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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
342
Holders Change
+10
Holders Change %
+3.01%
% of All Funds
4.93%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
121
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$260M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$60.4M
3
State Street
State Street
Massachusetts
+$59M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.7M
5
Principal Financial Group
Principal Financial Group
Iowa
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$37.5M
3
FCM
Freshford Capital Management
New York
-$26M
4
SIMG
Stephens Investment Management Group
Texas
-$25.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
376
Stephens Inc
Arkansas
– -$143K -5,595 Closed
Credit Agricole
377
Credit Agricole
France
– -$122K -4,760 Closed
WTG
378
West Tower Group
Virginia
– -$74.1K -2,895 Closed
VFA
379
Virtus Fund Advisers
Connecticut
– -$33.1K -1,292 Closed
FBC
380
Fairfield, Bush & Co
Connecticut
– -$25.6K -1,000 Closed
CIA
381
Cape Investment Advisory
Georgia
– -$23.6K -920 Closed
MSWM
382
McGlone Suttner Wealth Management
Wisconsin
– -$19.9K -777 Closed
ETC
383
Exchange Traded Concepts
Oklahoma
– -$8.17K -319 Closed
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
– -$6.4K -250 Closed
SWA
385
SOA Wealth Advisors
New York
– -$5.12K -200 Closed
BGAI
386
Bruce G. Allen Investments
Colorado
– -$3K -117 Closed
Jones Financial Companies
387
Jones Financial Companies
Missouri
– -$2.61K -102 Closed
OP
388
ORG Partners
Indiana
– -$2.56K -100 Closed
AT
389
Arlington Trust
Alabama
– -$1.74K -68 Closed
RDIA
390
RE Dickinson Investment Advisors
Iowa
– -$1K -45 Closed
LC
391
Lindbrook Capital
California
– -$666 -26 Closed
AF
392
Advisornet Financial
Minnesota
– -$538 -21 Closed
EPW
393
Evergreen Private Wealth
Colorado
– -$179 -7 Closed
12 13 14 15
16

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.