Box
BOX
276 hedge funds and large institutions have $2.23B invested in Box in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 49 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 66
16% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 49
2% more funds holding
Funds holding: 270 → 276 (+6)
6% less capital invested
Capital invested by funds: $2.39B → $2.23B (-$153M)
6.42% less ownership
Funds ownership: 72.44% → 66.02% (-6.4%)
48% less call options, than puts
Call options by funds: $41.9M | Put options by funds: $80M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$31.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$29.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$27.8M |
| 4 |
Two Sigma Investments
New York
|
+$27M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$59.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.9M |
| 3 |
Renaissance Technologies
New York
|
-$47.2M |
| 4 |
JP Morgan Chase
New York
|
-$38.5M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$23.1M |
BOX Hedge Fund Activity: Q3 2018 in Review
276 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2018, worth a combined $2.23B — down 6.4% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BOX positions and 49 closed out — a net gain of 8 holders — while 112 added to existing stakes and 66 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $31.1M. The largest seller was Wells Fargo, cutting an estimated $59.1M.
- 276 institutional investors held Box (BOX) as of Q3 2018, up from 270 in Q2 2018.
- Funds reported $2.23B of Box stock for Q3 2018, down 6.4% quarter-over-quarter.
- 57 funds opened new Box positions in Q3 2018 and 49 closed out, a net change of +8 holders.
- The largest Box buyer in Q3 2018 was ClearBridge Investments, an estimated $31.1M added.
- The largest Box seller in Q3 2018 was Wells Fargo, an estimated $59.1M sold.
Based on aggregated 13F filings for Q3 2018.