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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 %
MCM
1226
MV Capital Management
Maryland
$121K +$790 +6 +0.7%
LWM
1227
LBA Wealth Management
Florida
$120K – – –
VOYA Investment Management
1228
VOYA Investment Management
Georgia
$116K +$71.3K +541,337 +158%
PO
1229
Private Ocean
California
$113K – – –
FWM
1230
Focused Wealth Management
New York
$113K +$263 +2 +0.2%
TCCM
1231
Timber Creek Capital Management
Massachusetts
$111K +$84.9K +650 +325%
JGIA
1232
Jackson Grant Investment Advisers
Connecticut
$109K +$60.5K +461 +125%
KLI
1233
Kelman-Lazarov Inc
Tennessee
$105K – – –
KKAMG
1234
Kernodle & Katon Asset Management Group
Arkansas
$102K +$102K +775 New
ACM
1235
Americafirst Capital Management
California
$101K – – –
VCM
1236
Vigilant Capital Management
Maine
$98K +$22.1K +167 +29%
TWMP
1237
Taylor Wealth Management Partners
Massachusetts
$94K – – –
TJHA
1238
Thomas J. Herzfeld Advisors
Florida
$92K +$792 +6 +0.9%
CPP
1239
Crow Point Partners
Massachusetts
$85K +$85K +650 New
APSP
1240
Asset Planning Services (Pennsylvania)
Pennsylvania
$79K -$105K -800 -57%
MSFP
1241
Mark Sheptoff Financial Planning
Connecticut
$79K +$131 +1 +0.2%
GAM
1242
Gemmer Asset Management
California
$78K -$8.27K -63 -10%
RFWA
1243
RPg Family Wealth Advisory
Massachusetts
$77.3K – – –
VCM
1244
Versant Capital Management
Arizona
$77K +$7.56K +58 +11%
DAM
1245
Delta Asset Management
Tennessee
$71K -$10.7K -82 -13%
PCA
1246
Peddock Capital Advisors
Massachusetts
$69K +$69K +525 New
AB
1247
AT Bancorp
Iowa
$68K – – –
LWA
1248
Lenox Wealth Advisors
New York
$67K – – –
ECM
1249
Estabrook Capital Management
New York
$65.9K -$39.5K -300 -38%
CAL
1250
Capital Advisors Ltd
Ohio
$65K +$26.7K +202 +70%
48 49
50
51 52