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Boston Omaha
BOC

Overview Fund Activity

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
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

Top Buyers

1
GG
Greenwood Gearhart
Arkansas
$10.4M
2
ICP
Ironvine Capital Partners
Nebraska
$7.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$20.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.43M
5
Millennium Management
Millennium Management
New York
$3.15M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$18.9M
2
MIOT
Massachusetts Institute of Technology
Massachusetts
$46M
3
ASN
Advisory Services Network
Georgia
$0
4
CCIA
Campbell & Co Investment Adviser
Maryland
$0
5
Allianz Asset Management
Allianz Asset Management
Germany
$376K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$41.9K – – –
ACM
77
Aquatic Capital Management
Illinois
$40K -$13.3K -700 -25%
EWM
78
Evermay Wealth Management
Virginia
$34.5K +$18.8K +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 +$12.6K +668 New
Simplex Trading
84
Simplex Trading
Illinois
$10K +$10K +545 New
HNB
85
Huntington National Bank
Ohio
$9.43K – – –
RI
86
Ridgewood Investments
New Jersey
$9.41K +$9.41K +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 +$8.15K +433 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$8K +$857 +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 +$5.65K +300 New
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.76K -$44.8K -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
$2.64K – – –
CWP
99
Concord Wealth Partners
Virginia
$2.64K – – –
SIC
100
Salem Investment Counselors
North Carolina
$2.35K +$2.35K +125 New
2 3
4
5 6