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Boston Omaha

48 hedge funds and large institutions have $294M invested in Boston Omaha in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

11.13% more ownership

Funds ownership: 48.72%59.85% (+11%)

4% less capital invested

Capital invested by funds: $306M → $294M (-$11.6M)

9% less funds holding

Funds holding: 5348 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
6
Increased
19
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$431K
Bank of America
27
Bank of America
North Carolina
$367K +$41.2K +1,581 +11%
Charles Schwab
28
Charles Schwab
California
$281K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$200K +$20.9K +803 +10%
Deutsche Bank
30
Deutsche Bank
Germany
$154K -$362K -13,896 -68%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$131K
AIG
32
American International Group
New York
$78K -$651 -25 -0.7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$77K -$3.33K -128 -4%
UBS Group
34
UBS Group
Switzerland
$61K +$22.6K +867 +50%
SF
35
Synovus Financial
Georgia
$42K
Citigroup
36
Citigroup
New York
$40K -$834 -32 -2%
RFC
37
Regions Financial Corp
Alabama
$34K +$38.4K +1,473 New
JP Morgan Chase
38
JP Morgan Chase
New York
$30K +$3.15K +121 +10%
Legal & General Group
39
Legal & General Group
United Kingdom
$18K
DWA
40
Dorsey Wright & Associates
California
$15K +$16.4K +631 New
TRCT
41
Tower Research Capital (TRC)
New York
$14K -$18.9K -724 -54%
AIP
42
Ameritas Investment Partners
Nebraska
$10K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$9K
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$4.09K +$261 +10 +6%
AWM
45
Avior Wealth Management
Nebraska
$4K +$5.21K +200 New
Barclays
46
Barclays
United Kingdom
$3K -$50.4K -1,936 -93%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2K -$1.54K -59 -45%
GWM
48
Geneos Wealth Management
Colorado
$1K
BAS
49
Brown Advisory Securities
Maryland
-$239K -8,000 Closed
Jane Street
50
Jane Street
New York
-$230K -7,701 Closed

BOC Hedge Fund Activity: Q4 2018 in Review

48 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2018, worth a combined $294M — down 3.8% from $306M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BOC and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $3.75M. The largest seller was AKRE Capital Management, cutting an estimated $558K.

  • 48 institutional investors held Boston Omaha (BOC) as of Q4 2018, down from 53 in Q3 2018.
  • Funds reported $294M of Boston Omaha stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 6 funds opened new Boston Omaha positions in Q4 2018 and 11 closed out, a net change of -5 holders.
  • The largest Boston Omaha buyer in Q4 2018 was George Kaiser Family Foundation, an estimated $3.75M added.
  • The largest Boston Omaha seller in Q4 2018 was AKRE Capital Management, an estimated $558K sold.

Based on aggregated 13F filings for Q4 2018.