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Boston Omaha

107 hedge funds and large institutions have $648M invested in Boston Omaha in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $569M → $648M (+$78.9M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

7% more funds holding

Funds holding: 100107 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4.34% less ownership

Funds ownership: 62.97%58.62% (-4.3%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
33
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$322K +$40.8K +1,235 +17%
RJA
52
Raymond James & Associates
Florida
$320K +$39.6K +1,200 +17%
FCMC
53
Founders Capital Management (Connecticut)
Connecticut
$292K +$248K +7,524 New
Barclays
54
Barclays
United Kingdom
$279K +$165K +5,006 +227%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$265K
JP Morgan Chase
56
JP Morgan Chase
New York
$262K -$1.45K -44 -0.6%
LPL Financial
57
LPL Financial
California
$261K +$222K +6,740 New
Victory Capital Management
58
Victory Capital Management
Texas
$252K +$214K +6,495 New
MIM
59
MetLife Investment Management
New Jersey
$232K
Osaic Holdings
60
Osaic Holdings
Arizona
$231K +$44K +1,332 +29%
Legal & General Group
61
Legal & General Group
United Kingdom
$216K +$115K +3,481 +167%
MFW
62
Meristem Family Wealth
Minnesota
$209K +$178K +5,378 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$204K +$174K +5,263 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$188K +$80.7K +2,446 +102%
CM
65
Cohanzick Management
New York
$173K +$148K +4,472 New
APA
66
American Portfolios Advisors
New York
$172K
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$171K +$6.44K +195 +5%
SO
68
STRS Ohio
Ohio
$166K
UBS Group
69
UBS Group
Switzerland
$115K -$16.4K -497 -14%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$100K +$29.4K +891 +52%
Citigroup
71
Citigroup
New York
$90K +$28K +848 +57%
AWM
72
Avior Wealth Management
Nebraska
$72K
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$62K
AIP
74
Ameritas Investment Partners
Nebraska
$54K +$8.91K +270 +24%
BCM
75
Blume Capital Management
California
$44K -$4.13K -125 -10%

BOC Hedge Fund Activity: Q3 2021 in Review

107 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2021, worth a combined $648M — up 14% from $569M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BOC positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.38M. The largest seller was Magnolia Group, cutting an estimated $32M.

  • 107 institutional investors held Boston Omaha (BOC) as of Q3 2021, up from 100 in Q2 2021.
  • Funds reported $648M of Boston Omaha stock for Q3 2021, up 14% quarter-over-quarter.
  • 14 funds opened new Boston Omaha positions in Q3 2021 and 6 closed out, a net change of +8 holders.
  • The largest Boston Omaha buyer in Q3 2021 was Russell Investments Group, an estimated $3.38M added.
  • The largest Boston Omaha seller in Q3 2021 was Magnolia Group, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2021.