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Boise Cascade

227 hedge funds and large institutions have $1.79B invested in Boise Cascade in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $1.93M

19% more capital invested

Capital invested by funds: $1.5B → $1.79B (+$292M)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 228227 (-1)

0.75% less ownership

Funds ownership: 96.34%95.59% (-0.75%)

23% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 92

Holders
227
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
92
Closed
35
Calls
$5.02M
Puts
$1.93M
Net Calls
+$3.09M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$1.43M +$194K +4,476 +18%
ZIM
102
Zacks Investment Management
Illinois
$1.4M -$75.9K -1,748 -6%
MAM
103
Martingale Asset Management
Massachusetts
$1.4M -$873K -20,098 -41%
JIR
104
James Investment Research
Ohio
$1.4M +$225K +5,175 +22%
VIA
105
Vident Investment Advisory
Georgia
$1.38M -$73.3K -1,688 -6%
VRS
106
Virginia Retirement Systems
Virginia
$1.38M +$52.1K +1,200 +4%
AG
107
Algert Global
California
$1.32M -$377K -8,668 -24%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$1.26M -$271K -6,250 -19%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$1.16M +$1.06M +24,300 New
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$1.14M +$71.7K +1,650 +7%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M +$41.8K +962 +4%
CF
112
Centaurus Financial
California
$1.1M +$1M +23,039 New
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$1.06M +$516K +11,868 +115%
SO
114
STRS Ohio
Ohio
$1.06M +$30.4K +700 +3%
SGAM
115
Smith Group Asset Management
Texas
$994K -$178K -4,100 -16%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$990K +$873K +20,100 +3,237%
HW
117
Hancock Whitney
Mississippi
$978K -$10.9K -252 -1%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$966K +$262K +6,025 +42%
GAM
119
Gotham Asset Management
New York
$939K +$138K +3,175 +19%
EGM
120
Engineers Gate Manager
New York
$935K -$136K -3,141 -14%
AIA
121
Affinity Investment Advisors
California
$903K
JCIA
122
Jackson Creek Investment Advisors
Colorado
$888K -$1.39K -32 -0.2%
Truist Financial
123
Truist Financial
North Carolina
$883K -$34.6K -797 -4%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$860K -$4.34K -100 -0.6%
CIM
125
Cambria Investment Management
California
$826K +$751K +17,296 New

BCC Hedge Fund Activity: Q4 2020 in Review

227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q4 2020, worth a combined $1.79B — up 19% from $1.5B a quarter earlier.

Fund positioning in BCC was balanced in Q4 2020: 35 funds opened new positions, 35 closed out, 71 added to existing stakes and 92 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.

  • 227 institutional investors held Boise Cascade (BCC) as of Q4 2020, down from 228 in Q3 2020.
  • Funds reported $1.79B of Boise Cascade stock for Q4 2020, up 19% quarter-over-quarter.
  • 35 funds opened new Boise Cascade positions in Q4 2020 and 35 closed out, a net change of 0 holders.
  • The largest Boise Cascade buyer in Q4 2020 was BlackRock, an estimated $11.1M added.
  • The largest Boise Cascade seller in Q4 2020 was JP Morgan Chase, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2020.