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Boston Omaha

136 hedge funds and large institutions have $299M invested in Boston Omaha in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $437K | Put options by funds: $88K

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

13% more funds holding

Funds holding: 120136 (+16)

0.16% more ownership

Funds ownership: 62.74%62.89% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $311M → $299M (-$11.7M)

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
42
Reduced
37
Closed
11
Calls
$437K
Puts
$88K
Net Calls
+$349K
Net Calls Change
+$552K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Magnolia Group
Nebraska
$87.9M
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$38.5M
BlackRock
3
BlackRock
New York
$27.1M +$1.68M +110,405 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.4M +$390K +25,674 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.5M -$174K -11,452 -1%
FAM
6
Fenimore Asset Management
New York
$12.8M +$1.87M +123,095 +18%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$11.1M -$875K -57,638 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.46M +$413K +27,210 +6%
LKIM
9
Lawson Kroeker Investment Management
Nebraska
$7.34M +$83.7K +5,513 +1%
State Street
10
State Street
Massachusetts
$7.14M +$405K +26,707 +6%
ICP
11
Ironvine Capital Partners
Nebraska
$5.57M -$1.51M -99,165 -22%
ECM
12
Elgethun Capital Management
South Dakota
$4.99M +$1.25M +82,604 +35%
ACH
13
ArrowMark Colorado Holdings
Colorado
$4.72M +$1.52K +100 +0%
Morgan Stanley
14
Morgan Stanley
New York
$4.11M +$2.71M +178,699 +216%
Northern Trust
15
Northern Trust
Illinois
$3.34M +$156K +10,286 +5%
APG
16
Abacus Planning Group
South Carolina
$3.28M
Citadel Advisors
17
Citadel Advisors
Florida
$2.68M -$384K -25,301 -13%
GKFF
18
George Kaiser Family Foundation
Oklahoma
$2.22M -$1.6M -105,614 -43%
SMP
19
Santa Monica Partners
Florida
$2.11M
Marshall Wace
20
Marshall Wace
United Kingdom
$2.05M +$1.35M +88,889 +215%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.03M -$751K -49,438 -28%
N
22
Nuveen
North Carolina
$1.81M -$96.1K -6,331 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.2M +$395 +26 +0%
Goldman Sachs
24
Goldman Sachs
New York
$1.08M -$87.8K -5,785 -8%
Charles Schwab
25
Charles Schwab
California
$973K -$1.7K -112 -0.2%

BOC Hedge Fund Activity: Q4 2023 in Review

136 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q4 2023, worth a combined $299M — down 3.8% from $311M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BOC positions and 11 closed out — a net gain of 16 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.71M. The largest seller was Greenwood Gearhart, cutting an estimated $8.62M.

  • 136 institutional investors held Boston Omaha (BOC) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $299M of Boston Omaha stock for Q4 2023, down 3.8% quarter-over-quarter.
  • 27 funds opened new Boston Omaha positions in Q4 2023 and 11 closed out, a net change of +16 holders.
  • The largest Boston Omaha buyer in Q4 2023 was Morgan Stanley, an estimated $2.71M added.
  • The largest Boston Omaha seller in Q4 2023 was Greenwood Gearhart, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.