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Boeing
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Overview Fund Activity

1,259 hedge funds and large institutions have $80.8B invested in Boeing in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 441 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,259
Holders Change
+92
Holders Change %
+7.88%
% of All Funds
33.6%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.84%
New
166
Increased
489
Reduced
441
Closed
63
Calls
$996M
Puts
$1.99B
Net Calls
-$991M
Net Calls Change
-$194M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$426M
2
RL
Ruffer LLP
United Kingdom
+$248M
3
IGIM
I.G. Investment Management
Manitoba, Canada
+$229M
4
CIP
Cornerstone Investment Partners
Georgia
+$171M
5
Capital International Investors
Capital International Investors
California
+$118M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
JHIU
Janus Henderson Investors US
Colorado
-$176M
3
ETC
Evercore Trust Company
New York
-$175M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$167M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
876
USCA RIA
Texas
$647K -$164K -1,258 -20%
BA
877
Boston Advisors
Massachusetts
$643K +$39.9K +307 +7%
PRS
878
Pinkerton Retirement Specialists
Idaho
$642K +$642K +6,830 New
MSFP
879
Mark Sheptoff Financial Planning
Connecticut
$639K +$416K +3,200 +187%
DIA
880
Denver Investment Advisors
Colorado
$639K +$639K +4,918 New
ARMT
881
Amica Retiree Medical Trust
Rhode Island
$626K – – –
TWA
882
TCI Wealth Advisors
Arizona
$620K +$8.96K +69 +1%
FHA
883
First Horizon Advisors
Tennessee
$619K +$15.9K +122 +3%
ISB
884
Iowa State Bank
Iowa
$617K +$159K +1,224 +35%
CK
885
Cohen Klingenstein
New York
$611K – – –
PWMAG
886
Pinnacle Wealth Management Advisory Group
New Jersey
$611K +$611K +4,700 New
HB
887
Homrich & Berg
Georgia
$608K +$608K +4,676 New
NPIT
888
National Penn Investors Trust
Pennsylvania
$606K +$5.33K +41 +0.9%
SSB
889
Sandy Spring Bank
Maryland
$600K +$5.85K +45 +1%
PAA
890
Peregrine Asset Advisers
Oregon
$598K +$598K +4,600 New
GIS
891
Guardian Investor Services
New York
$596K -$22K -169 -4%
TBA
892
Tower Bridge Advisors
Pennsylvania
$595K -$21.8K -168 -4%
SRSA
893
S.R. Schill & Associates
Washington
$593K +$593K +4,560 New
PVWM
894
Point View Wealth Management
New Jersey
$588K -$6.62K -51 -1%
BFM
895
Boston Financial Management
Massachusetts
$587K -$794K -6,110 -58%
MBTD
896
Mechanics Bank - Trust Department
California
$586K -$59.8K -460 -9%
AI
897
Atria Investments
North Carolina
$584K +$48.6K +374 +9%
BRA
898
Bender Robert & Associates
California
$579K +$25.3K +195 +5%
AA
899
ALPS Advisors
Colorado
$575K -$78.5K -604 -12%
Fayez Sarofim & Co
900
Fayez Sarofim & Co
Texas
$574K – – –
34 35
36
37 38