Box
BOX
342 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 121 increasing their positions, 109 reducing their positions, and 52 closing their positions.
67% more call options, than puts
Call options by funds: $42.5M | Put options by funds: $25.5M
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
23% more capital invested
Capital invested by funds: $3.25B → $4.01B (+$756M)
11% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 109
9.67% more ownership
Funds ownership: 88.47% → 98.15% (+9.7%)
3% more funds holding
Funds holding: 332 → 342 (+10)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$260M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$59M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$29.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$55.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$37.5M |
| 3 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
-$26M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$25.2M |
| 5 |
JP Morgan Chase
New York
|
-$22.3M |
BOX Hedge Fund Activity: Q1 2024 in Review
342 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2024, worth a combined $4.01B — up 23% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BOX positions and 52 closed out — a net gain of 13 holders — while 121 added to existing stakes and 109 trimmed.
The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Morgan Stanley, cutting an estimated $55.9M.
- 342 institutional investors held Box (BOX) as of Q1 2024, up from 332 in Q4 2023.
- Funds reported $4.01B of Box stock for Q1 2024, up 23% quarter-over-quarter.
- 65 funds opened new Box positions in Q1 2024 and 52 closed out, a net change of +13 holders.
- The largest Box buyer in Q1 2024 was BlackRock, an estimated $260M added.
- The largest Box seller in Q1 2024 was Morgan Stanley, an estimated $55.9M sold.
Based on aggregated 13F filings for Q1 2024.