BA icon

Boeing
BA

Overview Fund Activity

1,259 hedge funds and large institutions have $80.8B invested in Boeing in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 441 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,259
Holders Change
+92
Holders Change %
+7.88%
% of All Funds
33.6%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.84%
New
166
Increased
489
Reduced
441
Closed
63
Calls
$996M
Puts
$1.99B
Net Calls
-$991M
Net Calls Change
-$194M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$426M
2
RL
Ruffer LLP
United Kingdom
+$248M
3
IGIM
I.G. Investment Management
Manitoba, Canada
+$229M
4
CIP
Cornerstone Investment Partners
Georgia
+$171M
5
Capital International Investors
Capital International Investors
California
+$118M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
JHIU
Janus Henderson Investors US
Colorado
-$176M
3
ETC
Evercore Trust Company
New York
-$175M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$167M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
1026
Piper Sandler & Co
Minnesota
$325K +$325K +2,500 New
GSBTD
1027
Glenview State Bank Trust Department
Illinois
$322K – – –
DJSG
1028
D.J. St. Germain
Massachusetts
$322K – – –
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$322K +$53.8K +414 +20%
AF
1030
Aldebaran Financial
$322K +$71.6K +550 +29%
MJRIC
1031
Mogy Joel R Investment Counsel
California
$321K – – –
HCM
1032
Hollencrest Capital Management
California
$321K +$89.2K +687 +39%
ACM
1033
Alta Capital Management
Utah
$319K -$19.5K -150 -6%
CC
1034
Cipher Capital
New York
$319K +$319K +2,451 New
RC
1035
Roundview Capital
New Jersey
$317K – – –
AAS
1036
Annex Advisory Services
Wisconsin
$317K +$112K +863 +55%
BIC
1037
Beach Investment Counsel
Pennsylvania
$317K +$317K +2,435 New
MFW
1038
Meristem Family Wealth
Minnesota
$314K – – –
MWM
1039
Merriman Wealth Management
Washington
$312K – – –
BBI
1040
Baxter Bros Inc
Connecticut
$311K +$29.3K +225 +10%
RFA
1041
Reilly Financial Advisors
California
$309K -$77.5K -596 -20%
I2I
1042
Insight 2811 Inc
Illinois
$309K -$9.11K -70 -3%
GWA
1043
Genesis Wealth Advisors
Massachusetts
$306K +$306K +2,000 New
BO
1044
Bank OZK
Arkansas
$305K +$26K +200 +9%
SFA
1045
Sequoia Financial Advisors
Ohio
$304K +$65.2K +502 +27%
DI
1046
Diligent Investors
California
$304K +$304K +2,056 New
EWM
1047
Empirical Wealth Management
Washington
$303K +$19.9K +153 +7%
FBT
1048
First Bankers Trust
Kentucky
$302K -$75.2K -579 -20%
CP
1049
Coho Partners
Pennsylvania
$301K – – –
FAM
1050
Formidable Asset Management
Ohio
$301K – – –
40 41
42
43 44