BA icon

Boeing
BA

Overview Fund Activity

1,332 hedge funds and large institutions have $77.4B invested in Boeing in 2015 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 486 increasing their positions, 524 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
+73
Holders Change %
+5.8%
% of All Funds
35.53%
Holding in Top 10
93
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+34.78%
% of All Funds
2.48%
New
143
Increased
486
Reduced
524
Closed
58
Calls
$1.2B
Puts
$1.94B
Net Calls
-$742M
Net Calls Change
+$249M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$354M
2
Bank of America
Bank of America
North Carolina
+$342M
3
Ameriprise
Ameriprise
Minnesota
+$309M
4
MAA
Managed Account Advisors
New Jersey
+$289M
5
MCM
Marsico Capital Management
Colorado
+$267M

Top Sellers

1
ETC
Evercore Trust Company
New York
-$694M
2
IC
Institutional Capital
Illinois
-$365M
3
State Street
State Street
Massachusetts
-$344M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$316M
5
Capital World Investors
Capital World Investors
California
-$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSTVIM
1001
Messner & Smith Theme Value Investment Management
California
$504K +$32.3K +215 +7%
YP
1002
Yellowstone Partners
Idaho
$503K +$503K +3,353 New
STB
1003
S&T Bank
Pennsylvania
$501K – – –
TFA
1004
Transamerica Financial Advisors
Florida
$498K +$14.7K +98 +3%
QAM
1005
QCI Asset Management
New York
$494K – – –
MWM
1006
Modera Wealth Management
New Jersey
$492K +$9.16K +61 +2%
AAS
1007
Annex Advisory Services
Wisconsin
$492K +$126K +840 +34%
CAG
1008
Crestwood Advisors Group
Massachusetts
$489K -$19.4K -129 -4%
BUB
1009
BBVA USA Bancshares
Texas
$486K +$486K +3,236 New
CB
1010
Community Bank
New York
$485K +$15K +100 +3%
AI
1011
Atria Investments
North Carolina
$483K -$191K -1,275 -28%
CPP
1012
Crow Point Partners
Massachusetts
$482K +$482K +3,214 New
SWK
1013
Stephen W. Kidder
$473K -$37.5K -250 -7%
NCIM
1014
New Century Investment Management
Michigan
$472K -$2.85K -19 -0.6%
BBI
1015
Baxter Bros Inc
Connecticut
$471K +$113K +750 +31%
AIM
1016
Assured Investment Management
New York
$469K +$469K +3,128 New
CAM
1017
Concorde Asset Management
Michigan
$468K +$73.6K +472 +19%
OA
1018
Outfitter Advisors
Virginia
$465K – – –
BAM
1019
Berkshire Asset Management
Pennsylvania
$464K -$36K -240 -7%
LBC
1020
Lawrence B. Cohen
$462K -$63K -420 -12%
SCA
1021
Salient Capital Advisors
Texas
$459K +$459K +3,056 New
SAM
1022
SignalPoint Asset Management
Missouri
$458K +$150 +1 +0%
TCMG
1023
TSP Capital Management Group
New Jersey
$455K -$414K – –
JWBC
1024
J.W. Burns & Co
New York
$453K – – –
TL
1025
Tirschwell & Loewy
New York
$452K -$44.8K -298 -9%
39 40
41
42 43