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Boise Cascade

145 hedge funds and large institutions have $1.08B invested in Boise Cascade in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

22% more funds holding

Funds holding: 119145 (+26)

14.07% more ownership

Funds ownership: 82.06%96.13% (+14%)

13% more capital invested

Capital invested by funds: $952M → $1.08B (+$128M)

30% less call options, than puts

Call options by funds: $648K | Put options by funds: $925K

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
42
Increased
54
Reduced
37
Closed
15
Calls
$648K
Puts
$925K
Net Calls
-$277K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M -$1.16M -39,193 -0.7%
WHG
2
Westwood Holdings Group
Texas
$65.1M -$3.98M -134,407 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55M +$7.4M +249,853 +15%
Ameriprise
4
Ameriprise
Minnesota
$45.9M +$5.43M +183,505 +13%
FCM
5
Frontier Capital Management
Massachusetts
$38.5M -$630K -21,299 -2%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$37.3M -$3.13M -105,900 -8%
BFA
7
BlackRock Fund Advisors
California
$36.5M +$28M +944,534 +287%
CWAM
8
Columbia Wanger Asset Management
Illinois
$29.2M
HA
9
Heartland Advisors
Wisconsin
$26.8M +$19.6M +662,135 +242%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$23.9M +$24.7M +835,193 New
PCM
11
Palisade Capital Management
New Jersey
$23.8M +$4.43M +149,637 +22%
AR
12
Advisory Research
Illinois
$23.8M -$3.34M -112,693 -12%
HLA
13
Hamilton Lane Advisors
Pennsylvania
$23.6M +$24.4M +824,451 New
PCM
14
Proxima Capital Management
New York
$20.8M -$4.89M -165,234 -19%
O
15
OppenheimerFunds
New York
$20M +$1.35M +45,458 +7%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$19.6M +$2.71M +91,699 +16%
Cohen & Steers
17
Cohen & Steers
New York
$18.5M +$17.5M +590,518 +1,043%
NIMC
18
NWQ Investment Management Company
California
$18M +$1.89M +63,950 +11%
GT
19
Glenmede Trust
Pennsylvania
$17.1M +$11.2M +379,338 +173%
Federated Hermes
20
Federated Hermes
Pennsylvania
$16.9M -$97.1K -3,279 -0.6%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$16.8M +$10.9M +369,464 +169%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$15.2M -$44.3K -1,495 -0.3%
MCM
23
Munder Capital Management
Michigan
$14.5M +$15M +507,263 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$14.2M +$14.7M +495,180 New
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$13.3M -$13.2M -445,900 -49%

BCC Hedge Fund Activity: Q1 2014 in Review

145 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q1 2014, worth a combined $1.08B — up 13% from $952M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BCC positions and 15 closed out — a net gain of 27 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $28M. The largest seller was SAB Capital Management, exiting entirely with an estimated $17M sold.

  • 145 institutional investors held Boise Cascade (BCC) as of Q1 2014, up from 119 in Q4 2013.
  • Funds reported $1.08B of Boise Cascade stock for Q1 2014, up 13% quarter-over-quarter.
  • 42 funds opened new Boise Cascade positions in Q1 2014 and 15 closed out, a net change of +27 holders.
  • The largest Boise Cascade buyer in Q1 2014 was BlackRock Fund Advisors, an estimated $28M added.
  • The largest Boise Cascade seller in Q1 2014 was SAB Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2014.