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Boston Omaha
BOC

81 hedge funds and large institutions have $592M invested in Boston Omaha in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $367M → $592M (+$225M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 82 → 81 (-1)

5.85% less ownership

Funds ownership: 87.67% → 81.81% (-5.9%)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
29
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.85M
3
BlackRock
BlackRock
New York
+$1.58M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.18M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$731K

Top Sellers

Rank Fund Capital Flow
1
VFP
Verus Financial Partners
Virginia
-$24.3M
2
APG
Abacus Planning Group
South Carolina
-$2.71M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.84M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.36M
5
BF
BOK Financial
Oklahoma
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$174K – – –
UBS Group
52
UBS Group
Switzerland
$170K +$102K +4,997 +429%
MIM
53
MetLife Investment Management
New Jersey
$165K -$8.22K -403 -6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$160K +$31.7K +1,556 +37%
APA
55
American Portfolios Advisors
New York
$123K -$40.8K -2,000 -31%
Barclays
56
Barclays
United Kingdom
$117K -$35.3K -1,728 -29%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$116K -$3.37K -165 -4%
VFA
58
Valeo Financial Advisors
Indiana
$104K +$2.04K +100 +3%
Citigroup
59
Citigroup
New York
$85K +$39.1K +1,914 +167%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$80.4K +$1.88K +92 +3%
Osaic Holdings
61
Osaic Holdings
Arizona
$60K -$571K -27,970 -93%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$53K +$29K +1,423 +233%
TRCT
63
Tower Research Capital (TRC)
New York
$51K -$208K -10,181 -85%
AWM
64
Avior Wealth Management
Nebraska
$49K +$23.3K +1,140 +173%
GTAM
65
Global Trust Asset Management
Florida
$32K – – –
Legal & General Group
66
Legal & General Group
United Kingdom
$32K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$24K – – –
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$24K +$18.2K +893 New
PCIA
69
Prime Capital Investment Advisors
Kansas
$22K – – –
CCM
70
Covington Capital Management
California
$14K – – –
HNB
71
Huntington National Bank
Ohio
$14K – – –
Canada Life
72
Canada Life
Manitoba, Canada
$10K – – –
LC
73
Lindbrook Capital
California
$8K -$3.59K -176 -37%
APWM
74
Atlas Private Wealth Management
New York
$8K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
1 2
3
4

BOC Hedge Fund Activity: Q4 2020 in Review

81 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2020, worth a combined $592M — up 61% from $367M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BOC and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 29 added.

The largest buyer was Geode Capital Management, adding an estimated $2.16M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $24.3M sold.

  • 81 institutional investors held Boston Omaha (BOC) as of Q4 2020, down from 82 in Q3 2020.
  • Funds reported $592M of Boston Omaha stock for Q4 2020, up 61% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q4 2020 and 12 closed out, a net change of -1 holder.
  • The largest Boston Omaha buyer in Q4 2020 was Geode Capital Management, an estimated $2.16M added.
  • The largest Boston Omaha seller in Q4 2020 was Verus Financial Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2020.