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Boston Omaha

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

397% more call options, than puts

Call options by funds: $437K | Put options by funds: $88K

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

13% more funds holding

Funds holding: 120136 (+16)

0.16% more ownership

Funds ownership: 62.74%62.89% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $311M → $299M (-$11.7M)

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$11.5K +$6.39K +421 +135%
AWM
102
Avior Wealth Management
Nebraska
$11.2K
GG
103
Greenwood Gearhart
Arkansas
$10.5K -$8.62M -568,050 -100%
BCM
104
Blume Capital Management
California
$9.83K -$4.55K -300 -32%
QCG
105
Quadrant Capital Group
Ohio
$8.12K -$26.5K -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 +$6.21K +409 New
VAG
109
VisionPoint Advisory Group
Texas
$5.79K +$5.59K +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 -$2.82K -186 -42%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.44K -$531 -35 -14%
AF
115
Allworth Financial
California
$3.43K
T
116
Tidemark
California
$3.38K +$3.26K +215 New
CFGS
117
Concourse Financial Group Securities
Alabama
$3.15K
MSWM
118
McGlone Suttner Wealth Management
Wisconsin
$2.36K +$2.28K +150 New
RIM
119
Rockbridge Investment Management
New York
$1.89K +$1.82K +120 New
SWM
120
Spire Wealth Management
Virginia
$1.68K
SIS
121
Strategic Investment Solutions
Illinois
$1.57K -$94.1K -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 +$987 +65 New

BOC Hedge Fund Activity: Q4 2023 in Review

136 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2023, worth a combined $299M — down 3.8% from $311M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BOC positions and 11 closed out — a net gain of 16 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Greenwood Gearhart, cutting an estimated $8.62M.

  • 136 institutional investors held Boston Omaha (BOC) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $299M of Boston Omaha stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 27 funds opened new Boston Omaha positions in Q4 2023 and 11 closed out, a net change of +16 holders.
  • The largest Boston Omaha buyer in Q4 2023 was Morgan Stanley, an estimated $2.71M added.
  • The largest Boston Omaha seller in Q4 2023 was Greenwood Gearhart, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.