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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 %
CK
901
Cohen Klingenstein
New York
$619K – – –
CIA
902
Capital Impact Advisors
Massachusetts
$619K – – –
ATC
903
Argent Trust Co
Tennessee
$618K -$9.76K -74 -2%
BP
904
BBR Partners
New York
$614K -$26.3K -200 -4%
CIA
905
Choate Investment Advisors
Massachusetts
$614K +$268K +2,034 +78%
NSIM
906
North Star Investment Management
Illinois
$611K -$9.75K -74 -2%
FIM
907
Freedom Investment Management
Connecticut
$609K +$181K +1,373 +42%
IR
908
Invictus RG
Bermuda
$607K +$343K +2,605 +130%
BCM
909
Becker Capital Management
Oregon
$606K +$16K +121 +3%
FPCP
910
Fort Point Capital Partners
California
$605K +$213K +1,641 +54%
AssetMark Inc
911
AssetMark Inc
California
$603K +$15K +114 +3%
AC
912
Alexandria Capital
Virginia
$599K +$65.9K +500 +12%
FMWA
913
Forvis Mazars Wealth Advisors
Missouri
$596K +$44.9K +341 +8%
JCM
914
Janney Capital Management
Pennsylvania
$594K – – –
WRM
915
Westport Resources Management
Connecticut
$591K -$2.3M -17,430 -80%
IFAM
916
Institutional & Family Asset Management
Colorado
$589K – – –
TCOT
917
Trust Company of Toledo
Ohio
$587K +$7.91K +60 +1%
FBA
918
Front Barnett Associates
Illinois
$587K +$105K +799 +22%
LIC
919
Lodestar Investment Counsel
Illinois
$583K -$4.61K -35 -0.8%
BFG
920
Beacon Financial Group
Texas
$581K +$112K +855 +24%
BBNB
921
Baker Boyer National Bank
Washington
$578K +$31.2K +237 +6%
EWA
922
EP Wealth Advisors
California
$578K +$37.4K +284 +7%
Jones Financial Companies
923
Jones Financial Companies
Missouri
$577K -$92.7K -704 -14%
VNA
924
VNBTrust National Association
Virginia
$577K – – –
EWM
925
Elite Wealth Management
Washington
$572K -$125K -950 -18%
35 36
37
38 39