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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.9K -257 -84%
AF
127
Advisornet Financial
Minnesota
$629
MTIC
128
Missouri Trust & Investment Company
Missouri
$582
US Bancorp
129
US Bancorp
Minnesota
$551 +$334 +22 +169%
GI
130
GAMMA Investing
California
$542 +$531 +35 New
CSC
131
Caldwell Sutter Capital
California
$488 +$471 +31 New
PA
132
Parallel Advisors
California
$425 +$213 +14 +108%
NSG
133
Nalls Sherbakoff Group
Tennessee
$315 -$304 -20 -50%
WBC
134
West Branch Capital
Massachusetts
$158
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$142 -$319 -21 -70%
AWS
136
Atria Wealth Solutions
New York
-$178K -10,889 Closed
YIH
137
Y-Intercept (HK)
Hong Kong
-$169K -10,335 Closed
Creative Planning
138
Creative Planning
Kansas
-$165K -10,068 Closed
PTC
139
Private Trust Company
Ohio
-$10.9K -668 Closed
CA
140
Clearstead Advisors
Ohio
-$4.59K -280 Closed
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
-$4.39K -268 Closed
LC
142
Lindbrook Capital
California
-$3.33K -203 Closed
HL
143
HeadInvest LLC
Maine
-$2.37K -150 Closed
TCM
144
Tradewinds Capital Management
Washington
-$1.64K -100 Closed
EWA
145
EverSource Wealth Advisors
Alabama
-$951 -58 Closed
AWA
146
Authentikos Wealth Advisory
California
-$656 -40 Closed
Acadian Asset Management
147
Acadian Asset Management
Massachusetts
+$182 +12 +35%

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.