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Boeing
BA

Overview Fund Activity

1,182 hedge funds and large institutions have $67.6B invested in Boeing in 2014 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 425 increasing their positions, 512 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
-9
Holders Change %
-0.76%
% of All Funds
34.16%
Holding in Top 10
64
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-36.63%
% of All Funds
1.85%
New
95
Increased
425
Reduced
512
Closed
90
Calls
$1B
Puts
$1.95B
Net Calls
-$942M
Net Calls Change
-$52.6M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$234M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$209M
4
IC
Institutional Capital
Illinois
+$199M
5
WRF
Waddell & Reed Financial
Kansas
+$193M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$540M
2
Ameriprise
Ameriprise
Minnesota
-$526M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$349M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$270M
5
TCIM
TIAA CREF Investment Management
New York
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1001
Formidable Asset Management
Ohio
$294K – – –
PHAM
1002
Palisades Hudson Asset Management
Florida
$292K – – –
FCH
1003
Freestone Capital Holdings
Washington
$291K -$2.14K -17 -0.7%
CP
1004
Coho Partners
Pennsylvania
$290K – – –
EBSAM
1005
Eubel Brady & Suttman Asset Management
Ohio
$290K +$27.2K +217 +10%
CFN
1006
Cordasco Financial Network
Florida
$289K +$226K +1,800 +360%
EA
1007
Elm Advisors
California
$285K -$18.8K -150 -6%
PFO
1008
Pathstone Family Office
New Jersey
$285K – – –
MJRIC
1009
Mogy Joel R Investment Counsel
California
$285K +$75.3K +600 +36%
PCTC
1010
Perkins Coie Trust Company
Washington
$282K – – –
BP
1011
Ballentine Partners
Massachusetts
$281K +$12.7K +101 +5%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$279K -$238K -1,902 -46%
ZTNA
1013
Zions Trust National Association
Utah
$277K – – –
YIA
1014
YHB Investment Advisors
Connecticut
$275K -$12.5K -100 -4%
PGA
1015
Portland Global Advisors
Maine
$274K +$274K +2,187 New
DMC
1016
Drexel Morgan & Co
Pennsylvania
$273K – – –
CCM
1017
Compton Capital Management
Rhode Island
$272K – – –
TH
1018
TCTC Holdings
Texas
$271K +$271K +2,162 New
HEIP
1019
Hudson Edge Investment Partners
New Jersey
$270K -$45.8K -365 -15%
KFA
1020
Kelleher Financial Advisors
New York
$269K – – –
MWM
1021
Merriman Wealth Management
Washington
$269K +$269K +2,058 New
SCG
1022
Strategic Capital Group
Washington
$268K +$64.6K +515 +32%
CPO
1023
Cerity Partners OCIO
New York
$266K +$19K +151 +8%
ITIM
1024
Indiana Trust & Investment Management
Indiana
$266K +$20.1K +160 +8%
NEPWA
1025
New England Private Wealth Advisors
Massachusetts
$265K +$23.6K +189 +10%
39 40
41
42 43