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Boston Omaha

115 hedge funds and large institutions have $358M invested in Boston Omaha in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more funds holding

Funds holding: 114115 (+1)

4.3% less ownership

Funds ownership: 67.21%62.9% (-4.3%)

21% less capital invested

Capital invested by funds: $455M → $358M (-$96.8M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

48% less call options, than puts

Call options by funds: $210K | Put options by funds: $404K

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
52
Reduced
15
Closed
16
Calls
$210K
Puts
$404K
Net Calls
-$194K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$107M
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$46M -$3.21M -158,013 -6%
BlackRock
3
BlackRock
New York
$29.2M +$1.3M +64,167 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.1M +$470K +23,139 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.6M +$2.69M +132,407 +14%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$18.9M -$27.7M -1,363,095 -58%
FAM
7
Fenimore Asset Management
New York
$11.2M +$1.06M +52,300 +10%
GG
8
Greenwood Gearhart
Arkansas
$10.4M +$4.7M +231,397 +72%
LKIM
9
Lawson Kroeker Investment Management
Nebraska
$8.6M -$14K -688 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.24M +$571K +28,094 +7%
State Street
11
State Street
Massachusetts
$8.07M +$244K +12,033 +3%
ICP
12
Ironvine Capital Partners
Nebraska
$7.9M +$4M +197,038 +88%
ACH
13
ArrowMark Colorado Holdings
Colorado
$6.1M -$645K -31,769 -9%
GKFF
14
George Kaiser Family Foundation
Oklahoma
$4.46M +$1.01M +49,796 +27%
ECM
15
Elgethun Capital Management
South Dakota
$3.97M +$39.8K +1,960 +0.9%
APG
16
Abacus Planning Group
South Carolina
$3.93M +$730K +35,946 +21%
Northern Trust
17
Northern Trust
Illinois
$3.78M +$298K +14,654 +8%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.43M +$1.85M +91,100 +100%
Millennium Management
19
Millennium Management
New York
$3.15M +$1.8M +88,735 +113%
SMP
20
Santa Monica Partners
Florida
$2.52M
Citadel Advisors
21
Citadel Advisors
Florida
$2.39M +$648K +31,920 +34%
N
22
Nuveen
North Carolina
$2.17M +$1.46M +71,642 +164%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M +$51.4K +2,528 +4%
Goldman Sachs
24
Goldman Sachs
New York
$1.27M -$462K -22,764 -25%
Morgan Stanley
25
Morgan Stanley
New York
$1.25M -$164K -8,050 -11%

BOC Hedge Fund Activity: Q2 2023 in Review

115 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q2 2023, worth a combined $358M — down 21% from $455M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BOC positions and 16 closed out — a net gain of 1 holder — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Greenwood Gearhart, adding an estimated $4.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $27.7M.

  • 115 institutional investors held Boston Omaha (BOC) as of Q2 2023, up from 114 in Q1 2023.
  • Funds reported $358M of Boston Omaha stock for Q2 2023, down 21% quarter-over-quarter.
  • 17 funds opened new Boston Omaha positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest Boston Omaha buyer in Q2 2023 was Greenwood Gearhart, an estimated $4.7M added.
  • The largest Boston Omaha seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2023.