Box
326 hedge funds and large institutions have $3.1B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.
168% more call options, than puts
Call options by funds: $41.8M | Put options by funds: $15.6M
45% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 31
2% more funds holding
Funds holding: 321 → 326 (+5)
5% more capital inflows, than outflows
Capital inflows: $462M | Capital outflows: $440M
0.18% less ownership
Funds ownership: 85.05% → 84.87% (-0.18%)
23% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 128
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$64.5M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$48.7M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$43.9M |
| 4 |
Stephens Investment Management Group
Houston,
Texas
|
+$28.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$81.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$34.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$25.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$25M |
BOX Hedge Fund Activity: Q2 2022 in Review
326 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2022, worth a combined $3.1B — down 13% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new BOX positions and 31 closed out — a net gain of 14 holders — while 98 added to existing stakes and 128 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $64.5M. The largest seller was Fidelity International, cutting an estimated $81.1M.
- 326 institutional investors held Box (BOX) as of Q2 2022, up from 321 in Q1 2022.
- Funds reported $3.1B of Box stock for Q2 2022, down 13% quarter-over-quarter.
- 45 funds opened new Box positions in Q2 2022 and 31 closed out, a net change of +14 holders.
- The largest Box buyer in Q2 2022 was Allianz Asset Management, an estimated $64.5M added.
- The largest Box seller in Q2 2022 was Fidelity International, an estimated $81.1M sold.
Based on aggregated 13F filings for Q2 2022.