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 %
P
2076
&Partners
Tennessee
– -$360K -1,106 Closed
BOPW
2077
Brandywine Oak Private Wealth
Pennsylvania
– -$360K -1,105 Closed
NJBEST
2078
New Jersey Better Educational Savings Trust
New Jersey
– -$358K -1,100 Closed
PCM
2079
Palisade Capital Management
New Jersey
– -$358K -1,100 Closed
AIA
2080
Allied Investment Advisors
Montana
– -$356K -1,093 Closed
PIA
2081
Pinion Investment Advisors
Kansas
– -$355K -1,090 Closed
KP
2082
Keel Point
Alabama
– -$353K -1,083 Closed
IP
2083
Isthmus Partners
Wisconsin
– -$353K -1,083 Closed
CCM
2084
Cohen Capital Management
California
– -$352K -1,080 Closed
CIP
2085
Cornerstone Investment Partners
Georgia
– -$352K -1,080 Closed
AL
2086
Aspiriant LLC
California
– -$349K -1,072 Closed
CA
2087
Claro Advisors
Massachusetts
– -$349K -1,071 Closed
CWM
2088
Circle Wealth Management
New Jersey
– -$349K -1,070 Closed
SCM
2089
Sterneck Capital Management
Missouri
– -$349K -1,070 Closed
PHS
2090
Pekin Hardy Strauss
Illinois
– -$347K -1,065 Closed
OAM
2091
Occidental Asset Management
California
– -$346K -1,061 Closed
LRIA
2092
Leonard Rickey Investment Advisors
Washington
– -$345K -1,059 Closed
MCIA
2093
Mountain Capital Investment Advisors
Colorado
– -$350K -1,056 Closed
LAIC
2094
Lederer & Associates Investment Counsel
California
– -$343K -1,052 Closed
HWA
2095
Hillcrest Wealth Advisors
New Jersey
– -$342K -1,051 Closed
TCWM
2096
Total Clarity Wealth Management
Illinois
– -$336K -1,031 Closed
AWM
2097
Altus Wealth Management
Kentucky
– -$334K -1,027 Closed
SIM
2098
Stratos Investment Management
Ohio
– -$334K -1,025 Closed
JFL
2099
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$332K -1,022 Closed
KS
2100
Karpas Strategies
Connecticut
– -$332K -1,018 Closed
82 83
84
85 86