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Boston Omaha
BOC

Overview Fund Activity

136 hedge funds and large institutions have $299M invested in Boston Omaha in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
42
Reduced
37
Closed
11
Calls
$437K
Puts
$88K
Net Calls
+$349K
Net Calls Change
+$552K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.81M
2
FAM
Fenimore Asset Management
New York
+$1.94M
3
BlackRock
BlackRock
New York
+$1.74M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.4M
5
ECM
Elgethun Capital Management
South Dakota
+$1.3M

Top Sellers

1
GG
Greenwood Gearhart
Arkansas
-$9.22M
2
Millennium Management
Millennium Management
New York
-$2.03M
3
GKFF
George Kaiser Family Foundation
Oklahoma
-$1.66M
4
ICP
Ironvine Capital Partners
Nebraska
-$1.56M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$907K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$11.5K +$6.62K +421 +135%
AWM
102
Avior Wealth Management
Nebraska
$11.2K – – –
GG
103
Greenwood Gearhart
Arkansas
$10.5K -$9.22M -568,050 -100%
BCM
104
Blume Capital Management
California
$9.83K -$4.72K -300 -32%
QCG
105
Quadrant Capital Group
Ohio
$8.12K -$27.4K -1,744 -77%
HNB
106
Huntington National Bank
Ohio
$7.88K – – –
HWA
107
HHM Wealth Advisors
Tennessee
$7.08K – – –
Russell Investments Group
108
Russell Investments Group
United Kingdom
$6.43K +$6.43K +409 New
VAG
109
VisionPoint Advisory Group
Texas
$5.79K +$5.79K +368 New
CTA
110
Colonial Trust Advisors
South Carolina
$5.32K – – –
AIM
111
Anchor Investment Management
South Carolina
$4.72K – – –
LFA
112
Level Financial Advisors
New York
$4.72K – – –
RA
113
Rise Advisors
New York
$3.98K -$2.93K -186 -42%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45K -$551 -35 -14%
AF
115
Allworth Financial
California
$3.43K – – –
T
116
Tidemark
California
$3.38K +$3.38K +215 New
CFGS
117
Concourse Financial Group Securities
Alabama
$3.15K – – –
MSWM
118
McGlone Suttner Wealth Management
Wisconsin
$2.36K +$2.36K +150 New
RIM
119
Rockbridge Investment Management
New York
$1.89K +$1.89K +120 New
SWM
120
Spire Wealth Management
Virginia
$1.68K – – –
SIS
121
Strategic Investment Solutions
Illinois
$1.57K -$97.5K -6,200 -98%
CLOS
122
Compagnie Lombard Odier SCmA
Switzerland
$1.18K – – –
GWM
123
Geneos Wealth Management
Colorado
$1.18K – – –
AWM
124
Abound Wealth Management
Tennessee
$1.12K – – –
FFA
125
Farther Finance Advisors
California
$1.02K +$1.02K +65 New
2 3 4
5
6