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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 %
LDB
1151
Lee, Danner & Bass
Tennessee
$243K – – –
DE
1152
Day & Ennis
Georgia
$242K – – –
LIM
1153
Loudon Investment Management
New Hampshire
$241K +$20K +152 +9%
FCCM
1154
First City Capital Management
Georgia
$240K +$13.2K +100 +6%
HS
1155
Huntington Steele
Pennsylvania
$238K -$2.51K -19 -1%
OWP
1156
Obermeyer Wealth Partners
Colorado
$237K +$237K +1,800 New
NFGCM
1157
Norman Fields Gottscho Capital Management
New York
$237K +$237K +1,800 New
CFN
1158
Cordasco Financial Network
Florida
$234K – – –
DVM
1159
Dreman Value Management
Florida
$233K – – –
Carson Wealth (CWM LLC)
1160
Carson Wealth (CWM LLC)
Nebraska
$233K +$38.7K +294 +20%
OA
1161
Oxbow Advisors
Texas
$231K -$32.9K -250 -12%
DT
1162
Diversified Trust
Tennessee
$228K -$2.75M -20,903 -92%
BCM
1163
Bluefin Capital Management
New York
$227K -$1.2M -9,134 -84%
CG
1164
Caprock Group
Idaho
$226K +$2.77K +21 +1%
CHP
1165
Cable Hill Partners
Oregon
$225K +$1.08K +8 +0.5%
MCM
1166
Mengis Capital Management
Oregon
$224K – – –
IIC
1167
Ironwood Investment Counsel
Arizona
$224K +$224K +1,704 New
EAM
1168
Evanson Asset Management
California
$221K -$5.27K -40 -2%
NB
1169
Nicolet Bankshares
Wisconsin
$221K – – –
STMM
1170
South Texas Money Management
Texas
$220K -$42.1K -320 -16%
AF
1171
Arrow Financial
New York
$220K -$19.8K -150 -8%
WPW
1172
Waldron Private Wealth
Pennsylvania
$220K -$5.52K -42 -2%
TCM
1173
Traynor Capital Management
Pennsylvania
$220K +$220K +1,618 New
RWA
1174
River Wealth Advisors
Pennsylvania
$219K -$32.4K -246 -13%
EGA
1175
Eagle Global Advisors
Texas
$218K -$62.6K -475 -22%
45 46
47
48 49