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Boston Omaha

134 hedge funds and large institutions have $292M invested in Boston Omaha in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $320K | Put options by funds: $129K

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.53% less ownership

Funds ownership: 62.89%62.37% (-0.53%)

3% less capital invested

Capital invested by funds: $299M → $292M (-$7.61M)

1% less funds holding

Funds holding: 136134 (-2)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
40
Reduced
46
Closed
14
Calls
$320K
Puts
$129K
Net Calls
+$191K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$12K -$21.6K -1,370 -63%
AWM
102
Avior Wealth Management
Nebraska
$11.1K +$79 +5 +0.7%
VAG
103
VisionPoint Advisory Group
Texas
$9.76K +$4.14K +263 +71%
BCM
104
Blume Capital Management
California
$9.66K
HNB
105
Huntington National Bank
Ohio
$8.29K +$551 +35 +7%
QCG
106
Quadrant Capital Group
Ohio
$7.98K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$7.9K +$8.1K +515 New
HWA
108
HHM Wealth Advisors
Tennessee
$6.96K
Russell Investments Group
109
Russell Investments Group
United Kingdom
$6.8K +$488 +31 +8%
CTA
110
Colonial Trust Advisors
South Carolina
$5.22K
AIM
111
Anchor Investment Management
South Carolina
$4.64K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.39K
T
113
Tidemark
California
$3.32K
US Bancorp
114
US Bancorp
Minnesota
$3.26K +$2.77K +176 +503%
SWM
115
Spire Wealth Management
Virginia
$3.14K +$1.42K +90 +80%
CFGS
116
Concourse Financial Group Securities
Alabama
$3.09K
AF
117
Allworth Financial
California
$1.82K -$1.57K -100 -46%
RA
118
Rise Advisors
New York
$1.28K -$2.67K -170 -67%
CLOS
119
Compagnie Lombard Odier SCmA
Switzerland
$1.16K
GWM
120
Geneos Wealth Management
Colorado
$1.16K
AWM
121
Abound Wealth Management
Tennessee
$1.1K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1K -$173 -11 -23%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$804 +$677 +43 +478%
AF
124
Advisornet Financial
Minnesota
$618
MTIC
125
Missouri Trust & Investment Company
Missouri
$572

BOC Hedge Fund Activity: Q1 2024 in Review

134 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2024, worth a combined $292M — down 2.5% from $299M a quarter earlier.

Fund positioning in BOC was balanced in Q1 2024: 14 funds opened new positions, 14 closed out, 40 added to existing stakes and 46 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $2.96M. The largest seller was Vanguard Group, cutting an estimated $4.35M.

  • 134 institutional investors held Boston Omaha (BOC) as of Q1 2024, down from 136 in Q4 2023.
  • Funds reported $292M of Boston Omaha stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 14 funds opened new Boston Omaha positions in Q1 2024 and 14 closed out, a net change of 0 holders.
  • The largest Boston Omaha buyer in Q1 2024 was Private Management Group, an estimated $2.96M added.
  • The largest Boston Omaha seller in Q1 2024 was Vanguard Group, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2024.