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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 %
SWM
101
Spire Wealth Management
Virginia
$2.13K – – –
SIS
102
Strategic Investment Solutions
Illinois
$1.9K – – –
TCM
103
Tradewinds Capital Management
Washington
$1.88K – – –
TFA
104
Toth Financial Advisory
Virginia
$1.88K – – –
AF
105
Allworth Financial
California
$1.88K +$1.3K +69 +223%
QCG
106
Quadrant Capital Group
Ohio
$1.6K +$621 +33 +63%
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$1.41K – – –
GWM
108
Geneos Wealth Management
Colorado
$1.41K – – –
AWM
109
Abound Wealth Management
Tennessee
$1.34K – – –
NSG
110
Nalls Sherbakoff Group
Tennessee
$764 – – –
AF
111
Advisornet Financial
Minnesota
$753 – – –
MTIC
112
Missouri Trust & Investment Company
Missouri
$696 – – –
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$433 – – –
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$395 -$38 -2 -9%
WBC
115
West Branch Capital
Massachusetts
$189 – – –
ASN
116
Advisory Services Network
Georgia
– -$1.04M -43,781 Closed
CCIA
117
Campbell & Co Investment Adviser
Maryland
– -$863K -36,455 Closed
RC
118
Roundview Capital
New Jersey
– -$341K -14,389 Closed
GCP
119
GSA Capital Partners
United Kingdom
– -$238K -10,041 Closed
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$204K -8,600 Closed
SG Americas Securities
121
SG Americas Securities
New York
– -$198K -8,366 Closed
MWM
122
Mascoma Wealth Management
New Hampshire
– -$22.5K -1,100 Closed
HWM
123
HighMark Wealth Management
Minnesota
– -$17.8K -750 Closed
Baillie Gifford & Co
124
Baillie Gifford & Co
United Kingdom
– -$16K -676 Closed
US Bancorp
125
US Bancorp
Minnesota
– -$1.78K -75 Closed
2 3 4
5
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