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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 %
BWA
1251
Burt Wealth Advisors
Maryland
$62K – – –
AIM
1252
Arcadia Investment Management
Michigan
$59K -$19K -145 -24%
PWM
1253
Perigon Wealth Management
California
$59K -$13.1K -100 -18%
MWM
1254
MinichMacGregor Wealth Management
New York
$58K -$1.56K -12 -3%
AIM
1255
Acrospire Investment Management
Illinois
$53K -$26.5K -200 -33%
FI
1256
FCM Investments
Texas
$53K – – –
CWM
1257
Cranbrook Wealth Management
Michigan
$53K +$53K +400 New
PCM
1258
Prelude Capital Management
New York
$53K +$53K +405 New
MA
1259
MCF Advisors
Kentucky
$50K – – –
RPG
1260
Risk Paradigm Group
Texas
$49K – – –
JAM
1261
Jolley Asset Management
North Carolina
$49K – – –
FNBSF
1262
First National Bank Sioux Falls
South Dakota
$46K – – –
BL
1263
Balentine LLC
Georgia
$46K – – –
EWM
1264
Endurance Wealth Management
Rhode Island
$45K – – –
JSAM
1265
J. Safra Asset Management
New York
$44K -$155K -1,173 -78%
DOA
1266
D'Orazio & Associates
Virginia
$42K – – –
PFG
1267
Piershale Financial Group
Illinois
$41K +$265 +2 +0.7%
RFS
1268
Rockefeller Financial Services
New York
$40K – – –
BKA
1269
Brick & Kyle Associates
Pennsylvania
$40K – – –
OSNBOA
1270
Old Second National Bank of Aurora
Illinois
$40K +$40K +300 New
WAS
1271
Winch Advisory Services
Wisconsin
$37K -$10.1K -76 -21%
CPIG
1272
Chicago Partners Investment Group
Illinois
$37K +$37K +280 New
JWA
1273
JFS Wealth Advisors
Pennsylvania
$36K – – –
BC
1274
Barnett & Company
Tennessee
$34K +$13.3K +100 +64%
HCM
1275
Highlander Capital Management
New Jersey
$33K – – –
49 50
51
52 53