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Boston Omaha

114 hedge funds and large institutions have $455M invested in Boston Omaha in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

9% more funds holding

Funds holding: 105114 (+9)

0.74% more ownership

Funds ownership: 66.47%67.21% (+0.74%)

6% less capital invested

Capital invested by funds: $485M → $455M (-$29.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

85% less call options, than puts

Call options by funds: $92K | Put options by funds: $615K

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
35
Reduced
22
Closed
10
Calls
$92K
Puts
$615K
Net Calls
-$523K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$1.23K
S
102
SignatureFD
Georgia
$1.06K +$224 +9 +25%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$1K
AF
104
Advisornet Financial
Minnesota
$947
NSG
105
Nalls Sherbakoff Group
Tennessee
$899 +$996 +40 New
MTIC
106
Missouri Trust & Investment Company
Missouri
$876
AF
107
Allworth Financial
California
$734
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$600 +$31.8K +1,279 +5%
Barclays
109
Barclays
United Kingdom
$568 +$597 +24 New
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$545
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$473 +$498 +20 New
PA
112
Parallel Advisors
California
$237 -$299 -12 -55%
WBC
113
West Branch Capital
Massachusetts
$237
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
-$363K -13,699 Closed
VOYA Investment Management
115
VOYA Investment Management
Georgia
-$221K -8,350 Closed
AWM
116
Angeles Wealth Management
California
-$218K -8,209 Closed
ACI
117
Alpha Cubed Investments
California
-$206K -7,772 Closed
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
-$28K -1,083 Closed
SPIA
119
Steward Partners Investment Advisory
New York
-$2.31K -87 Closed
LFG
120
Larson Financial Group
Missouri
-$1.32K -50 Closed
GTAM
121
Global Trust Asset Management
Florida
-$742 -28 Closed
HCM
122
Horrell Capital Management
Arkansas
-$1K -20 Closed
Simplex Trading
123
Simplex Trading
Illinois
-$149 -6 Closed
C
124
Covestor
United Kingdom
+$25 +1 New

BOC Hedge Fund Activity: Q1 2023 in Review

114 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2023, worth a combined $455M — down 6.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOC positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Lawson Kroeker Investment Management, opening a new position worth an estimated $11.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10M.

  • 114 institutional investors held Boston Omaha (BOC) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $455M of Boston Omaha stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 20 funds opened new Boston Omaha positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Boston Omaha buyer in Q1 2023 was Lawson Kroeker Investment Management, an estimated $11.4M added.
  • The largest Boston Omaha seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.