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Boston Omaha

115 hedge funds and large institutions have $358M invested in Boston Omaha in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 114115 (+1)

4.3% less ownership

Funds ownership: 67.21%62.9% (-4.3%)

21% less capital invested

Capital invested by funds: $455M → $358M (-$96.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $210K | Put options by funds: $404K

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
52
Reduced
15
Closed
16
Calls
$210K
Puts
$404K
Net Calls
-$194K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$41.9K
ACM
77
Aquatic Capital Management
Illinois
$40K -$14.2K -700 -25%
EWM
78
Evermay Wealth Management
Virginia
$34.5K +$20.3K +1,000 +120%
AIP
79
Ameritas Investment Partners
Nebraska
$31.9K
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$25.5K
Canada Life
81
Canada Life
Manitoba, Canada
$23K
BCM
82
Blume Capital Management
California
$17.4K
PTC
83
Private Trust Company
Ohio
$12.6K +$13.6K +668 New
Simplex Trading
84
Simplex Trading
Illinois
$10K +$11.1K +545 New
HNB
85
Huntington National Bank
Ohio
$9.43K
RI
86
Ridgewood Investments
New Jersey
$9.41K +$10.2K +500 New
HWA
87
HHM Wealth Advisors
Tennessee
$8.47K
RA
88
Rise Advisors
New York
$8.26K
SN
89
Sittner & Nelson
Oregon
$8.15K +$8.8K +433 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$8K +$975 +48 +12%
CTA
91
Colonial Trust Advisors
South Carolina
$6.36K
LFA
92
Level Financial Advisors
New York
$5.65K
AIM
93
Anchor Investment Management
South Carolina
$5.65K +$6.09K +300 New
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.76K -$48.3K -2,379 -90%
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$4K
CFGS
97
Concourse Financial Group Securities
Alabama
$3.76K
CA
98
Clearstead Advisors
Ohio
$2.63K
CWP
99
Concord Wealth Partners
Virginia
$2.63K
SIC
100
Salem Investment Counselors
North Carolina
$2.35K +$2.54K +125 New

BOC Hedge Fund Activity: Q2 2023 in Review

115 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2023, worth a combined $358M — down 21% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Greenwood Gearhart, adding an estimated $4.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $27.7M.

  • 115 institutional investors held Boston Omaha (BOC) as of Q2 2023, up from 114 in Q1 2023.
  • Funds reported $358M of Boston Omaha stock for Q2 2023, down 21% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest Boston Omaha buyer in Q2 2023 was Greenwood Gearhart, an estimated $4.7M added.
  • The largest Boston Omaha seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.