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Boston Omaha

120 hedge funds and large institutions have $311M invested in Boston Omaha in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

4% more funds holding

Funds holding: 115120 (+5)

0.17% less ownership

Funds ownership: 62.9%62.74% (-0.17%)

13% less capital invested

Capital invested by funds: $358M → $311M (-$47.2M)

59% less call options, than puts

Call options by funds: $141K | Put options by funds: $344K

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
41
Reduced
32
Closed
10
Calls
$141K
Puts
$344K
Net Calls
-$203K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$91.6M -$1.67M -93,176 -2%
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$40.1M
BlackRock
3
BlackRock
New York
$26.4M +$1.13M +62,722 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.8M +$566K +31,530 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.4M +$476K +26,525 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$12.5M -$4.33M -241,373 -24%
FAM
7
Fenimore Asset Management
New York
$11.3M +$1.69M +94,225 +16%
GG
8
Greenwood Gearhart
Arkansas
$9.32M +$275K +15,325 +3%
LKIM
9
Lawson Kroeker Investment Management
Nebraska
$7.56M +$82.6K +4,606 +1%
ICP
10
Ironvine Capital Partners
Nebraska
$7.43M +$600K +33,430 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.33M +$161K +8,998 +2%
State Street
12
State Street
Massachusetts
$7M -$34.3K -1,914 -0.4%
ACH
13
ArrowMark Colorado Holdings
Colorado
$4.91M -$434K -24,200 -7%
GKFF
14
George Kaiser Family Foundation
Oklahoma
$4.04M +$174K +9,694 +4%
ECM
15
Elgethun Capital Management
South Dakota
$3.85M +$420K +23,422 +11%
APG
16
Abacus Planning Group
South Carolina
$3.42M
Northern Trust
17
Northern Trust
Illinois
$3.31M +$26.3K +1,464 +0.7%
Citadel Advisors
18
Citadel Advisors
Florida
$3.21M +$1.23M +68,550 +54%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.93M -$68.2K -3,800 -2%
Millennium Management
20
Millennium Management
New York
$2.45M -$325K -18,096 -11%
SMP
21
Santa Monica Partners
Florida
$2.2M
N
22
Nuveen
North Carolina
$1.99M +$110K +6,132 +5%
Morgan Stanley
23
Morgan Stanley
New York
$1.36M +$293K +16,333 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.25M +$32.3K +1,802 +2%
Goldman Sachs
25
Goldman Sachs
New York
$1.22M +$126K +7,010 +10%

BOC Hedge Fund Activity: Q3 2023 in Review

120 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2023, worth a combined $311M — down 13% from $358M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOC positions and 10 closed out — a net gain of 6 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was Fenimore Asset Management, adding an estimated $1.69M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $4.33M.

  • 120 institutional investors held Boston Omaha (BOC) as of Q3 2023, up from 115 in Q2 2023.
  • Funds reported $311M of Boston Omaha stock for Q3 2023, down 13% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q3 2023 and 10 closed out, a net change of +6 holders.
  • The largest Boston Omaha buyer in Q3 2023 was Fenimore Asset Management, an estimated $1.69M added.
  • The largest Boston Omaha seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2023.