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Boston Omaha

48 hedge funds and large institutions have $294M invested in Boston Omaha in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

11.13% more ownership

Funds ownership: 48.72%59.85% (+11%)

4% less capital invested

Capital invested by funds: $306M → $294M (-$11.6M)

9% less funds holding

Funds holding: 5348 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
6
Increased
19
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$163M
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$45.2M +$50.3M +1,932,000 New
RCC
3
Red Cedar Capital
Nebraska
$11.8M +$2.27M +87,020 +21%
ACH
4
ArrowMark Colorado Holdings
Colorado
$11.2M +$1.3M +50,000 +12%
BlackRock
5
BlackRock
New York
$8.71M +$124K +4,775 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.61M +$187K +7,193 +2%
SMP
7
Santa Monica Partners
Florida
$6.25M
ACM
8
AKRE Capital Management
Virginia
$5.67M -$558K -21,438 -8%
FAM
9
Fenimore Asset Management
New York
$4.28M
GKFF
10
George Kaiser Family Foundation
Oklahoma
$4.04M +$3.75M +144,132 +505%
ICP
11
Ironvine Capital Partners
Nebraska
$3.79M +$310K +11,905 +8%
APG
12
Abacus Planning Group
South Carolina
$2.83M +$3.14M +120,710 New
CPA
13
Cowen Prime Advisors
New York
$2.54M -$195K -7,500 -6%
GG
14
Greenwood Gearhart
Arkansas
$2.31M +$127K +4,886 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.15M +$216K +8,280 +10%
State Street
16
State Street
Massachusetts
$2.09M +$36.1K +1,386 +2%
Northern Trust
17
Northern Trust
Illinois
$1.41M +$121K +4,626 +8%
Morgan Stanley
18
Morgan Stanley
New York
$1.34M +$193K +7,423 +15%
MCM
19
Moore Capital Management
New York
$1.17M -$391K -15,000 -23%
SIG
20
Sargent Investment Group
Maryland
$1.08M +$1.21M +46,343 New
BIA
21
Biondo Investment Advisors
Pennsylvania
$1.06M -$264K -10,150 -18%
HK
22
Horizon Kinetics
New York
$951K
Wells Fargo
23
Wells Fargo
California
$515K +$385K +14,768 +204%
FTI
24
Fiduciary Trust International
Massachusetts
$482K +$15.6K +600 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$441K +$17.2K +659 +4%

BOC Hedge Fund Activity: Q4 2018 in Review

48 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2018, worth a combined $294M — down 3.8% from $306M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BOC and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was George Kaiser Family Foundation, adding an estimated $3.75M. The largest seller was AKRE Capital Management, cutting an estimated $558K.

  • 48 institutional investors held Boston Omaha (BOC) as of Q4 2018, down from 53 in Q3 2018.
  • Funds reported $294M of Boston Omaha stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 6 funds opened new Boston Omaha positions in Q4 2018 and 11 closed out, a net change of -5 holders.
  • The largest Boston Omaha buyer in Q4 2018 was George Kaiser Family Foundation, an estimated $3.75M added.
  • The largest Boston Omaha seller in Q4 2018 was AKRE Capital Management, an estimated $558K sold.

Based on aggregated 13F filings for Q4 2018.