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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 %
LPAM
2201
Lodestar Private Asset Management
California
$204K +$204K +782 New
RDWM
2202
Red Door Wealth Management
Tennessee
$203K +$203K +780 New
IW
2203
Imprint Wealth
South Carolina
$203K +$203K +793 New
FEG
2204
Financial Enhancement Group
Indiana
$203K +$203K +1,000 New
SWC
2205
Spectrum Wealth Counsel
Indiana
$203K +$203K +779 New
SLWA
2206
San Luis Wealth Advisors
California
$203K +$203K +780 New
AG
2207
Ascent Group
Virginia
$203K +$203K +968 New
EWM
2208
Elevatus Welath Management
New York
$203K +$203K +777 New
RMC
2209
Resources Management Corp
Connecticut
$202K – – –
WWWM
2210
White Wing Wealth Management
Texas
$202K +$202K +882 New
TF
2211
Tompkins Financial
New York
$202K +$9.91K +38 +5%
PAG
2212
Paladin Advisory Group
Iowa
$201K -$22.7K -87 -10%
BIP
2213
Blueprint Investment Partners
North Carolina
$201K +$201K +773 New
SIA
2214
Strategic Investment Advisors
Michigan
$201K +$201K +771 New
BTIM
2215
BancFirst Trust & Investment Management
Oklahoma
$201K +$201K +772 New
DCM
2216
Dimension Capital Management
Florida
$201K +$201K +771 New
WH
2217
Willner & Heller
California
$201K +$201K +770 New
EFM
2218
E Fund Management
China
$200K +$200K +768 New
HIIFS
2219
Harel Insurance Investments & Financial Services
Israel
$200K +$5.22K +20 +3%
ECM
2220
Elgethun Capital Management
South Dakota
$199K – – –
CFD
2221
Creative Financial Designs
Indiana
$197K +$6.26K +24 +3%
TFM
2222
TFC Financial Management
Massachusetts
$193K +$261 +1 +0.1%
CIA
2223
Cape Investment Advisory
Georgia
$192K +$110K +423 +134%
EC
2224
EdgeRock Capital
Colorado
$192K +$192K +918 New
SWM
2225
Sanctuary Wealth Management
Idaho
$188K +$5.21K +20 +3%
87 88
89
90 91