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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 %
JWA
1301
JFS Wealth Advisors
Pennsylvania
$38K – – –
PWM
1302
Perigon Wealth Management
California
$38K +$38K +300 New
OSNBOA
1303
Old Second National Bank of Aurora
Illinois
$37K – – –
CAL
1304
Capital Advisors Ltd
Ohio
$37K +$257 +2 +0.7%
PCM
1305
Prelude Capital Management
New York
$36K -$130K -1,039 -78%
TFO
1306
Tarbox Family Office
California
$34K -$253 -2 -0.7%
ANBT
1307
American National Bank & Trust
Texas
$32K – – –
HCM
1308
Highlander Capital Management
New Jersey
$32K – – –
GBBWRPM
1309
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K -$23.3K -184 -43%
MBT
1310
Monroe Bank & Trust
Michigan
$28K – – –
HPBT
1311
High Point Bank & Trust
North Carolina
$25K – – –
TCCM
1312
Timber Creek Capital Management
Massachusetts
$25K – – –
CFG
1313
CKW Financial Group
Hawaii
$25K – – –
AOWM
1314
Alpha Omega Wealth Management
Virginia
$25K – – –
EDRAML
1315
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$25K – – –
AIM
1316
Acrospire Investment Management
Illinois
$25K +$25K +200 New
DPA
1317
Delphi Private Advisors
California
$24K -$5.65K -44 -19%
AWMS
1318
Advocacy Wealth Management Services
Georgia
$24K -$4.44K -35 -16%
SIG
1319
Stanford Investment Group
California
$24K +$128 +1 +0.5%
WAS
1320
Winch Advisory Services
Wisconsin
$23K -$2.96K -23 -11%
BC
1321
Barnett & Company
Tennessee
$20K +$20K +156 New
NC
1322
NewSquare Capital
Pennsylvania
$19K +$16.5K +130 +650%
MCM
1323
McKinley Capital Management
Alaska
$18K -$21M -163,681 -100%
TSU
1324
TD Securities (USA)
New York
$18K – – –
ACM
1325
Armbruster Capital Management
New York
$17K -$34K -260 -67%
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