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Boston Omaha

114 hedge funds and large institutions have $455M invested in Boston Omaha in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

9% more funds holding

Funds holding: 105114 (+9)

0.74% more ownership

Funds ownership: 66.47%67.21% (+0.74%)

6% less capital invested

Capital invested by funds: $485M → $455M (-$29.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

85% less call options, than puts

Call options by funds: $92K | Put options by funds: $615K

Holders
114
Holders Change
+9
Holders Change %
+8.57%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
20
Increased
35
Reduced
22
Closed
10
Calls
$92K
Puts
$615K
Net Calls
-$523K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$135M
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$61.6M -$935K -37,551 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$56M -$10M -402,464 -15%
BlackRock
4
BlackRock
New York
$35.2M +$463K +18,598 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.3M +$194K +7,791 +0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.8M +$5.82M +233,761 +32%
FAM
7
Fenimore Asset Management
New York
$12.9M +$30.8K +1,238 +0.2%
LKIM
8
Lawson Kroeker Investment Management
Nebraska
$10.8M +$11.4M +457,405 New
State Street
9
State Street
Massachusetts
$9.87M +$399K +16,015 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.7M +$579K +23,258 +6%
ACH
11
ArrowMark Colorado Holdings
Colorado
$8.42M
GG
12
Greenwood Gearhart
Arkansas
$7.62M +$411K +16,527 +5%
ICP
13
Ironvine Capital Partners
Nebraska
$5.27M +$25K +1,006 +0.5%
ECM
14
Elgethun Capital Management
South Dakota
$4.88M -$271K -10,902 -5%
GKFF
15
George Kaiser Family Foundation
Oklahoma
$4.43M
Northern Trust
16
Northern Trust
Illinois
$4.4M +$41.1K +1,652 +0.9%
APG
17
Abacus Planning Group
South Carolina
$4.09M
SMP
18
Santa Monica Partners
Florida
$3.17M
Citadel Advisors
19
Citadel Advisors
Florida
$2.25M +$884K +35,517 +60%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.16M +$1.49M +59,900 +191%
Goldman Sachs
21
Goldman Sachs
New York
$2.13M +$1.29M +52,001 +137%
Millennium Management
22
Millennium Management
New York
$1.87M +$1.96M +78,864 New
Morgan Stanley
23
Morgan Stanley
New York
$1.76M +$168K +6,734 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.71M -$33.5K -1,346 -2%
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.45M +$910K +36,562 +147%

BOC Hedge Fund Activity: Q1 2023 in Review

114 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2023, worth a combined $455M — down 6.1% from $485M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BOC positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Lawson Kroeker Investment Management, opening a new position worth an estimated $11.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $10M.

  • 114 institutional investors held Boston Omaha (BOC) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $455M of Boston Omaha stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 20 funds opened new Boston Omaha positions in Q1 2023 and 10 closed out, a net change of +10 holders.
  • The largest Boston Omaha buyer in Q1 2023 was Lawson Kroeker Investment Management, an estimated $11.4M added.
  • The largest Boston Omaha seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.