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Boeing
BA

Overview Fund Activity

1,182 hedge funds and large institutions have $67.6B invested in Boeing in 2014 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 425 increasing their positions, 512 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
-9
Holders Change %
-0.76%
% of All Funds
34.16%
Holding in Top 10
64
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-36.63%
% of All Funds
1.85%
New
95
Increased
425
Reduced
512
Closed
90
Calls
$1B
Puts
$1.95B
Net Calls
-$942M
Net Calls Change
-$52.6M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$209M
4
IC
Institutional Capital
Illinois
+$199M
5
WRF
Waddell & Reed Financial
Kansas
+$193M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$540M
2
Ameriprise
Ameriprise
Minnesota
-$526M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$349M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$270M
5
TCIM
TIAA CREF Investment Management
New York
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
826
Guardian Investor Services
New York
$669K -$29K -231 -4%
BHIA
827
Birch Hill Investment Advisors
Massachusetts
$669K -$21.3K -170 -3%
TSWM
828
Triangle Securities Wealth Management
North Carolina
$669K +$144K +1,676 +27%
RCM
829
Rotella Capital Management
Washington
$667K +$667K +5,316 New
SIM
830
SSI Investment Management
California
$666K -$390K -3,102 -37%
SNT
831
Security National Trust
West Virginia
$665K +$89.8K +715 +16%
Aristotle Capital Management
832
Aristotle Capital Management
California
$663K -$246K -1,960 -27%
LNC
833
Lincoln National Corp
Pennsylvania
$663K +$113K +903 +21%
BRWM
834
B. Riley Wealth Management
Tennessee
$662K +$662K +5,276 New
DAC
835
Dividend Assets Capital
South Carolina
$650K – – –
WPP
836
Whalerock Point Partners
Rhode Island
$649K +$4.39K +35 +0.7%
TIM
837
Tortoise Investment Management
New York
$646K – – –
MIP
838
Marietta Investment Partners
Wisconsin
$643K -$27.2K -217 -4%
AF
839
Arrow Financial
New York
$637K +$16.4K +131 +3%
WIS
840
Wright Investors Service
Connecticut
$636K -$115K -920 -15%
AA
841
ALPS Advisors
Colorado
$634K +$115K +914 +22%
CO
842
Caldwell & Orkin
Georgia
$631K -$3.41M -27,170 -84%
NPIT
843
National Penn Investors Trust
Pennsylvania
$630K -$37.6K -300 -6%
WA
844
WealthTrust Axiom
Pennsylvania
$627K -$12.2K -97 -2%
CM
845
Castleark Management
Illinois
$627K – – –
IA
846
Icon Advisers
Colorado
$627K – – –
Mariner
847
Mariner
Kansas
$627K +$399K +3,181 +175%
VF
848
Virtu Financial
New York
$624K +$624K +4,973 New
SYBT
849
Stock Yards Bank & Trust
Kentucky
$616K +$62.7K +500 +11%
Massachusetts Financial Services
850
Massachusetts Financial Services
Massachusetts
$612K +$129K +1,030 +27%
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