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Boston Omaha
BOC

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

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% more funds holding

Funds holding: 96 → 100 (+4)

3% more capital invested

Capital invested by funds: $552M → $569M (+$16.7M)

8.45% less ownership

Funds ownership: 71.41% → 62.97% (-8.4%)

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.74%
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

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.3M
2
BlackRock
BlackRock
New York
+$4.08M
3
ECM
Elgethun Capital Management
South Dakota
+$3.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$60.2M
2
Morgan Stanley
Morgan Stanley
New York
-$1.88M
3
Invesco
Invesco
Georgia
-$1.53M
4
APG
Abacus Planning Group
South Carolina
-$1.08M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$789K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$14K -$27K -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 -$378 -13 -4%
WAS
80
Winch Advisory Services
Wisconsin
$8K +$7.26K +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 +$5.81K +200 New
CA
84
Clearstead Advisors
Ohio
$4K – – –
EIP
85
Ellis Investment Partners
Pennsylvania
$3K – – –
JPLA
86
Joseph P. Lucia & Associates
New York
$3K – – –
TFA
87
Toth Financial Advisory
Virginia
$3K – – –
US Bancorp
88
US Bancorp
Minnesota
$3K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$3K +$2.91K +100 New
PK
90
Pflug Koory
Nebraska
$3K +$2.91K +100 New
TCM
91
Tradewinds Capital Management
Washington
$3K +$2.91K +100 New
GWM
92
Geneos Wealth Management
Colorado
$2K -$6.3K -217 -74%
LFG
93
Larson Financial Group
Missouri
$2K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1K -$6.07K -209 -86%
BFC
95
Bedel Financial Consulting
Indiana
$1K – – –
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$1K +$232 +8 +53%
S
97
SignatureFD
Georgia
$1K +$726 +25 New
PGWM
98
Parisi Gray Wealth Management
New Jersey
$1K +$1.02K +35 New
AIG
99
American International Group
New York
$310 +$61.3K +2,110 +28%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
– -$789K -26,700 Closed
1 2 3
4
5

BOC Hedge Fund Activity: Q2 2021 in Review

100 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2021, worth a combined $569M — up 3% from $552M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 13 closed out — a net gain of 4 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $21.3M. The largest seller was Magnolia Group, cutting an estimated $60.2M.

  • 100 institutional investors held Boston Omaha (BOC) as of Q2 2021, up from 96 in Q1 2021.
  • Funds reported $569M of Boston Omaha stock for Q2 2021, up 3% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2021 and 13 closed out, a net change of +4 holders.
  • The largest Boston Omaha buyer in Q2 2021 was T. Rowe Price Associates, an estimated $21.3M added.
  • The largest Boston Omaha seller in Q2 2021 was Magnolia Group, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2021.