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Boeing
BA

Overview Fund Activity

2,464 hedge funds and large institutions have $105B invested in Boeing in 2023 Q4 according to their latest regulatory filings, with 437 funds opening new positions, 813 increasing their positions, 879 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
+284
Holders Change %
+13.03%
% of All Funds
36.12%
Holding in Top 10
68
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+51.11%
% of All Funds
1%
New
437
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 %
BCM
2426
Blume Capital Management
California
$13K – – –
TLA
2427
Tanglewood Legacy Advisors
Texas
$13K – – –
FCG
2428
Financial Connections Group
California
$12K – – –
RTL
2429
Red Tortoise LLC
Georgia
$12K +$6.78K +26 +130%
CPA
2430
Clear Point Advisors
New York
$11.7K +$11.7K +45 New
LIWM
2431
Long Island Wealth Management
New York
$11K +$11K +41 New
CT
2432
Clearstead Trust
Maine
$10.4K -$8.08K -31 -44%
PAI
2433
Pittenger & Anderson Inc
Nebraska
$10.4K – – –
PCMC
2434
Planning Capital Management Corporation
Pennsylvania
$10.2K +$10.2K +39 New
SJIM
2435
St. Johns Investment Management
Florida
$9.91K +$9.91K +38 New
CCMI
2436
Creative Capital Management Investments
California
$9.38K – – –
AT
2437
Avalon Trust
New Mexico
$9.38K – – –
NC
2438
NewSquare Capital
Pennsylvania
$9.12K -$40.4K -155 -82%
CSWM
2439
Cassady Schiller Wealth Management
Ohio
$9.12K – – –
MFA
2440
McClarren Financial Advisors
Pennsylvania
$9K – – –
CPG
2441
Cornerstone Planning Group
New Jersey
$8.86K -$6K -23 -40%
WAG
2442
Wiser Advisor Group
Arizona
$8.34K +$8.34K +32 New
VWA
2443
Valued Wealth Advisors
Utah
$8.05K +$8.05K +42 New
BHWM
2444
Bay Harbor Wealth Management
Maryland
$7.82K – – –
LFA
2445
Legend Financial Advisors
Pennsylvania
$5.74K +$5.74K +22 New
CQS
2446
Credential Qtrade Securities
$5.47K -$1.02M -3,919 -99%
IA
2447
IFS Advisors
Kansas
$5.47K -$28.7K -110 -84%
SVCP
2448
Silicon Valley Capital Partners
California
$5.21K – – –
SFA
2449
Semmax Financial Advisors
North Carolina
$5.11K – – –
CIR
2450
Clear Investment Research
Georgia
$4.95K +$4.95K +19 New
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98
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