BA icon

Boeing
BA

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 %
CM
876
Castleark Management
Illinois
$659K – – –
NJBEST
877
New Jersey Better Educational Savings Trust
New Jersey
$659K +$132K +1,000 +25%
MBTD
878
Mechanics Bank - Trust Department
California
$654K – – –
KFA
879
Kelleher Financial Advisors
New York
$652K – – –
TBA
880
Tower Bridge Advisors
Pennsylvania
$652K – – –
BAC
881
Boys Arnold & Co
North Carolina
$651K +$264 +2 +0%
YP
882
Yellowstone Partners
Idaho
$648K -$24.5K -186 -4%
DIA
883
Denver Investment Advisors
Colorado
$648K +$132 +1 +0%
FNBOO
884
First National Bank of Omaha
Nebraska
$648K +$46.1K +350 +8%
MHIC
885
Marble Harbor Investment Counsel
Massachusetts
$647K – – –
BHIA
886
Birch Hill Investment Advisors
Massachusetts
$643K – – –
SHCM
887
Stokes & Hubbell Capital Management
Louisiana
$641K +$163K +1,235 +34%
BA
888
Bridgewater Associates
Connecticut
$640K -$6.93M -52,600 -92%
MIP
889
Marietta Investment Partners
Wisconsin
$640K -$410K -3,110 -39%
ARMT
890
Amica Retiree Medical Trust
Rhode Island
$635K – – –
TWA
891
TCI Wealth Advisors
Arizona
$633K -$13.2K -100 -2%
Northwestern Mutual Wealth Management
892
Northwestern Mutual Wealth Management
Wisconsin
$632K -$8.05M -61,131 -93%
BCP
893
Berkeley Capital Partners
Georgia
$632K +$65.8K +499 +12%
TSWM
894
Triangle Securities Wealth Management
North Carolina
$631K – – –
SCG
895
Sonata Capital Group
Washington
$630K +$4.22K +32 +0.7%
AIIMS
896
Analyst IMS Investment Management Services
Israel
$629K +$70.3K +534 +13%
CB
897
Community Bank
New York
$629K +$152K +1,150 +32%
ATC
898
Adirondack Trust Company
New York
$624K +$32.3K +245 +5%
LRPA
899
L. Roy Papp & Associates
Arizona
$621K +$12.7K +96 +2%
PMG
900
ProVise Management Group
Florida
$620K +$171K +1,300 +38%
34 35
36
37 38