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Boston Omaha

105 hedge funds and large institutions have $485M invested in Boston Omaha in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $437M → $485M (+$48M)

4% more funds holding

Funds holding: 101105 (+4)

0.28% more ownership

Funds ownership: 66.19%66.47% (+0.28%)

35% less call options, than puts

Call options by funds: $183K | Put options by funds: $281K

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
16
Increased
36
Reduced
21
Closed
9
Calls
$183K
Puts
$281K
Net Calls
-$98K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$221K +$219K +8,350 New
AWM
52
Angeles Wealth Management
California
$218K +$215K +8,209 New
SG Americas Securities
53
SG Americas Securities
New York
$209K -$9.86K -376 -5%
ACI
54
Alpha Cubed Investments
California
$206K +$204K +7,772 New
Legal & General Group
55
Legal & General Group
United Kingdom
$194K +$3.41K +130 +2%
Lazard Asset Management
56
Lazard Asset Management
New York
$131K -$99.3K -3,788 -43%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$123K -$148K -5,644 -55%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$108K +$35.9K +1,369 +51%
AB
59
Amalgamated Bank
New York
$73K
IA
60
IFP Advisors
Florida
$61K
AWM
61
Avior Wealth Management
Nebraska
$59K
TRCT
62
Tower Research Capital (TRC)
New York
$49K +$7.74K +295 +19%
AIP
63
Ameritas Investment Partners
Nebraska
$46.5K +$8.13K +310 +22%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$42.6K
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$35.9K
Canada Life
66
Canada Life
Manitoba, Canada
$33K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$28K
BCM
68
Blume Capital Management
California
$27.2K
EWM
69
Evermay Wealth Management
Virginia
$26.5K +$26.2K +1,000 New
HWM
70
HighMark Wealth Management
Minnesota
$19.9K +$19.7K +750 New
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$19.3K +$1.5M +57,309 +9%
Baillie Gifford & Co
72
Baillie Gifford & Co
United Kingdom
$17.9K +$3.85K +147 +28%
Citigroup
73
Citigroup
New York
$17.2K -$6.19K -236 -27%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$14.7K -$28.7K -1,094 -66%
HNB
75
Huntington National Bank
Ohio
$13.3K

BOC Hedge Fund Activity: Q4 2022 in Review

105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2022, worth a combined $485M — up 11% from $437M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOC positions and 9 closed out — a net gain of 7 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.23M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.71M.

  • 105 institutional investors held Boston Omaha (BOC) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $485M of Boston Omaha stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest Boston Omaha buyer in Q4 2022 was Vanguard Group, an estimated $2.23M added.
  • The largest Boston Omaha seller in Q4 2022 was ArrowMark Colorado Holdings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2022.