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Boston Omaha
BOC

96 hedge funds and large institutions have $552M invested in Boston Omaha in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

19% more funds holding

Funds holding: 81 → 96 (+15)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

7% less capital invested

Capital invested by funds: $592M → $552M (-$39.6M)

10.4% less ownership

Funds ownership: 81.81% → 71.41% (-10%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
21
Increased
32
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.28M
2
Morgan Stanley
Morgan Stanley
New York
+$5.21M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
4
Invesco
Invesco
Georgia
+$1.82M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
APG
Abacus Planning Group
South Carolina
-$30.3M
2
FAM
Fenimore Asset Management
New York
-$4.08M
3
ECM
Elgethun Capital Management
South Dakota
-$2.58M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.46M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Covington Capital Management
California
$15K – – –
HNB
77
Huntington National Bank
Ohio
$15K – – –
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$11K +$14.2K +392 New
LC
79
Lindbrook Capital
California
$10K +$1.81K +50 +17%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$10K +$11.7K +322 New
APWM
81
Atlas Private Wealth Management
New York
$9K – – –
GWM
82
Geneos Wealth Management
Colorado
$8K +$2.17K +60 +26%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$7K +$8.83K +244 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.47K +$7.92K +219 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CA
86
Clearstead Advisors
Ohio
$4K +$1.45K +40 +44%
US Bancorp
87
US Bancorp
Minnesota
$3K +$1.7K +47 +77%
EIP
88
Ellis Investment Partners
Pennsylvania
$3K +$3.62K +100 New
JPLA
89
Joseph P. Lucia & Associates
New York
$3K +$3.62K +100 New
TFA
90
Toth Financial Advisory
Virginia
$3K +$3.62K +100 New
BFC
91
Bedel Financial Consulting
Indiana
$1K – – –
LFG
92
Larson Financial Group
Missouri
$1K +$1.81K +50 New
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.81K +50 New
AIG
94
American International Group
New York
$226 +$688 +19 +0.2%
Marshall Wace
95
Marshall Wace
United Kingdom
– -$1.19M -43,049 Closed
UBS AM
96
UBS AM
Illinois
– -$423K -15,300 Closed
CAM
97
Concorde Asset Management
Michigan
– -$237K -8,574 Closed
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
– -$219K -7,914 Closed
OSAM
99
O'Shaughnessy Asset Management
Connecticut
– -$290 -8 -40%
KTC
100
Kistler-Tiffany Companies
Pennsylvania
– +$543 +15 New
1 2 3
4

BOC Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2021, worth a combined $552M — down 6.7% from $592M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BOC positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $6.28M. The largest seller was Abacus Planning Group, cutting an estimated $30.3M.

  • 96 institutional investors held Boston Omaha (BOC) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $552M of Boston Omaha stock for Q1 2021, down 6.7% quarter-over-quarter.
  • 21 funds opened new Boston Omaha positions in Q1 2021 and 4 closed out, a net change of +17 holders.
  • The largest Boston Omaha buyer in Q1 2021 was BlackRock, an estimated $6.28M added.
  • The largest Boston Omaha seller in Q1 2021 was Abacus Planning Group, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2021.