We are live on ! Find out more
BOC icon

Boston Omaha

107 hedge funds and large institutions have $648M invested in Boston Omaha in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $569M → $648M (+$78.9M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

7% more funds holding

Funds holding: 100107 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4.34% less ownership

Funds ownership: 62.97%58.62% (-4.3%)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
33
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$275M -$32M -970,842 -12%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$109M -$289K -8,744 -0.3%
BlackRock
3
BlackRock
New York
$49.5M +$294K +8,907 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.4M +$226K +6,847 +0.8%
ACH
5
ArrowMark Colorado Holdings
Colorado
$19.8M -$2.61K -79 -0%
RCC
6
Red Cedar Capital
Nebraska
$18.4M -$1.88M -56,886 -11%
FAM
7
Fenimore Asset Management
New York
$16.2M +$8.42K +255 +0.1%
State Street
8
State Street
Massachusetts
$12.2M +$642K +19,457 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12M +$108K +3,279 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$12M +$1.9M +57,621 +23%
APG
11
Abacus Planning Group
South Carolina
$11.2M -$7.31M -221,452 -43%
ECM
12
Elgethun Capital Management
South Dakota
$7.61M -$126K -3,819 -2%
ICP
13
Ironvine Capital Partners
Nebraska
$7.6M -$9.44K -286 -0.1%
GG
14
Greenwood Gearhart
Arkansas
$7.57M +$444K +13,439 +7%
GKFF
15
George Kaiser Family Foundation
Oklahoma
$7.25M
Northern Trust
16
Northern Trust
Illinois
$6.44M -$125K -3,781 -2%
SMP
17
Santa Monica Partners
Florida
$5.2M -$3.73M -112,900 -46%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$4.08M +$3.38M +102,466 +3,798%
Morgan Stanley
19
Morgan Stanley
New York
$3.03M -$1.57M -47,629 -38%
RC
20
Roundview Capital
New Jersey
$2.64M +$2.25M +68,159 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.39M +$198K +5,994 +11%
N
22
Nuveen
North Carolina
$2.29M +$41.4K +1,255 +2%
BCM
23
Bridgeway Capital Management
Texas
$1.78M
Charles Schwab
24
Charles Schwab
California
$1.71M +$32.2K +975 +2%
ASN
25
Advisory Services Network
Georgia
$1.55M +$151K +4,585 +13%

BOC Hedge Fund Activity: Q3 2021 in Review

107 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2021, worth a combined $648M — up 14% from $569M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BOC positions and 6 closed out — a net gain of 8 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.38M. The largest seller was Magnolia Group, cutting an estimated $32M.

  • 107 institutional investors held Boston Omaha (BOC) as of Q3 2021, up from 100 in Q2 2021.
  • Funds reported $648M of Boston Omaha stock for Q3 2021, up 14% quarter-over-quarter.
  • 14 funds opened new Boston Omaha positions in Q3 2021 and 6 closed out, a net change of +8 holders.
  • The largest Boston Omaha buyer in Q3 2021 was Russell Investments Group, an estimated $3.38M added.
  • The largest Boston Omaha seller in Q3 2021 was Magnolia Group, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2021.