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250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Steph & Co
Wisconsin
$77K +$76.8K +4,581 New
SPIA
202
Steward Partners Investment Advisory
New York
$62K -$28.2K -1,680 -31%
1W
203
1776 Wealth
Georgia
$53K +$53.7K +3,200 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$51K
BFEC
205
Benjamin F. Edwards & Company
Missouri
$48K -$8.39K -500 -15%
EW
206
Evoke Wealth
California
$45.4K
WT
207
Whittier Trust
California
$41K
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K
WTC
209
WhitTier Trust Company
Nevada
$36K
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$34K +$18.1K +1,080 +116%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$33.6K
CIA
212
CSat Investment Advisory
Michigan
$33K
TRCT
213
Tower Research Capital (TRC)
New York
$32K -$43.3K -2,579 -57%
US Bancorp
214
US Bancorp
Minnesota
$32K +$2.52K +150 +8%
TCOV
215
Trust Company of Vermont
Vermont
$27K
EWM
216
Edge Wealth Management
New York
$23K
LWM
217
Lenox Wealth Management
Ohio
$17K
NSIM
218
North Star Investment Management
Illinois
$17K
OIA
219
Optimum Investment Advisors
Illinois
$17K
GWM
220
Geneos Wealth Management
Colorado
$16K
Federated Hermes
221
Federated Hermes
Pennsylvania
$14K -$956 -57 -6%
EA
222
Emerald Advisers
Pennsylvania
$13K +$13.4K +800 New
CFD
223
Creative Financial Designs
Indiana
$10K
MI
224
Markston International
New York
$6K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$6K

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.