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Boston Omaha
BOC

81 hedge funds and large institutions have $592M invested in Boston Omaha in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $367M → $592M (+$225M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 82 → 81 (-1)

5.85% less ownership

Funds ownership: 87.67% → 81.81% (-5.9%)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
29
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.85M
3
BlackRock
BlackRock
New York
+$1.58M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.18M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$731K

Top Sellers

Rank Fund Capital Flow
1
VFP
Verus Financial Partners
Virginia
-$24.3M
2
APG
Abacus Planning Group
South Carolina
-$2.71M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.84M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.36M
5
BF
BOK Financial
Oklahoma
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$6K +$3.2K +157 +209%
US Bancorp
77
US Bancorp
Minnesota
$2K +$1.25K +61 New
CA
78
Clearstead Advisors
Ohio
$2K +$1.84K +90 New
BFC
79
Bedel Financial Consulting
Indiana
$1K – – –
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$1K +$408 +20 New
AIG
81
American International Group
New York
$211 -$4.47K -219 -3%
VFP
82
Verus Financial Partners
Virginia
– -$24.3M -1,518,300 Closed
Renaissance Technologies
83
Renaissance Technologies
New York
– -$1.36M -84,800 Closed
BF
84
BOK Financial
Oklahoma
– -$1.11M -69,168 Closed
Jane Street
85
Jane Street
New York
– -$220K -13,727 Closed
AQR Capital Management
86
AQR Capital Management
Connecticut
– -$192K -11,975 Closed
VOYA Investment Management
87
VOYA Investment Management
Georgia
– -$181K -11,306 Closed
LF
88
Lee Financial
Texas
– -$50K -3,125 Closed
CPA
89
Cowen Prime Advisors
New York
– -$40K -2,500 Closed
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -212 Closed
GT
91
Glenmede Trust
Pennsylvania
– -$2K -138 Closed
PFWA
92
Paces Ferry Wealth Advisors
Georgia
– -$2K -100 Closed
FFA
93
Founders Financial Alliance
North Carolina
– -$1K -60 Closed
1 2 3
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BOC Hedge Fund Activity: Q4 2020 in Review

81 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2020, worth a combined $592M — up 61% from $367M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BOC and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 29 added.

The largest buyer was Geode Capital Management, adding an estimated $2.16M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $24.3M sold.

  • 81 institutional investors held Boston Omaha (BOC) as of Q4 2020, down from 82 in Q3 2020.
  • Funds reported $592M of Boston Omaha stock for Q4 2020, up 61% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q4 2020 and 12 closed out, a net change of -1 holder.
  • The largest Boston Omaha buyer in Q4 2020 was Geode Capital Management, an estimated $2.16M added.
  • The largest Boston Omaha seller in Q4 2020 was Verus Financial Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2020.