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Boston Omaha

63 hedge funds and large institutions have $398M invested in Boston Omaha in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $374M → $398M (+$23.7M)

5% more funds holding

Funds holding: 6063 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 86.01%84.77% (-1.2%)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
10
Increased
21
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$519K
Renaissance Technologies
27
Renaissance Technologies
New York
$465K -$149K -7,100 -24%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$372K -$15.1K -722 -4%
Citadel Advisors
29
Citadel Advisors
Florida
$369K +$33.2K +1,585 +10%
Swiss National Bank
30
Swiss National Bank
Switzerland
$353K +$23.1K +1,100 +7%
WG
31
Winton Group
United Kingdom
$345K +$344K +16,409 New
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$329K -$8.96K -427 -3%
UBS Group
33
UBS Group
Switzerland
$316K +$129K +6,129 +69%
CS
34
Credit Suisse
Switzerland
$275K +$274K +13,048 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$233K +$3.86K +184 +2%
Barclays
36
Barclays
United Kingdom
$221K +$113K +5,401 +106%
TCWM
37
Total Clarity Wealth Management
Illinois
$219K +$218K +10,400 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$217K
Goldman Sachs
39
Goldman Sachs
New York
$206K +$206K +9,811 New
Deutsche Bank
40
Deutsche Bank
Germany
$146K +$70.3K +3,352 +91%
AIG
41
American International Group
New York
$138K +$1.13K +54 +0.8%
Bank of America
42
Bank of America
North Carolina
$116K -$38.4K -1,831 -25%
Wells Fargo
43
Wells Fargo
California
$115K +$419 +20 +0.4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$98K +$13.7K +652 +16%
GTAM
45
Global Trust Asset Management
Florida
$97K
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$82K +$82K +3,908 New
JP Morgan Chase
47
JP Morgan Chase
New York
$71K
Citigroup
48
Citigroup
New York
$52K +$27.3K +1,303 +110%
Legal & General Group
49
Legal & General Group
United Kingdom
$41K +$6.17K +294 +18%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$39.1K +$16.4K +780 +72%

BOC Hedge Fund Activity: Q4 2019 in Review

63 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2019, worth a combined $398M — up 6.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BOC positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $2.96M. The largest seller was Abacus Planning Group, cutting an estimated $2.59M.

  • 63 institutional investors held Boston Omaha (BOC) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $398M of Boston Omaha stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 10 funds opened new Boston Omaha positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest Boston Omaha buyer in Q4 2019 was ArrowMark Colorado Holdings, an estimated $2.96M added.
  • The largest Boston Omaha seller in Q4 2019 was Abacus Planning Group, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2019.