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Boston Omaha
BOC

Overview Fund Activity

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
Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.73%
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

Top Buyers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$1.48M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.9M
3
ECM
3
Elgethun Capital Management
South Dakota
$7.93M
4
UBS Group
4
UBS Group
Switzerland
$1.03M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.83M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.21M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.5M
5
LIG
5
Lokken Investment Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$4.45K -$3.13K -216 -41%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$4.25K +$4.25K +300 New
RS
103
R Squared
Hong Kong
$4.21K +$4.21K +297 New
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$4K +$3.49K +283 +690%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$3.9K +$3.9K +275 New
VCM
106
Versant Capital Management
Arizona
$3.4K +$3.4K +240 New
US Bancorp
107
US Bancorp
Minnesota
$3.38K +$2.06K +145 +156%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.11K – – –
PA
109
Parallel Advisors
California
$3.09K – – –
Creative Planning
110
Creative Planning
Kansas
$3.09K +$3.09K +218 New
T
111
Tidemark
California
$3.05K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.48K +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 -$5.4K -432 -84%
RA
118
Rise Advisors
New York
$893 -$283 -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 +$142 +10 +100%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$170 – – –
WBC
125
West Branch Capital
Massachusetts
$142 – – –
2 3 4
5
6