramirez Asset Management
New York
$261K – – –
APW
2018
Acima Private Wealth
Virginia
$261K – – –
TFCP
2019
Twin Focus Capital Partners
Massachusetts
$261K +$261K +1,000 New
IFO
2020
Independent Family Office
New York
$261K +$261K +1,000 New
CA
2021
Cresta Advisors
Texas
$261K +$261K +1,000 New
PIS
2022
POM Investment Strategies
North Carolina
$261K +$261K +1,000 New
FIBT
2023
First International Bank & Trust
North Dakota
$261K +$261K +1,000 New
BCMIO
2024
Beacon Capital Management Inc (Ohio)
Ohio
$261K +$261K +1,000 New
SJGA
2025
Stephen J. Garry & Associates
New York
$260K +$260K +999 New
79 80
81
82 83