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BlueLinx
BXC

150 hedge funds and large institutions have $739M invested in BlueLinx in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

104% more capital invested

Capital invested by funds: $362M → $739M (+$376M)

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

20% more funds holding

Funds holding: 125 → 150 (+25)

3.36% more ownership

Funds ownership: 76.2% → 79.57% (+3.4%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

66% less call options, than puts

Call options by funds: $16M | Put options by funds: $46.4M

Holders
150
Holders Change
+25
Holders Change %
+20%
% of All Funds
2.31%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
44
Increased
43
Reduced
50
Closed
18
Calls
$16M
Puts
$46.4M
Net Calls
-$30.4M
Net Calls Change
-$3.71M

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$13.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.83M
3
PCM
Portolan Capital Management
Massachusetts
+$6.24M
4
VC
Voss Capital
Texas
+$4.56M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
SCM
Solas Capital Management
Connecticut
-$10.8M
2
GJL
Gendell Jeffrey L
-$9.29M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.43M
4
RA
Royce & Associates
New York
-$5.39M
5
JCP
JB Capital Partners
New York
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$6.26M -$168K -2,481 -4%
EI
27
EAM Investors
California
$6.16M +$2.56M +37,769 +142%
AC
28
Apogem Capital
New York
$5.74M -$855K -12,620 -17%
DSCM
29
Divisadero Street Capital Management
Florida
$5.71M +$4.04M +59,620 New
AI
30
Acuitas Investments
Washington
$5.52M +$645K +9,532 +20%
MIM
31
Meros Investment Management
Texas
$5.52M +$3.9M +57,633 New
CAM
32
ClariVest Asset Management
California
$5.24M +$579K +8,553 +19%
Renaissance Technologies
33
Renaissance Technologies
New York
$4.8M +$1.72M +25,400 +103%
Citadel Advisors
34
Citadel Advisors
Florida
$4.67M -$176K -2,601 -5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$4.29M +$3.03M +44,764 New
GC
36
Globeflex Capital
California
$3.95M – – –
Marshall Wace
37
Marshall Wace
United Kingdom
$3.88M +$2.74M +40,505 New
SCM
38
Solas Capital Management
Connecticut
$3.83M -$10.8M -160,000 -80%
CAM
39
Crown Advisors Management
California
$3.83M -$2.03M -30,000 -43%
Invesco
40
Invesco
Georgia
$3.67M -$778K -11,482 -23%
EGI
41
EAM Global Investors
California
$3.6M +$2.55M +37,607 New
N
42
Nuveen
North Carolina
$3.44M -$210K -3,108 -7%
American Century Companies
43
American Century Companies
Missouri
$3.44M +$1.35M +19,982 +126%
CM
44
CastleKnight Management
New York
$3.09M +$2.19M +32,300 New
PP
45
PDT Partners
New York
$2.89M -$135 -2 -0%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M +$1.95M +28,830 New
DA
47
Denali Advisors
California
$2.72M +$1.92M +28,423 New
FG
48
Formula Growth
Quebec, Canada
$2.68M +$1.9M +28,000 New
SEI Investments
49
SEI Investments
Pennsylvania
$2.66M -$676K -9,977 -26%
QC
50
Quantedge Capital
Singapore
$2.65M +$1.88M +27,700 New
1
2
3 4 5

BXC Hedge Fund Activity: Q4 2021 in Review

150 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q4 2021, worth a combined $739M — up 104% from $362M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BXC positions and 18 closed out — a net gain of 26 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $13.1M. The largest seller was Solas Capital Management, cutting an estimated $10.8M.

  • 150 institutional investors held BlueLinx (BXC) as of Q4 2021, up from 125 in Q3 2021.
  • Funds reported $739M of BlueLinx stock for Q4 2021, up 104% quarter-over-quarter.
  • 44 funds opened new BlueLinx positions in Q4 2021 and 18 closed out, a net change of +26 holders.
  • The largest BlueLinx buyer in Q4 2021 was Driehaus Capital Management, an estimated $13.1M added.
  • The largest BlueLinx seller in Q4 2021 was Solas Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.