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Boeing
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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 %
SAM
1051
Shikiar Asset Management
New York
$329K -$85.5K -650 -21%
LBC
1052
Lawrence B. Cohen
$329K – – –
HIM
1053
Harbour Investment Management
Washington
$329K – – –
GA
1054
GFS Advisors
Texas
$329K +$329K +2,500 New
WA
1055
Wealth Architects
California
$327K – – –
WA
1056
Winfield Associates
Ohio
$326K -$33.5K -255 -9%
DDPIC
1057
Deroy & Devereaux Private Investment Counsel
Michigan
$326K – – –
PP
1058
Patten & Patten
Tennessee
$326K – – –
NP
1059
NS Partners
United Kingdom
$326K – – –
GI
1060
Gradient Investments
Minnesota
$325K +$13.2K +100 +4%
CA
1061
Cambridge Advisors
Nebraska
$325K +$16.5K +125 +5%
CIA
1062
CCM Investment Advisers
South Carolina
$324K -$5.13M -39,008 -94%
CPO
1063
Cerity Partners OCIO
New York
$324K +$790 +6 +0.2%
WOC
1064
West Oak Capital
California
$324K -$222K -1,685 -41%
WP
1065
WealthSource Partners
California
$323K +$42.9K +325 +15%
CAM
1066
Cypress Asset Management
Texas
$322K -$6.59K -50 -2%
HCM
1067
Herndon Capital Management
Georgia
$321K -$240K -1,823 -43%
ACI
1068
Alpha Cubed Investments
California
$321K +$30.3K +230 +10%
AF
1069
Aldebaran Financial
$319K -$19.7K -150 -6%
BG
1070
Bahl & Gaynor
Ohio
$318K -$6.32K -48 -2%
ECAM
1071
East Coast Asset Management
Massachusetts
$318K +$318K +2,413 New
AGM
1072
Alpine Global Management
New York
$318K +$318K +2,415 New
ICM
1073
Ionic Capital Management
New York
$316K -$39.5K -300 -11%
SWK
1074
Stephen W. Kidder
$316K – – –
VHAM
1075
Van Hulzen Asset Management
California
$316K +$184K +1,400 +140%
41 42
43
44 45