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Boston Omaha
BOC

Overview Fund Activity

114 hedge funds and large institutions have $455M invested in Boston Omaha in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
35
Reduced
22
Closed
10
Calls
$92K
Puts
$615K
Net Calls
-$523K
Net Calls Change
-$425K

Top Buyers

1
LKIM
1
Lawson Kroeker Investment Management
Nebraska
$10.8M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.8M
3
Millennium Management
3
Millennium Management
New York
$1.87M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.16M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.13M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$56M
2
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$61.6M
3
BF
3
BOK Financial
Oklahoma
$1.02M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Evermay Wealth Management
Virginia
$19.7K 833 -167 -17%
HWM
77
HighMark Wealth Management
Minnesota
$17.8K 750 – –
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$16K 676 – –
TRCT
79
Tower Research Capital (TRC)
New York
$13K 546 -1,290 -70%
Citigroup
80
Citigroup
New York
$11.9K 504 -144 -22%
HNB
81
Huntington National Bank
Ohio
$11.9K 501 – –
HWA
82
HHM Wealth Advisors
Tennessee
$10.7K 450 – –
RA
83
Rise Advisors
New York
$10.4K 439 – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$9K 400 – –
CTA
85
Colonial Trust Advisors
South Carolina
$8K 338 – –
LFA
86
Level Financial Advisors
New York
$7.1K 300 +100 +50%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01K 254 – –
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$5K 243 -153 -39%
CFGS
89
Concourse Financial Group Securities
Alabama
$4.73K 200 +200 New
CWP
90
Concord Wealth Partners
Virginia
$3.31K 140 – –
CA
91
Clearstead Advisors
Ohio
$3.31K 140 – –
SWM
92
Spire Wealth Management
Virginia
$2.68K 113 +113 New
TFA
93
Toth Financial Advisory
Virginia
$2.37K 100 – –
TCM
94
Tradewinds Capital Management
Washington
$2.37K 100 – –
SIS
95
Strategic Investment Solutions
Illinois
$2.37K 100 +100 New
US Bancorp
96
US Bancorp
Minnesota
$1.78K 75 -38 -34%
NA
97
NewEdge Advisors
Louisiana
$1.78K 75 – –
GWM
98
Geneos Wealth Management
Colorado
$1.78K 75 +75 New
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$1.76K 75 – –
AWM
100
Abound Wealth Management
Tennessee
$1.68K 71 – –
1 2 3
4
5