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Boston Omaha
BOC

Overview Fund Activity

100 hedge funds and large institutions have $569M invested in Boston Omaha in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
34
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$89.6M
2
BlackRock
BlackRock
New York
$40.2M
3
ECM
Elgethun Capital Management
South Dakota
$6.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
$26.3M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.87M

Top Sellers

1
MG
Magnolia Group
Nebraska
$255M
2
Morgan Stanley
Morgan Stanley
New York
$3.99M
3
Invesco
Invesco
Georgia
$224K
4
APG
Abacus Planning Group
South Carolina
$16.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$14K -$30.3K -930 -68%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$12K – – –
LC
78
Lindbrook Capital
California
$11K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$10K -$421 -13 -4%
WAS
80
Winch Advisory Services
Wisconsin
$8K +$8K +250 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.94K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CFGS
83
Concourse Financial Group Securities
Alabama
$6K +$6K +200 New
CA
84
Clearstead Advisors
Ohio
$4K – – –
US Bancorp
85
US Bancorp
Minnesota
$3K – – –
JPLA
86
Joseph P. Lucia & Associates
New York
$3K – – –
TFA
87
Toth Financial Advisory
Virginia
$3K – – –
EIP
88
Ellis Investment Partners
Pennsylvania
$3K – – –
TCM
89
Tradewinds Capital Management
Washington
$3K +$3K +100 New
PK
90
Pflug Koory
Nebraska
$3K +$3K +100 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$3K +$3K +100 New
GWM
92
Geneos Wealth Management
Colorado
$2K -$5.79K -217 -74%
LFG
93
Larson Financial Group
Missouri
$2K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1K -$5.97K -209 -86%
BFC
95
Bedel Financial Consulting
Indiana
$1K – – –
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$1K +$348 +8 +53%
S
97
SignatureFD
Georgia
$1K +$1K +25 New
PGWM
98
Parisi Gray Wealth Management
New Jersey
$1K +$1K +35 New
AIG
99
American International Group
New York
$310 +$67 +2,110 +28%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
– -$789K -26,700 Closed
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4
5