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Boston Omaha

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

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 114115 (+1)

4.3% less ownership

Funds ownership: 67.21%62.9% (-4.3%)

21% less capital invested

Capital invested by funds: $455M → $358M (-$96.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $210K | Put options by funds: $404K

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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$2.13K
SIS
102
Strategic Investment Solutions
Illinois
$1.9K
TFA
103
Toth Financial Advisory
Virginia
$1.88K
TCM
104
Tradewinds Capital Management
Washington
$1.88K
AF
105
Allworth Financial
California
$1.88K +$1.4K +69 +223%
QCG
106
Quadrant Capital Group
Ohio
$1.6K +$670 +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 -$41 -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
NA
125
NewEdge Advisors
Louisiana
-$1.77K -75 Closed

BOC Hedge Fund Activity: Q2 2023 in Review

115 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2023, worth a combined $358M — down 21% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Greenwood Gearhart, adding an estimated $4.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $27.7M.

  • 115 institutional investors held Boston Omaha (BOC) as of Q2 2023, up from 114 in Q1 2023.
  • Funds reported $358M of Boston Omaha stock for Q2 2023, down 21% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest Boston Omaha buyer in Q2 2023 was Greenwood Gearhart, an estimated $4.7M added.
  • The largest Boston Omaha seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.