We are live on ! Find out more
BOC icon

Boston Omaha

82 hedge funds and large institutions have $367M invested in Boston Omaha in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $341M → $367M (+$26M)

6.28% more ownership

Funds ownership: 81.39%87.67% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 8482 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
31
Reduced
17
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$103K
MIM
52
MetLife Investment Management
New Jersey
$102K +$103K +6,376 New
Zurich Cantonal Bank
53
Zurich Cantonal Bank
Switzerland
$101K +$38.4K +2,387 +61%
Barclays
54
Barclays
United Kingdom
$95K -$3.46K -215 -3%
Bank of America
55
Bank of America
North Carolina
$89K -$15K -932 -14%
NFG
56
Next Financial Group
Texas
$75K +$75.7K +4,710 New
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$70K +$70.4K +4,378 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$68K +$1.69K +105 +3%
VFA
59
Valeo Financial Advisors
Indiana
$59K +$42.9K +2,665 +267%
LF
60
Lee Financial
Texas
$50K
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$45.1K +$39.2K +2,437 +643%
CPA
62
Cowen Prime Advisors
New York
$40K +$40.2K +2,500 New
UBS Group
63
UBS Group
Switzerland
$19K -$24.2K -1,507 -56%
GTAM
64
Global Trust Asset Management
Florida
$19K
Citigroup
65
Citigroup
New York
$18K -$55.8K -3,469 -75%
Legal & General Group
66
Legal & General Group
United Kingdom
$18K -$3.78K -235 -17%
AIP
67
Ameritas Investment Partners
Nebraska
$14K
PCIA
68
Prime Capital Investment Advisors
Kansas
$13K +$12.9K +802 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$10K -$4.55K -283 -32%
AWM
70
Avior Wealth Management
Nebraska
$10K +$7.4K +460 +230%
CCM
71
Covington Capital Management
California
$8K
HNB
72
Huntington National Bank
Ohio
$8K
LC
73
Lindbrook Capital
California
$8K +$3.22K +200 +72%
Canada Life
74
Canada Life
Manitoba, Canada
$6K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6K

BOC Hedge Fund Activity: Q3 2020 in Review

82 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2020, worth a combined $367M — up 7.6% from $341M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BOC and 16 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 31 added.

The largest buyer was Verus Financial Partners, opening a new position worth an estimated $24.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.29M.

  • 82 institutional investors held Boston Omaha (BOC) as of Q3 2020, down from 84 in Q2 2020.
  • Funds reported $367M of Boston Omaha stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q3 2020 and 18 closed out, a net change of -2 holders.
  • The largest Boston Omaha buyer in Q3 2020 was Verus Financial Partners, an estimated $24.4M added.
  • The largest Boston Omaha seller in Q3 2020 was ArrowMark Colorado Holdings, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2020.