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Boeing
BA

Overview Fund Activity

1,191 hedge funds and large institutions have $76.8B invested in Boeing in 2013 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 347 increasing their positions, 532 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
+117
Holders Change %
+10.89%
% of All Funds
34.59%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.93%
New
177
Increased
347
Reduced
532
Closed
47
Calls
$1.21B
Puts
$2.1B
Net Calls
-$889M
Net Calls Change
-$1.37B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.08B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.5B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$216M
4
State Street
4
State Street
Massachusetts
$4.62B
5
JHIU
5
Janus Henderson Investors US
Colorado
$978M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$9.29B
2
SC
2
Sculptor Capital
New York
$0
3
Invesco
3
Invesco
Georgia
$235M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.06B
5
PC
5
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1101
Carson Wealth (CWM LLC)
Nebraska
$173K -$52.3K -384 -23%
WG
1102
Welch Group
Alabama
$169K +$6.69K +49 +4%
SHWM
1103
Smith & Howard Wealth Management
Georgia
$165K – – –
IUAM
1104
Itau USA Asset Management
New York
$164K – – –
Victory Capital Management
1105
Victory Capital Management
Texas
$161K -$102M -744,247 -100%
BHB
1106
Bank Hapoalim BM
Israel
$160K +$160K +1,170 New
HCA
1107
Horan Capital Advisors
Ohio
$150K +$150K +1,100 New
LWM
1108
Lenox Wealth Management
Ohio
$147K +$147K +1,079 New
ASN
1109
Advisory Services Network
Georgia
$147K +$147K +1,079 New
KLWA
1110
Kelly Lawrence W & Associates
California
$147K +$147K +1,080 New
SFU
1111
Stonehage Fleming (UK)
United Kingdom
$143K +$143K +1,050 New
PO
1112
Private Ocean
California
$136K +$136K +1,000 New
NCM
1113
Nelson Capital Management
California
$135K – – –
VIA
1114
Vantage Investment Advisors
Pennsylvania
$132K +$132K +970 New
CCM
1115
Chilton Capital Management
Texas
$126K – – –
WA
1116
WealthTrust-Arizona
Arizona
$126K -$81K -595 -39%
FI
1117
FCM Investments
Texas
$116K – – –
CWM
1118
Cranbrook Wealth Management
Michigan
$109K +$109K +800 New
Manulife (Manufacturers Life Insurance)
1119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K +$6.08K +44,571 +6%
ECM
1120
ETrade Capital Management
Virginia
$108K +$22.6K +165 +26%
FWM
1121
Focused Wealth Management
New York
$104K +$30.8K +225 +42%
GI
1122
Gradient Investments
Minnesota
$104K +$104K +762 New
ACM
1123
Aviance Capital Management
Florida
$101K +$12.5K +92 +14%
MAS
1124
Madden Advisory Services
Florida
$99K – – –
PCM
1125
Prelude Capital Management
New York
$99K +$58K +425 +142%
43 44
45
46 47