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Boston Omaha

114 hedge funds and large institutions have $455M invested in Boston Omaha in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

9% more funds holding

Funds holding: 105114 (+9)

0.74% more ownership

Funds ownership: 66.47%67.21% (+0.74%)

6% less capital invested

Capital invested by funds: $485M → $455M (-$29.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

85% less call options, than puts

Call options by funds: $92K | Put options by funds: $615K

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
35
Reduced
22
Closed
10
Calls
$92K
Puts
$615K
Net Calls
-$523K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.37M +$21.4K +860 +2%
ASN
27
Advisory Services Network
Georgia
$1.04M +$30.9K +1,241 +3%
N
28
Nuveen
North Carolina
$1.03M -$333K -13,400 -24%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.02M -$127K -5,100 -11%
BF
30
BOK Financial
Oklahoma
$1.02M -$417K -16,774 -28%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$939K +$987K +39,651 New
CCIA
32
Campbell & Co Investment Adviser
Maryland
$863K +$202K +8,126 +29%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$815K +$149 +6 +0%
Bank of America
34
Bank of America
North Carolina
$668K +$54.1K +2,173 +8%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$610K -$10.4K -418 -2%
Invesco
36
Invesco
Georgia
$514K -$72.1K -2,899 -12%
Squarepoint
37
Squarepoint
New York
$426K +$448K +17,992 New
CS
38
Credit Suisse
Switzerland
$419K +$124 +5 +0%
Wells Fargo
39
Wells Fargo
California
$415K +$104K +4,178 +31%
ECM
40
ExodusPoint Capital Management
New York
$415K +$436K +17,523 New
JP Morgan Chase
41
JP Morgan Chase
New York
$413K +$111K +4,450 +34%
OQS
42
Occudo Quantitative Strategies
Florida
$407K +$428K +17,188 New
Deutsche Bank
43
Deutsche Bank
Germany
$380K +$169K +6,774 +73%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$377K +$397K +15,932 New
RC
45
Roundview Capital
New Jersey
$341K
AllianceBernstein
46
AllianceBernstein
Tennessee
$329K -$22.4K -900 -6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$325K -$94.6K -3,800 -22%
FCMC
48
Founders Capital Management (Connecticut)
Connecticut
$316K +$4.98K +200 +2%
Two Sigma Investments
49
Two Sigma Investments
New York
$311K +$327K +13,140 New
IAA
50
Independent Advisor Alliance
North Carolina
$308K +$45.3K +1,821 +16%

BOC Hedge Fund Activity: Q1 2023 in Review

114 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2023, worth a combined $455M — down 6.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOC positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Lawson Kroeker Investment Management, opening a new position worth an estimated $11.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10M.

  • 114 institutional investors held Boston Omaha (BOC) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $455M of Boston Omaha stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 20 funds opened new Boston Omaha positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Boston Omaha buyer in Q1 2023 was Lawson Kroeker Investment Management, an estimated $11.4M added.
  • The largest Boston Omaha seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.