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Boeing
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Overview Fund Activity

1,349 hedge funds and large institutions have $60.9B invested in Boeing in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 561 increasing their positions, 537 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
-45
Holders Change %
-3.23%
% of All Funds
36%
Holding in Top 10
62
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-29.55%
% of All Funds
1.65%
New
101
Increased
561
Reduced
537
Closed
130
Calls
$965M
Puts
$1.76B
Net Calls
-$795M
Net Calls Change
-$324M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.42B
2
JHIU
Janus Henderson Investors US
Colorado
+$405M
3
Franklin Resources
Franklin Resources
California
+$252M
4
ETC
Evercore Trust Company
New York
+$172M
5
GA
Greenhaven Associates
New York
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$490M
3
WRF
Waddell & Reed Financial
Kansas
-$374M
4
ACM
Americafirst Capital Management
California
-$260M
5
MCM
Marsico Capital Management
Colorado
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1201
Baskin Financial Services
Ontario, Canada
$217K – – –
JWM
1202
Jacobus Wealth Management
Wisconsin
$217K +$9.88K +78 +5%
Connor, Clark & Lunn Investment Management (CC&L)
1203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$216K -$3.99M -31,400 -95%
CCM
1204
CrestPoint Capital Management
Missouri
$216K -$76.2K -600 -26%
RP
1205
Riverbridge Partners
Minnesota
$216K -$15.9K -125 -7%
MCM
1206
Mengis Capital Management
Oregon
$216K – – –
CG
1207
Caprock Group
Idaho
$215K -$378K -2,975 -64%
MAA
1208
Matrix Asset Advisors
New York
$215K – – –
UFA
1209
US Financial Advisors
Massachusetts
$214K – – –
GIA
1210
GHP Investment Advisors
Colorado
$214K +$214K +1,689 New
EAM
1211
Evanson Asset Management
California
$213K -$21.3K -168 -9%
MPIA
1212
Mountain Pacific Investment Advisers
Idaho
$213K +$19K +150 +10%
SAMC
1213
Shinko Asset Management Company
Japan
$211K -$17.6K -139 -8%
HWA
1214
Heritage Wealth Advisors
Virginia
$208K – – –
DLHL
1215
Donald L. Hagan LLC
Florida
$208K – – –
TFF
1216
The Family Firm
Maryland
$208K +$254 +2 +0.1%
I
1217
IberiaBank
Louisiana
$206K +$5.85K +46 +3%
EA
1218
Elm Advisors
California
$205K -$9.52K -75 -4%
SIM
1219
SSI Investment Management
California
$203K – – –
MCM
1220
Maryland Capital Management
Maryland
$203K +$203K +1,596 New
ST
1221
Spinnaker Trust
Maine
$202K +$2.92K +23 +1%
FNBTCON
1222
First National Bank & Trust Co of Newtown
Pennsylvania
$201K – – –
LPC
1223
Loeb Partners Corp
New York
$201K – – –
ACP
1224
Arcus Capital Partners
Georgia
$200K +$7.48K +59 +4%
AIM
1225
Advantage Investment Management
Iowa
$200K +$19.1K +151 +11%
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