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Boston Omaha
BOC

105 hedge funds and large institutions have $473M invested in Boston Omaha in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.07% more ownership

Funds ownership: 64.98% → 65.06% (+0.07%)

10% less funds holding

Funds holding: 117 → 105 (-12)

11% less capital invested

Capital invested by funds: $533M → $473M (-$60M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
105
Holders Change
-12
Holders Change %
-10.26%
% of All Funds
1.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
33
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.83M
2
MG
Magnolia Group
Nebraska
+$2.54M
3
GG
Greenwood Gearhart
Arkansas
+$1.76M
4
State Street
State Street
Massachusetts
+$1.17M
5
PCM
Poehling Capital Management
Wisconsin
+$811K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.11M
2
LCM
Laurion Capital Management
New York
-$1.57M
3
Morgan Stanley
Morgan Stanley
New York
-$868K
4
Barclays
Barclays
United Kingdom
-$710K
5
Ameriprise
Ameriprise
Minnesota
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$24K – – –
WAS
77
Winch Advisory Services
Wisconsin
$18K +$9.6K +352 +102%
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$13K – – –
CCM
79
Covington Capital Management
California
$13K – – –
HNB
80
Huntington National Bank
Ohio
$13K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$12K +$9.57K +351 +283%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$11K +$3.3K +121 +39%
RA
83
Rise Advisors
New York
$9K +$2.04K +75 +28%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.22K +$2.86K +105 +48%
ACM
85
Aquatic Capital Management
Illinois
$8K -$10.9K -400 -57%
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$8K -$1.47K -54 -14%
TWM
87
Tradition Wealth Management
Minnesota
$6K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CA
89
Clearstead Advisors
Ohio
$3K – – –
TFA
90
Toth Financial Advisory
Virginia
$3K – – –
TCM
91
Tradewinds Capital Management
Washington
$3K – – –
US Bancorp
92
US Bancorp
Minnesota
$3K – – –
PK
93
Pflug Koory
Nebraska
$3K +$273 +10 +10%
CLOS
94
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
EIP
95
Ellis Investment Partners
Pennsylvania
$2K – – –
BFC
96
Bedel Financial Consulting
Indiana
$1K – – –
GWM
97
Geneos Wealth Management
Colorado
$1K – – –
GTAM
98
Global Trust Asset Management
Florida
$1K – – –
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LFG
100
Larson Financial Group
Missouri
$1K – – –
1 2 3
4
5

BOC Hedge Fund Activity: Q1 2022 in Review

105 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2022, worth a combined $473M — down 11% from $533M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BOC and 8 opened new positions — a net loss of 10 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.83M. The largest seller was Jane Street, cutting an estimated $2.11M.

  • 105 institutional investors held Boston Omaha (BOC) as of Q1 2022, down from 117 in Q4 2021.
  • Funds reported $473M of Boston Omaha stock for Q1 2022, down 11% quarter-over-quarter.
  • 8 funds opened new Boston Omaha positions in Q1 2022 and 18 closed out, a net change of -10 holders.
  • The largest Boston Omaha buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $2.83M added.
  • The largest Boston Omaha seller in Q1 2022 was Jane Street, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2022.