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Boston Omaha
BOC

107 hedge funds and large institutions have $648M invested in Boston Omaha in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $569M → $648M (+$78.9M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

7% more funds holding

Funds holding: 100 → 107 (+7)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

4.34% less ownership

Funds ownership: 62.97% → 58.62% (-4.3%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
14
Increased
33
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.38M
2
RC
Roundview Capital
New Jersey
+$2.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.9M
4
State Street
State Street
Massachusetts
+$642K
5
CAM
Concorde Asset Management
Michigan
+$640K

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$32M
2
APG
Abacus Planning Group
South Carolina
-$7.31M
3
SMP
Santa Monica Partners
Florida
-$3.73M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.87M
5
RCC
Red Cedar Capital
Nebraska
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
76
Next Financial Group
Texas
$40K -$61.6K -1,867 -65%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$36K – – –
BWP
78
Baldwin Wealth Partners
Massachusetts
$23K – – –
Baillie Gifford & Co
79
Baillie Gifford & Co
United Kingdom
$21K – – –
HNB
80
Huntington National Bank
Ohio
$19K -$1.92K -58 -10%
CCM
81
Covington Capital Management
California
$19K – – –
Canada Life
82
Canada Life
Manitoba, Canada
$17K – – –
LC
83
Lindbrook Capital
California
$17K +$3.3K +100 +29%
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$15K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$13K -$221K -6,707 -95%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$12K +$429 +13 +4%
FF
87
FourThought Financial
Florida
$11K +$9.41K +285 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.49K – – –
CFGS
89
Concourse Financial Group Securities
Alabama
$8K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$8K +$6.07K +184 +526%
CA
91
Clearstead Advisors
Ohio
$5K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$4K – – –
JPLA
93
Joseph P. Lucia & Associates
New York
$4K – – –
PK
94
Pflug Koory
Nebraska
$4K – – –
TFA
95
Toth Financial Advisory
Virginia
$4K – – –
TCM
96
Tradewinds Capital Management
Washington
$4K – – –
US Bancorp
97
US Bancorp
Minnesota
$4K – – –
EIP
98
Ellis Investment Partners
Pennsylvania
$3K – – –
BFC
99
Bedel Financial Consulting
Indiana
$2K – – –
GWM
100
Geneos Wealth Management
Colorado
$2K – – –
1 2 3
4
5

BOC Hedge Fund Activity: Q3 2021 in Review

107 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2021, worth a combined $648M — up 14% from $569M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BOC positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.38M. The largest seller was Magnolia Group, cutting an estimated $32M.

  • 107 institutional investors held Boston Omaha (BOC) as of Q3 2021, up from 100 in Q2 2021.
  • Funds reported $648M of Boston Omaha stock for Q3 2021, up 14% quarter-over-quarter.
  • 14 funds opened new Boston Omaha positions in Q3 2021 and 6 closed out, a net change of +8 holders.
  • The largest Boston Omaha buyer in Q3 2021 was Russell Investments Group, an estimated $3.38M added.
  • The largest Boston Omaha seller in Q3 2021 was Magnolia Group, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2021.