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Boston Omaha
BOC

81 hedge funds and large institutions have $592M invested in Boston Omaha in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $367M → $592M (+$225M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 82 → 81 (-1)

5.85% less ownership

Funds ownership: 87.67% → 81.81% (-5.9%)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
29
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.85M
3
BlackRock
BlackRock
New York
+$1.58M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.18M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$731K

Top Sellers

Rank Fund Capital Flow
1
VFP
Verus Financial Partners
Virginia
-$24.3M
2
APG
Abacus Planning Group
South Carolina
-$2.71M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.84M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.36M
5
BF
BOK Financial
Oklahoma
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$752K +$145K +7,083 +35%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$738K -$59.5K -2,916 -10%
SIG
28
Sargent Investment Group
Maryland
$681K -$352K -17,235 -41%
Wells Fargo
29
Wells Fargo
California
$619K -$21.1K -1,034 -4%
VRS
30
Virginia Retirement Systems
Virginia
$553K -$10.2K -500 -2%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$550K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$486K +$63.8K +3,129 +22%
ASN
33
Advisory Services Network
Georgia
$476K +$351K +17,198 New
CS
34
Credit Suisse
Switzerland
$473K +$101K +4,942 +41%
AllianceBernstein
35
AllianceBernstein
Tennessee
$467K -$57.1K -2,800 -14%
UBS AM
36
UBS AM
Illinois
$423K – – –
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$378K -$23.1K -1,130 -8%
Bank of America
38
Bank of America
North Carolina
$371K +$160K +7,852 +141%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$340K +$40.8K +2,000 +19%
JP Morgan Chase
40
JP Morgan Chase
New York
$330K -$33.5K -1,641 -12%
AG
41
Aperio Group
California
$327K +$241K +11,813 New
WG
42
Winton Group
United Kingdom
$322K -$467K -22,871 -66%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$314K – – –
BIA
44
Biondo Investment Advisors
Pennsylvania
$304K +$224K +11,000 New
Invesco
45
Invesco
Georgia
$255K +$188K +9,225 New
HighTower Advisors
46
HighTower Advisors
Illinois
$247K +$183K +8,946 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K +$178K +8,700 New
CAM
48
Concorde Asset Management
Michigan
$237K -$964K -47,265 -85%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$219K +$161K +7,914 New
NFG
50
Next Financial Group
Texas
$187K +$41.7K +2,044 +43%
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BOC Hedge Fund Activity: Q4 2020 in Review

81 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2020, worth a combined $592M — up 61% from $367M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BOC and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 29 added.

The largest buyer was Geode Capital Management, adding an estimated $2.16M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $24.3M sold.

  • 81 institutional investors held Boston Omaha (BOC) as of Q4 2020, down from 82 in Q3 2020.
  • Funds reported $592M of Boston Omaha stock for Q4 2020, up 61% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q4 2020 and 12 closed out, a net change of -1 holder.
  • The largest Boston Omaha buyer in Q4 2020 was Geode Capital Management, an estimated $2.16M added.
  • The largest Boston Omaha seller in Q4 2020 was Verus Financial Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2020.