We are live on ! Find out more
BOC icon

Boston Omaha

96 hedge funds and large institutions have $552M invested in Boston Omaha in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

19% more funds holding

Funds holding: 8196 (+15)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

7% less capital invested

Capital invested by funds: $592M → $552M (-$39.6M)

10.4% less ownership

Funds ownership: 81.81%71.41% (-10%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
21
Increased
32
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
51
Squarepoint
New York
$208K +$255K +7,042 New
RJA
52
Raymond James & Associates
Florida
$207K +$253K +6,994 New
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$177K +$112K +3,087 +106%
MIM
54
MetLife Investment Management
New Jersey
$177K
MAM
55
Meeder Asset Management
Ohio
$167K +$205K +5,673 New
SPIA
56
Steward Partners Investment Advisory
New York
$135K +$165K +4,570 New
APA
57
American Portfolios Advisors
New York
$131K
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$125K
UBS Group
59
UBS Group
Switzerland
$109K -$89.1K -2,462 -40%
SG Americas Securities
60
SG Americas Securities
New York
$105K +$128K +3,545 New
VFA
61
Valeo Financial Advisors
Indiana
$104K -$8.65K -239 -6%
Osaic Holdings
62
Osaic Holdings
Arizona
$90K +$33K +913 +42%
FC
63
FORA Capital
Florida
$82K +$99.9K +2,760 New
AWM
64
Avior Wealth Management
Nebraska
$53K
Legal & General Group
65
Legal & General Group
United Kingdom
$52K +$22.1K +612 +53%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$50K -$148K -4,097 -71%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$47K -$170K -4,689 -74%
Citigroup
68
Citigroup
New York
$41K -$60.5K -1,671 -55%
Canada Life
69
Canada Life
Manitoba, Canada
$40K +$36.4K +1,007 +285%
GTAM
70
Global Trust Asset Management
Florida
$34K
AIP
71
Ameritas Investment Partners
Nebraska
$33K +$8.87K +245 +28%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$27K +$1.3K +36 +4%
PCIA
73
Prime Capital Investment Advisors
Kansas
$24K
BWP
74
Baldwin Wealth Partners
Massachusetts
$18K +$21.7K +600 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$17K -$51.6K -1,425 -70%

BOC Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2021, worth a combined $552M — down 6.7% from $592M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BOC positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $6.28M. The largest seller was Abacus Planning Group, cutting an estimated $30.3M.

  • 96 institutional investors held Boston Omaha (BOC) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $552M of Boston Omaha stock for Q1 2021, down 6.7% quarter-over-quarter.
  • 21 funds opened new Boston Omaha positions in Q1 2021 and 4 closed out, a net change of +17 holders.
  • The largest Boston Omaha buyer in Q1 2021 was BlackRock, an estimated $6.28M added.
  • The largest Boston Omaha seller in Q1 2021 was Abacus Planning Group, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2021.