Boston Omaha
BOC
53 hedge funds and large institutions have $306M invested in Boston Omaha in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
47% more capital invested
Capital invested by funds: $209M → $306M (+$97.5M)
18% more funds holding
Funds holding: 45 → 53 (+8)
0.83% more ownership
Funds ownership: 47.88% → 48.72% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GG
Greenwood Gearhart
Fayetteville,
Arkansas
|
+$2.22M |
| 2 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$2.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.74M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$752K |
| 5 |
Morgan Stanley
New York
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$2.04M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$476K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$281K |
| 4 |
MCM
Moore Capital Management
New York
|
-$236K |
| 5 |
RCC
Red Cedar Capital
Omaha,
Nebraska
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
51
Advisor Group
Phoenix,
Arizona
| $3K | +$2.36K | +100 | New |
|
|
SWP
52
Stratos Wealth Partners
Beachwood,
Ohio
| $3K | +$2.36K | +100 | New |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$281K | -13,354 | Closed |
|
|
SO
55
STRS Ohio
Columbus,
Ohio
| – | -$35.5K | -1,500 | Closed |
|
|
PIA
56
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$2K | -88 | Closed |
|
BOC Hedge Fund Activity: Q3 2018 in Review
53 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2018, worth a combined $306M — up 47% from $209M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BOC positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Greenwood Gearhart, opening a new position worth an estimated $2.22M. The largest seller was AKRE Capital Management, cutting an estimated $2.04M.
- 53 institutional investors held Boston Omaha (BOC) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $306M of Boston Omaha stock for Q3 2018, up 47% quarter-over-quarter.
- 11 funds opened new Boston Omaha positions in Q3 2018 and 3 closed out, a net change of +8 holders.
- The largest Boston Omaha buyer in Q3 2018 was Greenwood Gearhart, an estimated $2.22M added.
- The largest Boston Omaha seller in Q3 2018 was AKRE Capital Management, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2018.