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Boston Omaha

50 hedge funds and large institutions have $401M invested in Boston Omaha in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $294M → $401M (+$107M)

16.12% more ownership

Funds ownership: 59.85%75.97% (+16%)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

4% more funds holding

Funds holding: 4850 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
5
Increased
17
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$337K -$54.7K -2,187 -14%
Charles Schwab
27
Charles Schwab
California
$300K
Millennium Management
28
Millennium Management
New York
$221K +$222K +8,868 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$193K -$20K -800 -9%
Deutsche Bank
30
Deutsche Bank
Germany
$154K -$8.95K -358 -5%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$140K
GTAM
32
Global Trust Asset Management
Florida
$115K +$116K +4,626 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$88K +$6.4K +256 +8%
AIG
34
American International Group
New York
$80K -$2.58K -103 -3%
SF
35
Synovus Financial
Georgia
$46K
Barclays
36
Barclays
United Kingdom
$43K +$38.9K +1,555 +1,065%
Citigroup
37
Citigroup
New York
$40K -$2.8K -112 -7%
RFC
38
Regions Financial Corp
Alabama
$37K
JP Morgan Chase
39
JP Morgan Chase
New York
$31K -$1.45K -58 -4%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$26.6K +$22.3K +893 +510%
UBS Group
41
UBS Group
Switzerland
$22K -$42.9K -1,717 -66%
Legal & General Group
42
Legal & General Group
United Kingdom
$19K
TRCT
43
Tower Research Capital (TRC)
New York
$15K -$250 -10 -2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$12K +$2.25K +90 +23%
AIP
45
Ameritas Investment Partners
Nebraska
$11K
LA
46
Legacy Advisors
Pennsylvania
$10K +$10K +400 New
DWA
47
Dorsey Wright & Associates
California
$8K -$7.88K -315 -50%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6K +$5K +200 New
AWM
49
Avior Wealth Management
Nebraska
$4K
GWM
50
Geneos Wealth Management
Colorado
$1K

BOC Hedge Fund Activity: Q1 2019 in Review

50 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2019, worth a combined $401M — up 36% from $294M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BOC positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Magnolia Group, adding an estimated $79.5M. The largest seller was Fiduciary Trust International, exiting entirely with an estimated $482K sold.

  • 50 institutional investors held Boston Omaha (BOC) as of Q1 2019, up from 48 in Q4 2018.
  • Funds reported $401M of Boston Omaha stock for Q1 2019, up 36% quarter-over-quarter.
  • 5 funds opened new Boston Omaha positions in Q1 2019 and 2 closed out, a net change of +3 holders.
  • The largest Boston Omaha buyer in Q1 2019 was Magnolia Group, an estimated $79.5M added.
  • The largest Boston Omaha seller in Q1 2019 was Fiduciary Trust International, an estimated $482K sold.

Based on aggregated 13F filings for Q1 2019.