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Boston Omaha

126 hedge funds and large institutions have $297M invested in Boston Omaha in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

582% more call options, than puts

Call options by funds: $982K | Put options by funds: $144K

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

13% more capital invested

Capital invested by funds: $262M → $297M (+$34.9M)

3% more funds holding

Funds holding: 122126 (+4)

1.63% more ownership

Funds ownership: 63.01%64.63% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
38
Reduced
33
Closed
13
Calls
$982K
Puts
$144K
Net Calls
+$838K
Net Calls Change
+$920K
Name Holding Trade Value Shares
Change
Change in
Stake
T
101
Tidemark
California
$3.2K
NSIM
102
North Star Investment Management
Illinois
$2.75K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.81K -130 -51%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.61K +$1.5K +108 New
US Bancorp
105
US Bancorp
Minnesota
$1.38K -$2.09K -150 -62%
RA
106
Rise Advisors
New York
$1.23K
A
107
AlphaQuest
New York
$1.16K +$1.09K +78 New
SCM
108
Sterling Capital Management
North Carolina
$1.13K +$1.06K +76 New
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$1.11K
GWM
110
Geneos Wealth Management
Colorado
$1.11K
AWM
111
Abound Wealth Management
Tennessee
$1.06K
Bessemer Group
112
Bessemer Group
New Jersey
$1K +$1.11K +80 New
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$788
SAM
114
Smartleaf Asset Management
Massachusetts
$718 +$669 +48 New
EWA
115
EverSource Wealth Advisors
Alabama
$610 -$306 -22 -35%
AF
116
Advisornet Financial
Minnesota
$595
MTIC
117
Missouri Trust & Investment Company
Missouri
$550
LC
118
Lindbrook Capital
California
$491 +$460 +33 New
CSC
119
Caldwell Sutter Capital
California
$461
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$178 -$724 -52 -81%
GI
121
GAMMA Investing
California
$164 +$153 +11 New
WBC
122
West Branch Capital
Massachusetts
$149
RIL
123
Rothschild Investment LLC
Illinois
$149 +$139 +10 New
CAM
124
Creekmur Asset Management
Illinois
$119 +$111 +8 New
HNB
125
Huntington National Bank
Ohio
$15 -$6.96K -500 -100%

BOC Hedge Fund Activity: Q3 2024 in Review

126 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2024, worth a combined $297M — up 13% from $262M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BOC positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.9M. The largest seller was Tudor Investment Corp, cutting an estimated $826K.

  • 126 institutional investors held Boston Omaha (BOC) as of Q3 2024, up from 122 in Q2 2024.
  • Funds reported $297M of Boston Omaha stock for Q3 2024, up 13% quarter-over-quarter.
  • 18 funds opened new Boston Omaha positions in Q3 2024 and 13 closed out, a net change of +5 holders.
  • The largest Boston Omaha buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $1.9M added.
  • The largest Boston Omaha seller in Q3 2024 was Tudor Investment Corp, an estimated $826K sold.

Based on aggregated 13F filings for Q3 2024.