Boise Cascade
246 hedge funds and large institutions have $2.2B invested in Boise Cascade in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 28 closing their positions.
104% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $5.27M
79% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 28
23% more capital invested
Capital invested by funds: $1.79B → $2.2B (+$407M)
8% more funds holding
Funds holding: 227 → 246 (+19)
1.68% less ownership
Funds ownership: 95.59% → 93.91% (-1.7%)
27% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 98
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.7M |
| 2 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$14.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.2M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$12.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$29.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$16.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$13.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$11.1M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$10.9M |
BCC Hedge Fund Activity: Q1 2021 in Review
246 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q1 2021, worth a combined $2.2B — up 23% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new BCC positions and 28 closed out — a net gain of 22 holders — while 72 added to existing stakes and 98 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $17.7M. The largest seller was BlackRock, cutting an estimated $29.1M.
- 246 institutional investors held Boise Cascade (BCC) as of Q1 2021, up from 227 in Q4 2020.
- Funds reported $2.2B of Boise Cascade stock for Q1 2021, up 23% quarter-over-quarter.
- 50 funds opened new Boise Cascade positions in Q1 2021 and 28 closed out, a net change of +22 holders.
- The largest Boise Cascade buyer in Q1 2021 was Wasatch Advisors, an estimated $17.7M added.
- The largest Boise Cascade seller in Q1 2021 was BlackRock, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2021.