Boise Cascade
366 hedge funds and large institutions have $4.98B invested in Boise Cascade in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 120 increasing their positions, 141 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 32
50% more call options, than puts
Call options by funds: $33.6M | Put options by funds: $22.4M
30% more capital invested
Capital invested by funds: $3.84B → $4.98B (+$1.14B)
5% more funds holding
Funds holding: 347 → 366 (+19)
3.42% more ownership
Funds ownership: 93.77% → 97.19% (+3.4%)
15% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$66.5M |
| 2 |
Morgan Stanley
New York
|
+$54.6M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$44M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$26.7M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$23.3M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$14.2M |
| 3 |
Goldman Sachs
New York
|
-$9.72M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$8.99M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$6.05M |
BCC Hedge Fund Activity: Q4 2023 in Review
366 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q4 2023, worth a combined $4.98B — up 30% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BCC positions and 32 closed out — a net gain of 24 holders — while 120 added to existing stakes and 141 trimmed.
The largest buyer was BlackRock, adding an estimated $66.5M. The largest seller was Victory Capital Management, cutting an estimated $23.3M.
- 366 institutional investors held Boise Cascade (BCC) as of Q4 2023, up from 347 in Q3 2023.
- Funds reported $4.98B of Boise Cascade stock for Q4 2023, up 30% quarter-over-quarter.
- 56 funds opened new Boise Cascade positions in Q4 2023 and 32 closed out, a net change of +24 holders.
- The largest Boise Cascade buyer in Q4 2023 was BlackRock, an estimated $66.5M added.
- The largest Boise Cascade seller in Q4 2023 was Victory Capital Management, an estimated $23.3M sold.
Based on aggregated 13F filings for Q4 2023.