Boston Omaha
BOC
37 hedge funds and large institutions have $254M invested in Boston Omaha in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
61% more funds holding
Funds holding: 23 → 37 (+14)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.92% less ownership
Funds ownership: 70.94% → 70.03% (-0.92%)
17% less capital invested
Capital invested by funds: $306M → $254M (-$51.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$38M |
| 2 |
ICP
Ironvine Capital Partners
Omaha,
Nebraska
|
+$2.9M |
| 3 |
BlackRock
New York
|
+$2.68M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.7M |
| 5 |
CPA
Cowen Prime Advisors
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMP
Santa Monica Partners
Palm Beach Gardens,
Florida
|
-$935K |
| 2 |
Millennium Management
New York
|
-$471K |
| 3 |
SRC
Shufro Rose & Co
New York
|
-$456K |
| 4 |
RCC
Red Cedar Capital
Omaha,
Nebraska
|
-$351K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $43K | +$45.4K | +1,972 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $22K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $17K | +$15.4K | +667 | +494% |
|
|
LA
29
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $9K | +$9.21K | +400 | New |
|
30
Citigroup
New York
| $8K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
GWS
32
Glassman Wealth Services
Vienna,
Virginia
| $2K | – | – | – |
|
|
OIA
33
OneDigital Investment Advisors
Overland Park,
Kansas
| $2K | – | – | – |
|
34
Barclays
London,
United Kingdom
| $2K | +$2.3K | +100 | New |
|
|
SWP
35
Stratos Wealth Partners
Beachwood,
Ohio
| $2K | +$2.3K | +100 | New |
|
|
PA
36
Parallel Advisors
San Francisco,
California
| $1K | +$529 | +23 | New |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| $1K | +$1.73K | +75 | New |
|
|
FANJ
38
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$32K | -1,000 | Closed |
|
BOC Hedge Fund Activity: Q1 2018 in Review
37 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2018, worth a combined $254M — down 17% from $306M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BOC positions and 1 closed out — a net gain of 14 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Magnolia Group, adding an estimated $38M. The largest seller was Santa Monica Partners, cutting an estimated $935K.
- 37 institutional investors held Boston Omaha (BOC) as of Q1 2018, up from 23 in Q4 2017.
- Funds reported $254M of Boston Omaha stock for Q1 2018, down 17% quarter-over-quarter.
- 15 funds opened new Boston Omaha positions in Q1 2018 and 1 closed out, a net change of +14 holders.
- The largest Boston Omaha buyer in Q1 2018 was Magnolia Group, an estimated $38M added.
- The largest Boston Omaha seller in Q1 2018 was Santa Monica Partners, an estimated $935K sold.
Based on aggregated 13F filings for Q1 2018.