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Boise Cascade

206 hedge funds and large institutions have $905M invested in Boise Cascade in 2020 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $689K | Put options by funds: $235K

19% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 68

0.56% less ownership

Funds ownership: 96.93%96.38% (-0.56%)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

3% less funds holding

Funds holding: 212206 (-6)

34% less capital invested

Capital invested by funds: $1.38B → $905M (-$475M)

Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
4.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
81
Reduced
68
Closed
42
Calls
$689K
Puts
$235K
Net Calls
+$454K
Net Calls Change
-$767K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M -$4.33M -127,611 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$6.5M +191,316 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$75.9M -$807K -23,760 -0.7%
Macquarie Group
4
Macquarie Group
Australia
$56.6M +$10.5M +308,441 +15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$34.2M +$19.9K +587 +0%
State Street
6
State Street
Massachusetts
$31M +$3.73M +109,860 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$21.5M +$8.87M +261,315 +41%
Norges Bank
8
Norges Bank
Norway
$20.9M
Northern Trust
9
Northern Trust
Illinois
$19.9M +$46.8K +1,377 +0.2%
GT
10
Glenmede Trust
Pennsylvania
$19.3M
Ameriprise
11
Ameriprise
Minnesota
$19.2M +$1.78M +52,438 +7%
Goldman Sachs
12
Goldman Sachs
New York
$18.9M +$2.42M +71,373 +10%
N
13
Nuveen
North Carolina
$16M -$286K -8,408 -1%
PCM
14
Peregrine Capital Management
Minnesota
$15.9M +$77.2K +2,273 +0.3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$15.1M +$1.85M +54,422 +9%
Charles Schwab
16
Charles Schwab
California
$14.7M +$1.03M +30,193 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.1M -$552K -16,249 -3%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$10.6M +$668K +19,660 +5%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$9.48M -$59.5K -1,753 -0.4%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.52M -$413K -12,157 -4%
UBS AM
21
UBS AM
Illinois
$7.47M -$1.56M -45,834 -13%
Bank of America
22
Bank of America
North Carolina
$6.63M -$570K -16,794 -6%
Marshall Wace
23
Marshall Wace
United Kingdom
$6.31M +$2.53M +74,557 +39%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.95M -$3.71M -109,242 -30%
AQR Capital Management
25
AQR Capital Management
Connecticut
$5.9M +$3.21M +94,574 +62%

BCC Hedge Fund Activity: Q1 2020 in Review

206 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q1 2020, worth a combined $905M — down 34% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BCC and 38 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 81 added.

The largest buyer was Macquarie Group, adding an estimated $10.5M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $17.2M sold.

  • 206 institutional investors held Boise Cascade (BCC) as of Q1 2020, down from 212 in Q4 2019.
  • Funds reported $905M of Boise Cascade stock for Q1 2020, down 34% quarter-over-quarter.
  • 38 funds opened new Boise Cascade positions in Q1 2020 and 42 closed out, a net change of -4 holders.
  • The largest Boise Cascade buyer in Q1 2020 was Macquarie Group, an estimated $10.5M added.
  • The largest Boise Cascade seller in Q1 2020 was Copper Rock Capital Partners, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2020.