Boston Omaha
BOC
50 hedge funds and large institutions have $401M invested in Boston Omaha in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $294M → $401M (+$107M)
16.12% more ownership
Funds ownership: 59.85% → 75.97% (+16%)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
4% more funds holding
Funds holding: 48 → 50 (+2)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$79.5M |
| 2 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$4.93M |
| 3 |
MIOT
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
+$3.46M |
| 4 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$430K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$482K |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$319K |
| 3 |
Morgan Stanley
New York
|
-$275K |
| 4 |
State Street
Boston,
Massachusetts
|
-$251K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTI
51
Fiduciary Trust International
Lincoln,
Massachusetts
| – | -$482K | -20,596 | Closed |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -71 | Closed |
|
BOC Hedge Fund Activity: Q1 2019 in Review
50 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2019, worth a combined $401M — up 36% from $294M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BOC positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Magnolia Group, adding an estimated $79.5M. The largest seller was Fiduciary Trust International, exiting entirely with an estimated $482K sold.
- 50 institutional investors held Boston Omaha (BOC) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $401M of Boston Omaha stock for Q1 2019, up 36% quarter-over-quarter.
- 5 funds opened new Boston Omaha positions in Q1 2019 and 2 closed out, a net change of +3 holders.
- The largest Boston Omaha buyer in Q1 2019 was Magnolia Group, an estimated $79.5M added.
- The largest Boston Omaha seller in Q1 2019 was Fiduciary Trust International, an estimated $482K sold.
Based on aggregated 13F filings for Q1 2019.