Boston Omaha
BOC
107 hedge funds and large institutions have $648M invested in Boston Omaha in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $569M → $648M (+$78.9M)
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
7% more funds holding
Funds holding: 100 → 107 (+7)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4.34% less ownership
Funds ownership: 62.97% → 58.62% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$3.38M |
| 2 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$2.25M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$642K |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$32M |
| 2 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
-$7.31M |
| 3 |
SMP
Santa Monica Partners
Palm Beach Gardens,
Florida
|
-$3.73M |
| 4 |
Renaissance Technologies
New York
|
-$2.87M |
| 5 |
RCC
Red Cedar Capital
Omaha,
Nebraska
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
101
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
GTAM
102
Global Trust Asset Management
West Palm Beach,
Florida
| $1K | -$18.2K | -550 | -95% |
|
|
KTC
103
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $1K | – | – | – |
|
|
S
104
SignatureFD
Atlanta,
Georgia
| $1K | – | – | – |
|
|
LWM
105
Liberty Wealth Management
Oakland,
California
| $1K | +$660 | +20 | New |
|
|
106
Renaissance Technologies
New York
| – | -$2.87M | -90,500 | Closed |
|
|
GCP
107
GSA Capital Partners
London,
United Kingdom
| – | -$507K | -15,999 | Closed |
|
108
Squarepoint
New York
| – | -$497K | -15,683 | Closed |
|
|
QC
109
Quadrature Capital
London,
United Kingdom
| – | -$290K | -9,139 | Closed |
|
|
WAS
110
Winch Advisory Services
Appleton,
Wisconsin
| – | -$8K | -250 | Closed |
|
|
PGWM
111
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$1K | -35 | Closed |
|
|
ADL
112
Asset Dedication LLC
San Francisco,
California
| – | +$330 | +10 | New |
|
BOC Hedge Fund Activity: Q3 2021 in Review
107 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2021, worth a combined $648M — up 14% from $569M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BOC positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 29 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $3.38M. The largest seller was Magnolia Group, cutting an estimated $32M.
- 107 institutional investors held Boston Omaha (BOC) as of Q3 2021, up from 100 in Q2 2021.
- Funds reported $648M of Boston Omaha stock for Q3 2021, up 14% quarter-over-quarter.
- 14 funds opened new Boston Omaha positions in Q3 2021 and 6 closed out, a net change of +8 holders.
- The largest Boston Omaha buyer in Q3 2021 was Russell Investments Group, an estimated $3.38M added.
- The largest Boston Omaha seller in Q3 2021 was Magnolia Group, an estimated $32M sold.
Based on aggregated 13F filings for Q3 2021.