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Boston Omaha

63 hedge funds and large institutions have $398M invested in Boston Omaha in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $374M → $398M (+$23.7M)

5% more funds holding

Funds holding: 6063 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.23% less ownership

Funds ownership: 86.01%84.77% (-1.2%)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.24%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
10
Increased
21
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$213M
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$43.6M
APG
3
Abacus Planning Group
South Carolina
$36.3M -$2.59M -123,505 -7%
BlackRock
4
BlackRock
New York
$15.4M +$1.54M +73,342 +11%
ACH
5
ArrowMark Colorado Holdings
Colorado
$13.6M +$2.96M +141,212 +28%
RCC
6
Red Cedar Capital
Nebraska
$10.6M -$15.2K -724 -0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.37M -$52K -2,478 -0.6%
FAM
8
Fenimore Asset Management
New York
$6.55M +$18.9K +900 +0.3%
ICP
9
Ironvine Capital Partners
Nebraska
$6.26M +$2.08K +99 +0%
BF
10
BOK Financial
Oklahoma
$6.16M
SMP
11
Santa Monica Partners
Florida
$5.62M
State Street
12
State Street
Massachusetts
$4.25M +$315K +15,017 +8%
GKFF
13
George Kaiser Family Foundation
Oklahoma
$4M
Northern Trust
14
Northern Trust
Illinois
$3.1M +$405K +19,301 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.92M +$161K +7,686 +6%
SIG
16
Sargent Investment Group
Maryland
$2.85M +$495K +23,600 +21%
GG
17
Greenwood Gearhart
Arkansas
$2.31M -$207K -9,877 -8%
Morgan Stanley
18
Morgan Stanley
New York
$1.46M +$268K +12,785 +23%
N
19
Nuveen
North Carolina
$1.17M -$368K -17,565 -24%
FTI
20
Fiduciary Trust International
Massachusetts
$854K
BIA
21
Biondo Investment Advisors
Pennsylvania
$767K -$271K -12,900 -26%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$656K -$5.81K -277 -0.9%
HKAM
23
Horizon Kinetics Asset Management
New York
$606K
CPA
24
Cowen Prime Advisors
New York
$577K
ECM
25
Elgethun Capital Management
South Dakota
$542K +$541K +25,776 New

BOC Hedge Fund Activity: Q4 2019 in Review

63 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2019, worth a combined $398M — up 6.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BOC positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $2.96M. The largest seller was Abacus Planning Group, cutting an estimated $2.59M.

  • 63 institutional investors held Boston Omaha (BOC) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $398M of Boston Omaha stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 10 funds opened new Boston Omaha positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest Boston Omaha buyer in Q4 2019 was ArrowMark Colorado Holdings, an estimated $2.96M added.
  • The largest Boston Omaha seller in Q4 2019 was Abacus Planning Group, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2019.