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Boston Omaha

130 hedge funds and large institutions have $286M invested in Boston Omaha in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

3% more funds holding

Funds holding: 126130 (+4)

0.77% more ownership

Funds ownership: 64.63%65.4% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $297M → $286M (-$11.1M)

85% less call options, than puts

Call options by funds: $66K | Put options by funds: $427K

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
40
Reduced
36
Closed
15
Calls
$66K
Puts
$427K
Net Calls
-$361K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$4.45K -$3.21K -216 -41%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$4.25K +$4.46K +300 New
RS
103
R Squared
Hong Kong
$4.21K +$4.42K +297 New
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$4K +$4.21K +283 +690%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$3.9K +$4.09K +275 New
VCM
106
Versant Capital Management
Arizona
$3.4K +$3.57K +240 New
US Bancorp
107
US Bancorp
Minnesota
$3.38K +$2.15K +145 +156%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.1K
PA
109
Parallel Advisors
California
$3.09K
Creative Planning
110
Creative Planning
Kansas
$3.09K +$3.24K +218 New
T
111
Tidemark
California
$3.05K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.8K +121 +98%
NSIM
113
North Star Investment Management
Illinois
$2.62K
CLOS
114
Compagnie Lombard Odier SCmA
Switzerland
$1.06K
GWM
115
Geneos Wealth Management
Colorado
$1.06K
AWM
116
Abound Wealth Management
Tennessee
$1.01K
Simplex Trading
117
Simplex Trading
Illinois
$1K -$6.42K -432 -84%
RA
118
Rise Advisors
New York
$893 -$297 -20 -24%
SAM
119
Smartleaf Asset Management
Massachusetts
$684
AF
120
Advisornet Financial
Minnesota
$567
MTIC
121
Missouri Trust & Investment Company
Missouri
$525
LC
122
Lindbrook Capital
California
$468
RIL
123
Rothschild Investment LLC
Illinois
$284 +$149 +10 +100%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$170
WBC
125
West Branch Capital
Massachusetts
$142

BOC Hedge Fund Activity: Q4 2024 in Review

130 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2024, worth a combined $286M — down 3.7% from $297M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BOC positions and 15 closed out — a net gain of 4 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Brandywine Global Investment Management, opening a new position worth an estimated $1.55M. The largest seller was Renaissance Technologies, cutting an estimated $1.62M.

  • 130 institutional investors held Boston Omaha (BOC) as of Q4 2024, up from 126 in Q3 2024.
  • Funds reported $286M of Boston Omaha stock for Q4 2024, down 3.7% quarter-over-quarter.
  • 19 funds opened new Boston Omaha positions in Q4 2024 and 15 closed out, a net change of +4 holders.
  • The largest Boston Omaha buyer in Q4 2024 was Brandywine Global Investment Management, an estimated $1.55M added.
  • The largest Boston Omaha seller in Q4 2024 was Renaissance Technologies, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2024.