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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 %
ZCI
926
Zevenbergen Capital Investments
Washington
$569K +$132K +1,005 +30%
SRSA
927
S.R. Schill & Associates
Washington
$566K -$65.9K -500 -10%
PL
928
Perpetual Ltd
Australia
$563K -$403K -3,055 -42%
FANJ
929
Financial Architects (New Jersey)
New Jersey
$561K +$136K +1,029 +32%
WCM
930
Windsor Capital Management
Arizona
$559K +$36.4K +277 +7%
FMW
931
Farr Miller & Washington
District of Columbia
$555K -$17.4K -132 -3%
RC
932
Roundview Capital
New Jersey
$553K +$20.3K +154 +4%
HEIP
933
Hudson Edge Investment Partners
New Jersey
$550K – – –
GIA
934
Guyasuta Investment Advisors
Pennsylvania
$550K – – –
MMPW
935
Mitchell McLeod Pugh & Williams
Alabama
$544K -$6.72K -51 -1%
FBFS
936
First Business Financial Services
Wisconsin
$541K – – –
OWD
937
Osborn Williams & Donohoe
Ohio
$540K – – –
LCM
938
Logan Capital Management
Pennsylvania
$530K -$19.8K -150 -4%
SCP
939
Sandhill Capital Partners
New York
$527K -$16.1K -122 -3%
AF
940
Allworth Financial
California
$526K +$14.5K +110 +3%
MPI
941
Mairs & Power Inc
Minnesota
$526K +$239K +1,810 +83%
EWM
942
Empirical Wealth Management
Washington
$517K +$292K +2,218 +130%
CHC
943
City Holding Co
West Virginia
$514K +$102K +775 +25%
EHC
944
Everett Harris & Co
California
$509K -$4.61K -35 -0.9%
HAG
945
HighPoint Advisor Group
Illinois
$508K -$87K -599 -15%
BTW
946
Boston Trust Walden
Massachusetts
$507K -$13.2K -100 -3%
OMCS
947
Old Mutual Customised Solutions
South Africa
$501K -$171K -1,300 -25%
MWP
948
MYCIO Wealth Partners
Pennsylvania
$501K -$1.71K -13 -0.3%
RMDI
949
R.M. Davis Inc
Maine
$500K -$20.7K -157 -4%
JFA
950
Johanson Financial Advisors
California
$500K -$14.9K -113 -3%
36 37
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