Boston Omaha
BOC
105 hedge funds and large institutions have $485M invested in Boston Omaha in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more capital invested
Capital invested by funds: $437M → $485M (+$48M)
4% more funds holding
Funds holding: 101 → 105 (+4)
0.28% more ownership
Funds ownership: 66.19% → 66.47% (+0.28%)
35% less call options, than puts
Call options by funds: $183K | Put options by funds: $281K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.23M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$1.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.5M |
| 5 |
BlackRock
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.71M |
| 2 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
-$2.95M |
| 3 |
MIOT
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
-$1.26M |
| 4 |
Bank of New York Mellon
New York
|
-$691K |
| 5 |
VI
Versor Investments
New York
|
-$343K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
Parallel Advisors
San Francisco,
California
| $583 | +$262 | +10 | +83% |
|
|
IAA
102
Independent Advisor Alliance
Charlotte,
North Carolina
| $297 | +$51.2K | +1,952 | +21% |
|
|
WBC
103
West Branch Capital
Amherst,
Massachusetts
| $265 | – | – | – |
|
|
NA
104
NewEdge Advisors
New Orleans,
Louisiana
| $2 | +$1.97K | +75 | New |
|
|
VI
105
Versor Investments
New York
| – | -$343K | -14,900 | Closed |
|
106
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$224K | -9,709 | Closed |
|
|
VRS
107
Virginia Retirement Systems
Richmond,
Virginia
| – | -$200K | -8,700 | Closed |
|
108
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$63K | -2,740 | Closed |
|
|
ACM
109
Aquatic Capital Management
Chicago,
Illinois
| – | -$12K | -500 | Closed |
|
110
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -250 | Closed |
|
|
EIP
111
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$2K | -100 | Closed |
|
|
SSB
112
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -100 | Closed |
|
113
Simplex Trading
Chicago,
Illinois
| – | +$157 | +6 | New |
|
BOC Hedge Fund Activity: Q4 2022 in Review
105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2022, worth a combined $485M — up 11% from $437M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BOC positions and 9 closed out — a net gain of 7 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.23M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.71M.
- 105 institutional investors held Boston Omaha (BOC) as of Q4 2022, up from 101 in Q3 2022.
- Funds reported $485M of Boston Omaha stock for Q4 2022, up 11% quarter-over-quarter.
- 16 funds opened new Boston Omaha positions in Q4 2022 and 9 closed out, a net change of +7 holders.
- The largest Boston Omaha buyer in Q4 2022 was Vanguard Group, an estimated $2.23M added.
- The largest Boston Omaha seller in Q4 2022 was ArrowMark Colorado Holdings, an estimated $3.71M sold.
Based on aggregated 13F filings for Q4 2022.