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Boston Omaha

23 hedge funds and large institutions have $306M invested in Boston Omaha in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

125% more capital invested

Capital invested by funds: $136M → $306M (+$170M)

44% more funds holding

Funds holding: 1623 (+7)

5.05% more ownership

Funds ownership: 65.89%70.94% (+5.1%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
11
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$238M
RCC
2
Red Cedar Capital
Nebraska
$14.2M +$9.08M +439,732 New
ACH
3
ArrowMark Colorado Holdings
Colorado
$11.5M
ACM
4
AKRE Capital Management
Virginia
$11.3M
SMP
5
Santa Monica Partners
Florida
$9.97M +$6.35M +307,692 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$6M +$1.86M +90,296 +95%
FAM
7
Fenimore Asset Management
New York
$4.71M +$3M +145,340 New
CPA
8
Cowen Prime Advisors
New York
$2.99M -$2.67M -129,302 -58%
MCM
9
Moore Capital Management
New York
$1.62M -$722K -35,000 -41%
SRC
10
Shufro Rose & Co
New York
$1.44M -$1.03M -49,700 -53%
Millennium Management
11
Millennium Management
New York
$1.29M -$572K -27,716 -41%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.18M +$309K +14,956 +70%
Bank of America
13
Bank of America
North Carolina
$387K +$247K +11,950 New
Morgan Stanley
14
Morgan Stanley
New York
$365K +$198K +9,595 +575%
MIM
15
Monashee Investment Management
Massachusetts
$268K
Northern Trust
16
Northern Trust
Illinois
$257K +$164K +7,957 New
Wells Fargo
17
Wells Fargo
California
$243K +$155K +7,496 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$32K
FANJ
19
Financial Architects (New Jersey)
New Jersey
$32K +$20.6K +1,000 New
Citigroup
20
Citigroup
New York
$12K +$7.39K +358 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10K +$6.19K +300 New
UBS Group
22
UBS Group
Switzerland
$4K -$8.32K -403 -75%
GWS
23
Glassman Wealth Services
Virginia
$3K +$2.06K +100 New
OIA
24
OneDigital Investment Advisors
Kansas
$3K +$2.06K +100 New
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
-$1.58M -101,818 Closed

BOC Hedge Fund Activity: Q4 2017 in Review

23 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2017, worth a combined $306M — up 125% from $136M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BOC positions and 4 closed out — a net gain of 7 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Fenimore Asset Management, opening a new position worth an estimated $3M. The largest seller was Cowen Prime Advisors, cutting an estimated $2.67M.

  • 23 institutional investors held Boston Omaha (BOC) as of Q4 2017, up from 16 in Q3 2017.
  • Funds reported $306M of Boston Omaha stock for Q4 2017, up 125% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest Boston Omaha buyer in Q4 2017 was Fenimore Asset Management, an estimated $3M added.
  • The largest Boston Omaha seller in Q4 2017 was Cowen Prime Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.