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Boston Omaha

65 hedge funds and large institutions have $347M invested in Boston Omaha in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3% more funds holding

Funds holding: 6365 (+2)

0.64% more ownership

Funds ownership: 84.77%85.41% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

13% less capital invested

Capital invested by funds: $398M → $347M (-$50.7M)

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
23
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$59.7K +$27.5K +1,435 +77%
TCOV
52
Trust Company of Vermont
Vermont
$38K +$40.3K +2,100 New
Legal & General Group
53
Legal & General Group
United Kingdom
$30K -$5.56K -290 -15%
Osaic Holdings
54
Osaic Holdings
Arizona
$24K +$25K +1,305 New
AIP
55
Ameritas Investment Partners
Nebraska
$16K
VFA
56
Valeo Financial Advisors
Indiana
$11K
TRCT
57
Tower Research Capital (TRC)
New York
$9K +$9.82K +512 New
Canada Life
58
Canada Life
Manitoba, Canada
$6K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$6K
LC
60
Lindbrook Capital
California
$6K +$6.48K +338 New
APWM
61
Atlas Private Wealth Management
New York
$5K
AWM
62
Avior Wealth Management
Nebraska
$3K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2K
BFC
64
Bedel Financial Consulting
Indiana
$1K
GWM
65
Geneos Wealth Management
Colorado
$1K
FTI
66
Fiduciary Trust International
Massachusetts
-$854K -40,596 Closed
BIA
67
Biondo Investment Advisors
Pennsylvania
-$767K -36,475 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$369K -17,528 Closed
TCWM
69
Total Clarity Wealth Management
Illinois
-$219K -10,400 Closed
SF
70
Synovus Financial
Georgia
-$38K -1,823 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$27K -1,294 Closed

BOC Hedge Fund Activity: Q1 2020 in Review

65 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2020, worth a combined $347M — down 13% from $398M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BOC positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Elgethun Capital Management, adding an estimated $2.36M. The largest seller was Morgan Stanley, cutting an estimated $928K.

  • 65 institutional investors held Boston Omaha (BOC) as of Q1 2020, up from 63 in Q4 2019.
  • Funds reported $347M of Boston Omaha stock for Q1 2020, down 13% quarter-over-quarter.
  • 10 funds opened new Boston Omaha positions in Q1 2020 and 6 closed out, a net change of +4 holders.
  • The largest Boston Omaha buyer in Q1 2020 was Elgethun Capital Management, an estimated $2.36M added.
  • The largest Boston Omaha seller in Q1 2020 was Morgan Stanley, an estimated $928K sold.

Based on aggregated 13F filings for Q1 2020.