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Boston Omaha
BOC

136 hedge funds and large institutions have $299M invested in Boston Omaha in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $437K | Put options by funds: $88K

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

13% more funds holding

Funds holding: 120 → 136 (+16)

0.16% more ownership

Funds ownership: 62.74% → 62.89% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $311M → $299M (-$11.7M)

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
42
Reduced
37
Closed
11
Calls
$437K
Puts
$88K
Net Calls
+$349K
Net Calls Change
+$552K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.71M
2
FAM
Fenimore Asset Management
New York
+$1.87M
3
BlackRock
BlackRock
New York
+$1.68M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.35M
5
ECM
Elgethun Capital Management
South Dakota
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
GG
Greenwood Gearhart
Arkansas
-$8.62M
2
Millennium Management
Millennium Management
New York
-$1.96M
3
GKFF
George Kaiser Family Foundation
Oklahoma
-$1.6M
4
ICP
Ironvine Capital Partners
Nebraska
-$1.51M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$875K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$184K -$714 -47 -0.4%
HighTower Advisors
77
HighTower Advisors
Illinois
$180K -$2.29K -151 -1%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$163K – – –
VOYA Investment Management
79
VOYA Investment Management
Georgia
$163K +$4.08K +269 +3%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$144K +$1.06K +70 +0.8%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$132K +$56.5K +3,719 +79%
IA
82
IFP Advisors
Florida
$131K +$59.3K +3,905 +88%
Osaic Holdings
83
Osaic Holdings
Arizona
$131K -$1.37K -90 -1%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$99.4K -$8.23K -542 -8%
ACM
85
Aquatic Capital Management
Illinois
$94K +$60.7K +4,000 +200%
TRCT
86
Tower Research Capital (TRC)
New York
$91.6K +$79.2K +5,220 +864%
Simplex Trading
87
Simplex Trading
Illinois
$84K +$71K +4,679 +654%
QT
88
Quantbot Technologies
New York
$82.5K +$61.6K +4,056 +341%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$80.2K -$34.3K -2,258 -31%
A
90
AJOVista
Massachusetts
$66.2K +$63.9K +4,208 New
Citigroup
91
Citigroup
New York
$53.1K +$50.2K +3,308 +4,726%
SNB
92
Security National Bank
Nebraska
$44K +$42.5K +2,800 New
AIP
93
Ameritas Investment Partners
Nebraska
$35.8K – – –
AB
94
Amalgamated Bank
New York
$34K -$3.6K -237 -10%
PCMC
95
Planning Capital Management Corporation
Pennsylvania
$33.2K +$32K +2,111 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$30.6K +$16.9K +1,110 +133%
Lazard Asset Management
97
Lazard Asset Management
New York
$25K -$2.54K -167 -9%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$21.3K – – –
Canada Life
99
Canada Life
Manitoba, Canada
$19K – – –
EWM
100
Evermay Wealth Management
Virginia
$13.1K – – –
2 3
4
5 6

BOC Hedge Fund Activity: Q4 2023 in Review

136 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2023, worth a combined $299M — down 3.8% from $311M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BOC positions and 11 closed out — a net gain of 16 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Greenwood Gearhart, cutting an estimated $8.62M.

  • 136 institutional investors held Boston Omaha (BOC) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $299M of Boston Omaha stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 27 funds opened new Boston Omaha positions in Q4 2023 and 11 closed out, a net change of +16 holders.
  • The largest Boston Omaha buyer in Q4 2023 was Morgan Stanley, an estimated $2.71M added.
  • The largest Boston Omaha seller in Q4 2023 was Greenwood Gearhart, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.