We are live on ! Find out more
BOC icon

Boston Omaha

81 hedge funds and large institutions have $592M invested in Boston Omaha in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $367M → $592M (+$225M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8281 (-1)

5.85% less ownership

Funds ownership: 87.67%81.81% (-5.9%)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
29
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$280M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$58.1M +$1.18M +57,885 +3%
MIOT
3
Massachusetts Institute of Technology
Massachusetts
$57.2M
APG
4
Abacus Planning Group
South Carolina
$38.3M -$2.71M -133,024 -9%
BlackRock
5
BlackRock
New York
$26.4M +$1.58M +77,382 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.9M +$1.85M +90,752 +14%
RCC
7
Red Cedar Capital
Nebraska
$14.9M -$14.7K -721 -0.1%
ACH
8
ArrowMark Colorado Holdings
Colorado
$14.4M +$3.37K +165 +0%
FAM
9
Fenimore Asset Management
New York
$13M +$285K +13,956 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.95M +$2.16M +105,684 +58%
SMP
11
Santa Monica Partners
Florida
$7.38M
State Street
12
State Street
Massachusetts
$6.22M +$412K +20,195 +10%
ICP
13
Ironvine Capital Partners
Nebraska
$5.94M -$49.2K -2,410 -1%
GKFF
14
George Kaiser Family Foundation
Oklahoma
$5.28M
GG
15
Greenwood Gearhart
Arkansas
$4.42M +$459K +22,508 +16%
Northern Trust
16
Northern Trust
Illinois
$4.12M -$87.6K -4,293 -3%
ECM
17
Elgethun Capital Management
South Dakota
$4.11M +$10.7K +522 +0.4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$4.02M +$731K +35,837 +33%
N
19
Nuveen
North Carolina
$1.48M +$189K +9,239 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.4M +$231K +11,313 +29%
Morgan Stanley
21
Morgan Stanley
New York
$1.29M -$498K -24,385 -34%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.19M -$1.84M -90,137 -68%
Goldman Sachs
23
Goldman Sachs
New York
$1.17M +$287K +14,082 +50%
Swiss National Bank
24
Swiss National Bank
Switzerland
$981K +$26.5K +1,300 +4%
Charles Schwab
25
Charles Schwab
California
$919K +$71.8K +3,517 +12%

BOC Hedge Fund Activity: Q4 2020 in Review

81 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2020, worth a combined $592M — up 61% from $367M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BOC and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 29 added.

The largest buyer was Geode Capital Management, adding an estimated $2.16M. The largest seller was Verus Financial Partners, exiting entirely with an estimated $24.3M sold.

  • 81 institutional investors held Boston Omaha (BOC) as of Q4 2020, down from 82 in Q3 2020.
  • Funds reported $592M of Boston Omaha stock for Q4 2020, up 61% quarter-over-quarter.
  • 11 funds opened new Boston Omaha positions in Q4 2020 and 12 closed out, a net change of -1 holder.
  • The largest Boston Omaha buyer in Q4 2020 was Geode Capital Management, an estimated $2.16M added.
  • The largest Boston Omaha seller in Q4 2020 was Verus Financial Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2020.