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Boston Omaha
BOC

Overview Fund Activity

120 hedge funds and large institutions have $311M invested in Boston Omaha in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
41
Reduced
32
Closed
10
Calls
$141K
Puts
$344K
Net Calls
-$203K
Net Calls Change
-$9K

Top Buyers

1
FAM
Fenimore Asset Management
New York
$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
$3.21M
3
BlackRock
BlackRock
New York
$26.4M
4
ICP
Ironvine Capital Partners
Nebraska
$7.43M
5
Vanguard Group
Vanguard Group
Pennsylvania
$19.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$12.5M
2
MG
Magnolia Group
Nebraska
$91.6M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$507K
5
ACH
ArrowMark Colorado Holdings
Colorado
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$3.57K +$1.94K +118 +118%
LC
102
Lindbrook Capital
California
$3.33K +$3.33K +203 New
CFGS
103
Concourse Financial Group Securities
Alabama
$3.28K – – –
HL
104
HeadInvest LLC
Maine
$2.37K +$2.37K +150 New
SWM
105
Spire Wealth Management
Virginia
$1.85K – – –
TCM
106
Tradewinds Capital Management
Washington
$1.64K – – –
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$1.23K – – –
GWM
108
Geneos Wealth Management
Colorado
$1.23K – – –
AWM
109
Abound Wealth Management
Tennessee
$1.16K – – –
Citigroup
110
Citigroup
New York
$1.15K -$122K -7,421 -99%
EWA
111
EverSource Wealth Advisors
Alabama
$951 +$951 +58 New
NSG
112
Nalls Sherbakoff Group
Tennessee
$656 – – –
AF
113
Advisornet Financial
Minnesota
$656 – – –
AWA
114
Authentikos Wealth Advisory
California
$656 +$656 +40 New
MTIC
115
Missouri Trust & Investment Company
Missouri
$606 – – –
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$492 +$148 +9 +43%
US Bancorp
117
US Bancorp
Minnesota
$213 +$213 +13 New
PA
118
Parallel Advisors
California
$213 +$213 +13 New
WBC
119
West Branch Capital
Massachusetts
$164 – – –
CSS
120
Cubist Systematic Strategies
Connecticut
– -$531K -28,196 Closed
ECM
121
ExodusPoint Capital Management
New York
– -$351K -18,631 Closed
QC
122
Quadrature Capital
United Kingdom
– -$265K -14,104 Closed
GCM
123
Graham Capital Management
Connecticut
– -$198K -10,528 Closed
PMEF
124
Point72 Middle East FZE
United Arab Emirates
– -$64.2K -3,410 Closed
RI
125
Ridgewood Investments
New Jersey
– -$9.41K -500 Closed
2 3 4
5
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