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Boston Omaha
BOC

Overview Fund Activity

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
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

1
BlackRock
1
BlackRock
New York
$33.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.63M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.77M
4
Invesco
4
Invesco
Georgia
$1.76M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.37M

Top Sellers

1
APG
1
Abacus Planning Group
South Carolina
$16.2M
2
FAM
2
Fenimore Asset Management
New York
$10.6M
3
ECM
3
Elgethun Capital Management
South Dakota
$2.28M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.31M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$15K – – –
CCM
77
Covington Capital Management
California
$15K – – –
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$11K +$11K +392 New
LC
79
Lindbrook Capital
California
$10K +$1.43K +50 +17%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +322 New
APWM
81
Atlas Private Wealth Management
New York
$9K – – –
GWM
82
Geneos Wealth Management
Colorado
$8K +$1.64K +60 +26%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$7K +$7K +244 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.47K +$6.47K +219 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CA
86
Clearstead Advisors
Ohio
$4K +$1.23K +40 +44%
US Bancorp
87
US Bancorp
Minnesota
$3K +$1.31K +47 +77%
JPLA
88
Joseph P. Lucia & Associates
New York
$3K +$3K +100 New
EIP
89
Ellis Investment Partners
Pennsylvania
$3K +$3K +100 New
TFA
90
Toth Financial Advisory
Virginia
$3K +$3K +100 New
BFC
91
Bedel Financial Consulting
Indiana
$1K – – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +50 New
LFG
93
Larson Financial Group
Missouri
$1K +$1K +50 New
AIG
94
American International Group
New York
$226 +$1 +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
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