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Boeing
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Overview Fund Activity

1,314 hedge funds and large institutions have $60.3B invested in Boeing in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 465 increasing their positions, 564 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
-4
Holders Change %
-0.3%
% of All Funds
35.11%
Holding in Top 10
49
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.04%
% of All Funds
1.31%
New
87
Increased
465
Reduced
564
Closed
75
Calls
$1.13B
Puts
$1.42B
Net Calls
-$289M
Net Calls Change
+$205M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$361M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$113M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$91.8M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$87.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$438M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$371M
3
ETC
Evercore Trust Company
New York
-$212M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$152M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
751
Arrowstreet Capital
Massachusetts
$1.05M +$211K +1,600 +25%
CCP
752
Clarkston Capital Partners
Michigan
$1.05M +$329K +2,500 +45%
PC
753
Palo Capital
California
$1.04M -$791K -6,003 -43%
WF
754
WealthTrust Fairport
Ohio
$1.04M +$395 +3 +0%
BAM
755
Bruderman Asset Management
New York
$1.04M -$652K -4,951 -39%
HK
756
Horizon Kinetics
New York
$1.03M – – –
CCP
757
Corient Capital Partners
California
$1.03M +$1.03M +7,789 New
HPC
758
HM Payson & Co
Maine
$1.01M -$18K -137 -2%
JIM
759
Jupiter Investment Management
United Kingdom
$1.01M -$13.9M -105,535 -93%
PAI
760
Pittenger & Anderson Inc
Nebraska
$1.01M -$18.4K -140 -2%
SSB
761
Sandy Spring Bank
Maryland
$1.01M -$12.8K -97 -1%
WPP
762
Whalerock Point Partners
Rhode Island
$1.01M +$1.01M +7,675 New
ECM
763
ETrade Capital Management
Virginia
$1.01M -$94.4K -716 -9%
DPIM
764
Duff & Phelps Investment Management
Illinois
$1.01M -$64.6K -490 -6%
CWM
765
Connecticut Wealth Management
Connecticut
$1.01M +$1.01M +7,600 New
ACP
766
Ashfield Capital Partners
California
$1M – – –
BPM
767
Bowling Portfolio Management
Ohio
$999K -$16.6K -126 -2%
FAG
768
Financial Advisory Group
Texas
$996K -$3.95K -30 -0.4%
NSAM
769
North Star Asset Management
Wisconsin
$993K – – –
PIM
770
Penobscot Investment Management
Massachusetts
$992K -$173K -1,310 -15%
Mackenzie Financial
771
Mackenzie Financial
Ontario, Canada
$987K -$6.16M -46,806 -86%
SIC
772
Shoker Investment Counsel
Ohio
$984K +$93.3K +709 +10%
AP
773
Appleton Partners
Massachusetts
$984K +$126K +960 +15%
CT
774
Cambridge Trust
Massachusetts
$983K -$61K -463 -6%
FHC
775
First Heartland Consultants
Missouri
$980K +$141K +1,070 +17%
29 30
31
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