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Boston Omaha
BOC

Overview Fund Activity

105 hedge funds and large institutions have $485M invested in Boston Omaha in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
1.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
16
Increased
36
Reduced
21
Closed
9
Calls
$183K
Puts
$281K
Net Calls
-$98K
Net Calls Change
-$128K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$30.4M
2
BF
BOK Financial
Oklahoma
$1.59M
3
Citadel Advisors
Citadel Advisors
Florida
$1.58M
4
BlackRock
BlackRock
New York
$38.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$10.2M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
$9.43M
2
APG
Abacus Planning Group
South Carolina
$4.58M
3
MIOT
Massachusetts Institute of Technology
Massachusetts
$70M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.95M
5
VI
Versor Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
76
HHM Wealth Advisors
Tennessee
$11.9K – – –
RA
77
Rise Advisors
New York
$11.6K +$2.47K +93 +27%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$10K +$1.47K +58 +17%
CTA
80
Colonial Trust Advisors
South Carolina
$8.96K +$8.96K +338 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.73K – – –
LFA
82
Level Financial Advisors
New York
$5K +$5K +200 New
CA
83
Clearstead Advisors
Ohio
$3.71K – – –
CWP
84
Concord Wealth Partners
Virginia
$3.71K +$3.71K +140 New
US Bancorp
85
US Bancorp
Minnesota
$3K – – –
TFA
86
Toth Financial Advisory
Virginia
$2.65K – – –
TCM
87
Tradewinds Capital Management
Washington
$2.65K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$2.31K – – –
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
AWM
90
Abound Wealth Management
Tennessee
$1.88K – – –
QCG
91
Quadrant Capital Group
Ohio
$1.38K +$53 +2 +4%
LFG
92
Larson Financial Group
Missouri
$1.33K – – –
AF
93
Advisornet Financial
Minnesota
$1.06K – – –
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$1K – – –
MTIC
95
Missouri Trust & Investment Company
Missouri
$1K – – –
HCM
96
Horrell Capital Management
Arkansas
$1K +$1K +20 New
S
97
SignatureFD
Georgia
$954 -$1.19K -45 -56%
AF
98
Allworth Financial
California
$822 -$610 -23 -43%
GTAM
99
Global Trust Asset Management
Florida
$742 – – –
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$610 – – –
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