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Boston Omaha
BOC

Overview Fund Activity

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
Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.75%
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

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.5M
3
BlackRock
3
BlackRock
New York
$32.8M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.17M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
RC
2
Roundview Capital
New Jersey
$332K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$949K
5
MIOT
5
Massachusetts Institute of Technology
Massachusetts
$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Rise Advisors
New York
$8K – – –
WFA
77
Wipfli Financial Advisors
Wisconsin
$8K +$8K +326 New
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$7K +$7K +338 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +250 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.85K – – –
CA
81
Clearstead Advisors
Ohio
$3K +$214 +10 +8%
US Bancorp
82
US Bancorp
Minnesota
$3K +$1.01K +38 +51%
TFA
83
Toth Financial Advisory
Virginia
$2K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$2K – – –
EIP
85
Ellis Investment Partners
Pennsylvania
$2K – – –
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
TCM
87
Tradewinds Capital Management
Washington
$2K – – –
S
88
SignatureFD
Georgia
$2K +$1.75K +71 +710%
SSB
89
Sandy Spring Bank
Maryland
$2K +$2K +100 New
AWM
90
Abound Wealth Management
Tennessee
$1.64K +$1.64K +71 New
AF
91
Advisornet Financial
Minnesota
$1K – – –
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LFG
93
Larson Financial Group
Missouri
$1K – – –
MTIC
94
Missouri Trust & Investment Company
Missouri
$1K – – –
QCG
95
Quadrant Capital Group
Ohio
$1K – – –
GTAM
96
Global Trust Asset Management
Florida
$1K – – –
AF
97
Allworth Financial
California
$1K +$389 +21 +64%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$1K +$1K +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
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4
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