Boise Cascade
326 hedge funds and large institutions have $2.35B invested in Boise Cascade in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 19 closing their positions.
179% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 19
69% more call options, than puts
Call options by funds: $11M | Put options by funds: $6.5M
11% more funds holding
Funds holding: 294 → 326 (+32)
7% more capital invested
Capital invested by funds: $2.2B → $2.35B (+$148M)
0.51% less ownership
Funds ownership: 93.72% → 93.21% (-0.51%)
17% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 126
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$16.2M |
| 2 |
Renaissance Technologies
New York
|
+$8.15M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$6.59M |
| 4 |
BlackRock
New York
|
+$6.37M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.69M |
| 3 |
Morgan Stanley
New York
|
-$8.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$6.88M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.42M |
BCC Hedge Fund Activity: Q4 2022 in Review
326 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Boise Cascade (BCC) for Q4 2022, worth a combined $2.35B — up 6.7% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BCC positions and 19 closed out — a net gain of 34 holders — while 105 added to existing stakes and 126 trimmed.
The largest buyer was Norges Bank, adding an estimated $16.2M. The largest seller was Fidelity Investments, cutting an estimated $13.8M.
- 326 institutional investors held Boise Cascade (BCC) as of Q4 2022, up from 294 in Q3 2022.
- Funds reported $2.35B of Boise Cascade stock for Q4 2022, up 6.7% quarter-over-quarter.
- 53 funds opened new Boise Cascade positions in Q4 2022 and 19 closed out, a net change of +34 holders.
- The largest Boise Cascade buyer in Q4 2022 was Norges Bank, an estimated $16.2M added.
- The largest Boise Cascade seller in Q4 2022 was Fidelity Investments, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2022.