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Boston Omaha
BOC

101 hedge funds and large institutions have $437M invested in Boston Omaha in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $34K | Put options by funds: $4K

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $388M → $437M (+$49.2M)

0.65% more ownership

Funds ownership: 65.55% → 66.19% (+0.65%)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
11
Increased
37
Reduced
18
Closed
11
Calls
$34K
Puts
$4K
Net Calls
+$30K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.04M
3
BlackRock
BlackRock
New York
+$1.51M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$464K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$354K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.4M
2
RC
Roundview Capital
New Jersey
-$1.27M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$880K
4
Renaissance Technologies
Renaissance Technologies
New York
-$741K
5
MIOT
Massachusetts Institute of Technology
Massachusetts
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
Rise Advisors
New York
$8K – – –
WFA
77
Wipfli Financial Advisors
Wisconsin
$8K +$8.08K +326 New
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$7K +$8.38K +338 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.2K +250 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.85K – – –
CA
81
Clearstead Advisors
Ohio
$3K +$248 +10 +8%
US Bancorp
82
US Bancorp
Minnesota
$3K +$942 +38 +51%
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
EIP
84
Ellis Investment Partners
Pennsylvania
$2K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$2K – – –
TFA
86
Toth Financial Advisory
Virginia
$2K – – –
TCM
87
Tradewinds Capital Management
Washington
$2K – – –
S
88
SignatureFD
Georgia
$2K +$1.76K +71 +710%
SSB
89
Sandy Spring Bank
Maryland
$2K +$2.48K +100 New
AWM
90
Abound Wealth Management
Tennessee
$1.64K +$1.76K +71 New
AF
91
Advisornet Financial
Minnesota
$1K – – –
GTAM
92
Global Trust Asset Management
Florida
$1K – – –
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LFG
94
Larson Financial Group
Missouri
$1K – – –
MTIC
95
Missouri Trust & Investment Company
Missouri
$1K – – –
QCG
96
Quadrant Capital Group
Ohio
$1K – – –
AF
97
Allworth Financial
California
$1K +$520 +21 +64%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$1K +$570 +23 New
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
– -$57.4M -2,781,654 Closed
Russell Investments Group
100
Russell Investments Group
United Kingdom
– -$880K -42,714 Closed
1 2 3
4
5

BOC Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2022, worth a combined $437M — up 13% from $388M a quarter earlier.

Fund positioning in BOC was balanced in Q3 2022: 11 funds opened new positions, 11 closed out, 37 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.4M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $57.4M sold.

  • 101 institutional investors held Boston Omaha (BOC) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $437M of Boston Omaha stock for Q3 2022, up 13% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q3 2022 and 11 closed out, a net change of 0 holders.
  • The largest Boston Omaha buyer in Q3 2022 was Vanguard Group, an estimated $3.4M added.
  • The largest Boston Omaha seller in Q3 2022 was T. Rowe Price Associates, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2022.