BlueLinx
BXC
168 hedge funds and large institutions have $721M invested in BlueLinx in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 34 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 49
35% more call options, than puts
Call options by funds: $5.05M | Put options by funds: $3.74M
0.52% more ownership
Funds ownership: 88.95% → 89.47% (+0.52%)
7% less funds holding
Funds holding: 181 → 168 (-13)
28% less capital invested
Capital invested by funds: $1B → $721M (-$280M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
35% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.8M |
| 2 |
Morgan Stanley
New York
|
+$4.34M |
| 3 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$4.23M |
| 4 |
MIM
Meros Investment Management
Dallas,
Texas
|
+$4.17M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$20M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.07M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.65M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.33M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.94M |
BXC Hedge Fund Activity: Q2 2024 in Review
168 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q2 2024, worth a combined $721M — down 28% from $1B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of BXC and 22 opened new positions — a net loss of 12 holders — while 49 trimmed existing stakes and 70 added.
The largest buyer was BlackRock, adding an estimated $13.8M. The largest seller was Voss Capital, cutting an estimated $20M.
- 168 institutional investors held BlueLinx (BXC) as of Q2 2024, down from 181 in Q1 2024.
- Funds reported $721M of BlueLinx stock for Q2 2024, down 28% quarter-over-quarter.
- 22 funds opened new BlueLinx positions in Q2 2024 and 34 closed out, a net change of -12 holders.
- The largest BlueLinx buyer in Q2 2024 was BlackRock, an estimated $13.8M added.
- The largest BlueLinx seller in Q2 2024 was Voss Capital, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2024.