Boston Omaha
BOC
48 hedge funds and large institutions have $294M invested in Boston Omaha in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
11.13% more ownership
Funds ownership: 48.72% → 59.85% (+11%)
4% less capital invested
Capital invested by funds: $306M → $294M (-$11.6M)
9% less funds holding
Funds holding: 53 → 48 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKFF
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
+$3.75M |
| 2 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$3.14M |
| 3 |
RCC
Red Cedar Capital
Omaha,
Nebraska
|
+$2.27M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$558K |
| 2 |
MCM
Moore Capital Management
New York
|
-$391K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$362K |
| 4 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$264K |
| 5 |
BAS
Brown Advisory Securities
Baltimore,
Maryland
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCIM
51
TIAA CREF Investment Management
New York
| – | -$219K | -7,330 | Closed |
|
52
Invesco
Atlanta,
Georgia
| – | -$214K | -7,148 | Closed |
|
|
TA
53
Teachers Advisors
New York
| – | -$205K | -6,858 | Closed |
|
|
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$150K | -5,000 | Closed |
|
|
LA
55
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$12K | -400 | Closed |
|
|
AG
56
Advisor Group
Phoenix,
Arizona
| – | -$3K | -100 | Closed |
|
|
GWS
57
Glassman Wealth Services
Vienna,
Virginia
| – | -$3K | -100 | Closed |
|
|
OIA
58
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$3K | -100 | Closed |
|
|
SWP
59
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$3K | -100 | Closed |
|
BOC Hedge Fund Activity: Q4 2018 in Review
48 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2018, worth a combined $294M — down 3.8% from $306M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BOC and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.
The largest buyer was George Kaiser Family Foundation, adding an estimated $3.75M. The largest seller was AKRE Capital Management, cutting an estimated $558K.
- 48 institutional investors held Boston Omaha (BOC) as of Q4 2018, down from 53 in Q3 2018.
- Funds reported $294M of Boston Omaha stock for Q4 2018, down 3.8% quarter-over-quarter.
- 6 funds opened new Boston Omaha positions in Q4 2018 and 11 closed out, a net change of -5 holders.
- The largest Boston Omaha buyer in Q4 2018 was George Kaiser Family Foundation, an estimated $3.75M added.
- The largest Boston Omaha seller in Q4 2018 was AKRE Capital Management, an estimated $558K sold.
Based on aggregated 13F filings for Q4 2018.