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Boston Omaha
BOC

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

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more capital invested

Capital invested by funds: $437M → $485M (+$48M)

4% more funds holding

Funds holding: 101 → 105 (+4)

0.28% more ownership

Funds ownership: 66.19% → 66.47% (+0.28%)

35% less call options, than puts

Call options by funds: $183K | Put options by funds: $281K

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

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.23M
2
BF
BOK Financial
Oklahoma
+$1.57M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.56M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.5M
5
BlackRock
BlackRock
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$3.71M
2
APG
Abacus Planning Group
South Carolina
-$2.95M
3
MIOT
Massachusetts Institute of Technology
Massachusetts
-$1.26M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$691K
5
VI
Versor Investments
New York
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
76
HHM Wealth Advisors
Tennessee
$11.9K – – –
RA
77
Rise Advisors
New York
$11.6K +$2.44K +93 +27%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$10K +$1.52K +58 +17%
CTA
80
Colonial Trust Advisors
South Carolina
$8.96K +$8.86K +338 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.73K – – –
LFA
82
Level Financial Advisors
New York
$5K +$5.25K +200 New
CA
83
Clearstead Advisors
Ohio
$3.71K – – –
CWP
84
Concord Wealth Partners
Virginia
$3.71K +$3.67K +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 +$52 +2 +4%
LFG
92
Larson Financial Group
Missouri
$1.32K – – –
AF
93
Advisornet Financial
Minnesota
$1.06K – – –
MTIC
94
Missouri Trust & Investment Company
Missouri
$1K – – –
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$1K – – –
HCM
96
Horrell Capital Management
Arkansas
$1K +$524 +20 New
S
97
SignatureFD
Georgia
$954 -$1.18K -45 -56%
AF
98
Allworth Financial
California
$822 -$603 -23 -43%
GTAM
99
Global Trust Asset Management
Florida
$742 – – –
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$610 – – –
1 2 3
4
5

BOC Hedge Fund Activity: Q4 2022 in Review

105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2022, worth a combined $485M — up 11% from $437M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOC positions and 9 closed out — a net gain of 7 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.23M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.71M.

  • 105 institutional investors held Boston Omaha (BOC) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $485M of Boston Omaha stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q4 2022 and 9 closed out, a net change of +7 holders.
  • The largest Boston Omaha buyer in Q4 2022 was Vanguard Group, an estimated $2.23M added.
  • The largest Boston Omaha seller in Q4 2022 was ArrowMark Colorado Holdings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q4 2022.