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Boston Omaha

45 hedge funds and large institutions have $209M invested in Boston Omaha in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

22% more funds holding

Funds holding: 3745 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $254M → $209M (-$45.7M)

22.14% less ownership

Funds ownership: 70.03%47.88% (-22%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
13
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$118K +$131K +5,600 New
AIG
27
American International Group
New York
$69K +$76.9K +3,289 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$42K +$23.9K +1,022 +102%
SO
29
STRS Ohio
Ohio
$31K +$35.1K +1,500 New
TRCT
30
Tower Research Capital (TRC)
New York
$29K -$14.1K -603 -31%
Citigroup
31
Citigroup
New York
$29K +$23.7K +1,012 +283%
JP Morgan Chase
32
JP Morgan Chase
New York
$22K +$24K +1,025 New
SF
33
Synovus Financial
Georgia
$21K +$23.4K +1,000 New
UBS Group
34
UBS Group
Switzerland
$19K +$2.95K +126 +16%
Legal & General Group
35
Legal & General Group
United Kingdom
$16K +$17.8K +760 New
AIP
36
Ameritas Investment Partners
Nebraska
$9K +$9.94K +425 New
LA
37
Legacy Advisors
Pennsylvania
$8K
Barclays
38
Barclays
United Kingdom
$8K +$6.32K +270 +270%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$3.52K +$3.91K +167 New
GWS
41
Glassman Wealth Services
Virginia
$2K
OIA
42
OneDigital Investment Advisors
Kansas
$2K
PIA
43
Piedmont Investment Advisors
North Carolina
$2K +$2.06K +88 New
GWM
44
Geneos Wealth Management
Colorado
$1K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1K +$842 +36 New
Goldman Sachs
46
Goldman Sachs
New York
-$652K -29,816 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$546K -24,956 Closed
SRC
48
Shufro Rose & Co
New York
-$536K -24,500 Closed
Millennium Management
49
Millennium Management
New York
-$422K -19,306 Closed
LCM
50
Laurion Capital Management
New York
-$322K -14,739 Closed

BOC Hedge Fund Activity: Q2 2018 in Review

45 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2018, worth a combined $209M — down 18% from $254M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOC positions and 8 closed out — a net gain of 8 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $5.81M. The largest seller was Magnolia Group, cutting an estimated $50.3M.

  • 45 institutional investors held Boston Omaha (BOC) as of Q2 2018, up from 37 in Q1 2018.
  • Funds reported $209M of Boston Omaha stock for Q2 2018, down 18% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q2 2018 and 8 closed out, a net change of +8 holders.
  • The largest Boston Omaha buyer in Q2 2018 was BlackRock, an estimated $5.81M added.
  • The largest Boston Omaha seller in Q2 2018 was Magnolia Group, an estimated $50.3M sold.

Based on aggregated 13F filings for Q2 2018.