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Boston Omaha

117 hedge funds and large institutions have $533M invested in Boston Omaha in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 11

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

9% more funds holding

Funds holding: 107117 (+10)

6.36% more ownership

Funds ownership: 58.62%64.98% (+6.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $648M → $533M (-$115M)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.8%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
45
Reduced
11
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$27K +$1.44K +44 +5%
ACM
77
Aquatic Capital Management
Illinois
$20K +$22.8K +700 New
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$15K
CCM
79
Covington Capital Management
California
$14K
HNB
80
Huntington National Bank
Ohio
$14K
Canada Life
81
Canada Life
Manitoba, Canada
$12K
TRCT
82
Tower Research Capital (TRC)
New York
$12K +$3.43K +105 +32%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$11K
WAS
84
Winch Advisory Services
Wisconsin
$10K +$11.3K +345 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$9K -$392 -12 -4%
FF
86
FourThought Financial
Florida
$8K
RA
87
Rise Advisors
New York
$7.79K +$8.85K +271 New
TWM
88
Tradition Wealth Management
Minnesota
$7K +$8.16K +250 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.29K
CFGS
90
Concourse Financial Group Securities
Alabama
$6K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.53K +200 New
CFA
92
Carroll Financial Associates
North Carolina
$5K +$6.53K +200 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$4K -$3.1K -95 -43%
CA
94
Clearstead Advisors
Ohio
$4K
CA
95
CoreCap Advisors
Michigan
$4K +$4.54K +139 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$3K
PK
97
Pflug Koory
Nebraska
$3K
TFA
98
Toth Financial Advisory
Virginia
$3K
TCM
99
Tradewinds Capital Management
Washington
$3K
US Bancorp
100
US Bancorp
Minnesota
$3K

BOC Hedge Fund Activity: Q4 2021 in Review

117 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2021, worth a combined $533M — down 18% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BOC positions and 16 closed out — a net gain of 10 holders — while 45 added to existing stakes and 11 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $4.23M. The largest seller was Magnolia Group, cutting an estimated $3.04M.

  • 117 institutional investors held Boston Omaha (BOC) as of Q4 2021, up from 107 in Q3 2021.
  • Funds reported $533M of Boston Omaha stock for Q4 2021, down 18% quarter-over-quarter.
  • 26 funds opened new Boston Omaha positions in Q4 2021 and 16 closed out, a net change of +10 holders.
  • The largest Boston Omaha buyer in Q4 2021 was Laurion Capital Management, an estimated $4.23M added.
  • The largest Boston Omaha seller in Q4 2021 was Magnolia Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2021.