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Boston Omaha

82 hedge funds and large institutions have $367M invested in Boston Omaha in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

8% more capital invested

Capital invested by funds: $341M → $367M (+$26M)

6.28% more ownership

Funds ownership: 81.39%87.67% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 8482 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
16
Increased
31
Reduced
17
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
76
Atlas Private Wealth Management
New York
$5K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.41K +212 New
PFWA
78
Paces Ferry Wealth Advisors
Georgia
$2K +$1.61K +100 New
GT
79
Glenmede Trust
Pennsylvania
$2K +$2.22K +138 New
BFC
80
Bedel Financial Consulting
Indiana
$1K
GWM
81
Geneos Wealth Management
Colorado
$1K
FFA
82
Founders Financial Alliance
North Carolina
$1K +$965 +60 New
Millennium Management
83
Millennium Management
New York
-$1.88M -117,595 Closed
Walleye Capital
84
Walleye Capital
New York
-$1.6M -100,000 Closed
BI
85
Bulldog Investors
New Jersey
-$1.19M -74,218 Closed
MIM
86
Monashee Investment Management
Massachusetts
-$640K -40,000 Closed
Hudson Bay Capital Management
87
Hudson Bay Capital Management
Connecticut
-$556K -34,800 Closed
EGM
88
Engineers Gate Manager
New York
-$526K -32,885 Closed
CCM
89
CAAS Capital Management
New York
-$449K -28,084 Closed
LCM
90
Laurion Capital Management
New York
-$434K -27,156 Closed
MCM
91
Moore Capital Management
New York
-$400K -25,000 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-$253K -15,829 Closed
PPA
93
Parametric Portfolio Associates
Washington
-$164K -10,225 Closed
HI
94
HBK Investments
Texas
-$163K -10,185 Closed
TCOV
95
Trust Company of Vermont
Vermont
-$34K -2,100 Closed
Lazard Asset Management
96
Lazard Asset Management
New York
-$1K -119 Closed
SFS
97
Sowell Financial Services
Arkansas
-$2K -100 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
-$1K -90 Closed
S
99
SignatureFD
Georgia
-$1K -62 Closed
US Bancorp
100
US Bancorp
Minnesota
-$1K -60 Closed

BOC Hedge Fund Activity: Q3 2020 in Review

82 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2020, worth a combined $367M — up 7.6% from $341M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BOC and 16 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 31 added.

The largest buyer was Verus Financial Partners, opening a new position worth an estimated $24.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.29M.

  • 82 institutional investors held Boston Omaha (BOC) as of Q3 2020, down from 84 in Q2 2020.
  • Funds reported $367M of Boston Omaha stock for Q3 2020, up 7.6% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q3 2020 and 18 closed out, a net change of -2 holders.
  • The largest Boston Omaha buyer in Q3 2020 was Verus Financial Partners, an estimated $24.4M added.
  • The largest Boston Omaha seller in Q3 2020 was ArrowMark Colorado Holdings, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2020.