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Boston Omaha

115 hedge funds and large institutions have $358M invested in Boston Omaha in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 114115 (+1)

4.3% less ownership

Funds ownership: 67.21%62.9% (-4.3%)

21% less capital invested

Capital invested by funds: $455M → $358M (-$96.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $210K | Put options by funds: $404K

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
52
Reduced
15
Closed
16
Calls
$210K
Puts
$404K
Net Calls
-$194K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
51
Independent Advisor Alliance
North Carolina
$295K +$53.4K +2,628 +20%
AllianceBernstein
52
AllianceBernstein
Tennessee
$292K +$33.1K +1,630 +12%
Legal & General Group
53
Legal & General Group
United Kingdom
$274K +$135K +6,646 +84%
QC
54
Quadrature Capital
United Kingdom
$265K +$287K +14,104 New
MIM
55
MetLife Investment Management
New Jersey
$225K
American Century Companies
56
American Century Companies
Missouri
$220K +$238K +11,699 New
HighTower Advisors
57
HighTower Advisors
Illinois
$215K +$12.1K +595 +5%
LIG
58
Lokken Investment Group
Delaware
$215K +$232K +11,423 New
Deutsche Bank
59
Deutsche Bank
Germany
$213K -$95.7K -4,711 -29%
AIG
60
American International Group
New York
$209K +$11.2K +551 +5%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$203K +$219K +10,800 New
GCM
62
Graham Capital Management
Connecticut
$198K +$214K +10,528 New
AWS
63
Atria Wealth Solutions
New York
$191K +$206K +10,145 New
Osaic Holdings
64
Osaic Holdings
Arizona
$188K +$3.84K +189 +2%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$186K -$45.2K -2,223 -18%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$172K -$93.7K -4,612 -34%
Citigroup
67
Citigroup
New York
$141K +$142K +6,987 +1,386%
Lazard Asset Management
68
Lazard Asset Management
New York
$135K +$45.2K +2,226 +45%
Zurich Cantonal Bank
69
Zurich Cantonal Bank
Switzerland
$117K +$22.5K +1,107 +22%
TRCT
70
Tower Research Capital (TRC)
New York
$100K +$97K +4,776 +875%
QT
71
Quantbot Technologies
New York
$88.8K +$22.9K +1,129 +31%
IA
72
IFP Advisors
Florida
$73.7K +$30.5K +1,500 +62%
PMEF
73
Point72 Middle East FZE
United Arab Emirates
$64.2K +$69.3K +3,410 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$64K +$26.6K +1,310 +63%
AB
75
Amalgamated Bank
New York
$45K +$325 +16 +0.7%

BOC Hedge Fund Activity: Q2 2023 in Review

115 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2023, worth a combined $358M — down 21% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Greenwood Gearhart, adding an estimated $4.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $27.7M.

  • 115 institutional investors held Boston Omaha (BOC) as of Q2 2023, up from 114 in Q1 2023.
  • Funds reported $358M of Boston Omaha stock for Q2 2023, down 21% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest Boston Omaha buyer in Q2 2023 was Greenwood Gearhart, an estimated $4.7M added.
  • The largest Boston Omaha seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.