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Boston Omaha

115 hedge funds and large institutions have $358M invested in Boston Omaha in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 114115 (+1)

4.3% less ownership

Funds ownership: 67.21%62.9% (-4.3%)

21% less capital invested

Capital invested by funds: $455M → $358M (-$96.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $210K | Put options by funds: $404K

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
52
Reduced
15
Closed
16
Calls
$210K
Puts
$404K
Net Calls
-$194K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.17M +$80.7K +3,973 +7%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.13M +$954K +46,958 +357%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.05M +$1.13M +55,600 New
Swiss National Bank
29
Swiss National Bank
Switzerland
$976K +$175K +8,600 +20%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$941K +$211K +10,370 +26%
Marshall Wace
31
Marshall Wace
United Kingdom
$909K +$981K +48,282 New
Squarepoint
32
Squarepoint
New York
$873K +$577K +28,383 +158%
BF
33
BOK Financial
Oklahoma
$814K
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$711K +$68.6K +3,377 +10%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$539K +$58.4K +2,876 +11%
CSS
36
Cubist Systematic Strategies
Connecticut
$531K +$573K +28,196 New
IAS
37
Insigneo Advisory Services
Florida
$491K +$354K +17,414 +200%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$488K +$11.8K +581 +2%
EGM
39
Engineers Gate Manager
New York
$486K +$524K +25,808 New
Bank of America
40
Bank of America
North Carolina
$479K -$56.3K -2,770 -10%
Invesco
41
Invesco
Georgia
$406K -$3.25K -160 -0.7%
UBS Group
42
UBS Group
Switzerland
$404K +$221K +10,863 +102%
Wells Fargo
43
Wells Fargo
California
$391K +$65.9K +3,243 +18%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$388K +$95.2K +4,687 +29%
FCMC
45
Founders Capital Management (Connecticut)
Connecticut
$380K +$139K +6,850 +51%
Allianz Asset Management
46
Allianz Asset Management
Germany
$376K -$841K -41,406 -67%
CS
47
Credit Suisse
Switzerland
$367K +$36.7K +1,808 +10%
OQS
48
Occudo Quantitative Strategies
Florida
$359K +$38.8K +1,912 +11%
ECM
49
ExodusPoint Capital Management
New York
$351K +$22.5K +1,108 +6%
JP Morgan Chase
50
JP Morgan Chase
New York
$343K +$15.4K +760 +4%

BOC Hedge Fund Activity: Q2 2023 in Review

115 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2023, worth a combined $358M — down 21% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Greenwood Gearhart, adding an estimated $4.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $27.7M.

  • 115 institutional investors held Boston Omaha (BOC) as of Q2 2023, up from 114 in Q1 2023.
  • Funds reported $358M of Boston Omaha stock for Q2 2023, down 21% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest Boston Omaha buyer in Q2 2023 was Greenwood Gearhart, an estimated $4.7M added.
  • The largest Boston Omaha seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.