Boston Omaha
BOC
59 hedge funds and large institutions have $388M invested in Boston Omaha in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
271% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 7
18% more funds holding
Funds holding: 50 → 59 (+9)
2.62% more ownership
Funds ownership: 75.97% → 78.59% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less capital invested
Capital invested by funds: $401M → $388M (-$12.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.37M |
| 2 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$4.23M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.65M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$895K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$743K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Cowen Prime Advisors
New York
|
-$1.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$296K |
| 3 |
Millennium Management
New York
|
-$221K |
| 4 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$37K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
51
FNY Investment Advisers
New York
| $14K | +$15.2K | +617 | New |
|
|
DWA
52
Dorsey Wright & Associates
Pasadena,
California
| $10K | +$2.59K | +105 | +33% |
|
|
LA
53
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $9K | – | – | – |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $5K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $4K | -$10.2K | -412 | -69% |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | -$7.41K | -300 | -61% |
|
58
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4K | +$3.8K | +154 | New |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
60
Millennium Management
New York
| – | -$221K | -8,868 | Closed |
|
|
RFC
61
Regions Financial Corp
Birmingham,
Alabama
| – | -$37K | -1,473 | Closed |
|
BOC Hedge Fund Activity: Q2 2019 in Review
59 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2019, worth a combined $388M — down 3.2% from $401M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BOC positions and 2 closed out — a net gain of 9 holders — while 26 added to existing stakes and 7 trimmed.
The largest buyer was BlackRock, adding an estimated $6.37M. The largest seller was Cowen Prime Advisors, cutting an estimated $1.36M.
- 59 institutional investors held Boston Omaha (BOC) as of Q2 2019, up from 50 in Q1 2019.
- Funds reported $388M of Boston Omaha stock for Q2 2019, down 3.2% quarter-over-quarter.
- 11 funds opened new Boston Omaha positions in Q2 2019 and 2 closed out, a net change of +9 holders.
- The largest Boston Omaha buyer in Q2 2019 was BlackRock, an estimated $6.37M added.
- The largest Boston Omaha seller in Q2 2019 was Cowen Prime Advisors, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2019.