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Boston Omaha
BOC

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

9% more funds holding

Funds holding: 105 → 114 (+9)

0.74% more ownership

Funds ownership: 66.47% → 67.21% (+0.74%)

6% less capital invested

Capital invested by funds: $485M → $455M (-$29.8M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

85% less call options, than puts

Call options by funds: $92K | Put options by funds: $615K

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

Rank Fund Capital Flow
1
LKIM
Lawson Kroeker Investment Management
Nebraska
+$11.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.82M
3
Millennium Management
Millennium Management
New York
+$1.96M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$10M
2
MIOT
Massachusetts Institute of Technology
Massachusetts
-$935K
3
BF
BOK Financial
Oklahoma
-$417K
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$363K
5
N
Nuveen
North Carolina
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
Evermay Wealth Management
Virginia
$19.7K -$4.16K -167 -17%
HWM
77
HighMark Wealth Management
Minnesota
$17.8K – – –
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$16K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$13K -$32.1K -1,290 -70%
Citigroup
80
Citigroup
New York
$11.9K -$3.58K -144 -22%
HNB
81
Huntington National Bank
Ohio
$11.9K – – –
HWA
82
HHM Wealth Advisors
Tennessee
$10.7K – – –
RA
83
Rise Advisors
New York
$10.4K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
CTA
85
Colonial Trust Advisors
South Carolina
$8K – – –
LFA
86
Level Financial Advisors
New York
$7.1K +$2.49K +100 +50%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01K – – –
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$5K -$3.81K -153 -39%
CFGS
89
Concourse Financial Group Securities
Alabama
$4.73K +$4.98K +200 New
CA
90
Clearstead Advisors
Ohio
$3.31K – – –
CWP
91
Concord Wealth Partners
Virginia
$3.31K – – –
SWM
92
Spire Wealth Management
Virginia
$2.67K +$2.81K +113 New
TFA
93
Toth Financial Advisory
Virginia
$2.37K – – –
TCM
94
Tradewinds Capital Management
Washington
$2.37K – – –
SIS
95
Strategic Investment Solutions
Illinois
$2.37K +$2.49K +100 New
US Bancorp
96
US Bancorp
Minnesota
$1.77K -$946 -38 -34%
NA
97
NewEdge Advisors
Louisiana
$1.77K – – –
GWM
98
Geneos Wealth Management
Colorado
$1.77K +$1.87K +75 New
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$1.76K – – –
AWM
100
Abound Wealth Management
Tennessee
$1.68K – – –
1 2 3
4
5

BOC Hedge Fund Activity: Q1 2023 in Review

114 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2023, worth a combined $455M — down 6.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOC positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Lawson Kroeker Investment Management, opening a new position worth an estimated $11.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10M.

  • 114 institutional investors held Boston Omaha (BOC) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $455M of Boston Omaha stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 20 funds opened new Boston Omaha positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Boston Omaha buyer in Q1 2023 was Lawson Kroeker Investment Management, an estimated $11.4M added.
  • The largest Boston Omaha seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.