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Boeing
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Overview Fund Activity

1,074 hedge funds and large institutions have $67B invested in Boeing in 2013 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 392 increasing their positions, 418 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+39
Holders Change %
+3.77%
% of All Funds
34.84%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
2.79%
New
115
Increased
392
Reduced
418
Closed
64
Calls
$1.94B
Puts
$1.46B
Net Calls
+$477M
Net Calls Change
-$488M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$487M
2
Ameriprise
2
Ameriprise
Minnesota
$679M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.14B
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$182M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$161M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Harris Associates
2
Harris Associates
Illinois
$16.3M
3
ETC
3
Evercore Trust Company
New York
$6.16B
4
JP
4
Jana Partners
New York
$0
5
PC
5
PointState Capital
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBTV
926
American National Bank & Trust (Virginia)
Virginia
$324K – – –
PTC
927
Private Trust Company
Ohio
$317K -$2K -17 -0.6%
MRCM
928
M&R Capital Management
New Jersey
$317K – – –
SAM
929
SignalPoint Asset Management
Missouri
$316K +$316K +2,691 New
JWBC
930
J.W. Burns & Co
New York
$314K -$11.8K -100 -4%
PHS
931
Pekin Hardy Strauss
Illinois
$312K – – –
FAM
932
Formidable Asset Management
Ohio
$311K +$311K +2,641 New
ICM
933
IMS Capital Management
Oregon
$305K +$25.3K +215 +9%
PGAM
934
Platinum Grove Asset Management
New York
$304K +$29K +247 +11%
NSIM
935
North Star Investment Management
Illinois
$302K +$302K +2,569 New
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$301K -$23.5K -200 -7%
CW
937
Cobiz Wealth
Colorado
$290K +$106K +902 +57%
KFA
938
Kelleher Financial Advisors
New York
$288K -$23.5K -200 -8%
LIM
939
Leavell Investment Management
Alabama
$288K – – –
GRQ
940
Gardner Russo & Quinn
Pennsylvania
$286K -$97.3K -827 -25%
FAT
941
First American Trust
California
$282K – – –
TYCC
942
Texas Yale Capital Corp
Florida
$282K – – –
FIB
943
First Interstate Bank
Montana
$282K +$282K +2,400 New
FNBTCON
944
First National Bank & Trust Co of Newtown
Pennsylvania
$280K – – –
EGA
945
Eagle Global Advisors
Texas
$275K – – –
PHAM
946
Palisades Hudson Asset Management
Florida
$274K – – –
CP
947
Coho Partners
Pennsylvania
$272K – – –
TFA
948
Transamerica Financial Advisors
Florida
$271K +$271K +2,299 New
IH
949
IFC Holdings
Florida
$270K -$39.9K -335 -13%
DCM
950
Donaldson Capital Management
Indiana
$270K +$270K +2,300 New
36 37
38
39 40