BlueLinx
BXC
125 hedge funds and large institutions have $362M invested in BlueLinx in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
14% more funds holding
Funds holding: 110 → 125 (+15)
0.33% less ownership
Funds ownership: 76.53% → 76.2% (-0.33%)
1% less capital invested
Capital invested by funds: $364M → $362M (-$2.04M)
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
75% less call options, than puts
Call options by funds: $9.04M | Put options by funds: $35.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$9.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$8.62M |
| 3 |
JP Morgan Chase
New York
|
+$3.05M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.98M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$6.73M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$4.19M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.04M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.83M |
BXC Hedge Fund Activity: Q3 2021 in Review
125 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q3 2021, worth a combined $362M — down 0.56% from $364M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BXC positions and 9 closed out — a net gain of 17 holders — while 40 added to existing stakes and 43 trimmed.
The largest buyer was Royce & Associates, adding an estimated $9.1M. The largest seller was Portolan Capital Management, cutting an estimated $6.73M.
- 125 institutional investors held BlueLinx (BXC) as of Q3 2021, up from 110 in Q2 2021.
- Funds reported $362M of BlueLinx stock for Q3 2021, down 0.56% quarter-over-quarter.
- 26 funds opened new BlueLinx positions in Q3 2021 and 9 closed out, a net change of +17 holders.
- The largest BlueLinx buyer in Q3 2021 was Royce & Associates, an estimated $9.1M added.
- The largest BlueLinx seller in Q3 2021 was Portolan Capital Management, an estimated $6.73M sold.
Based on aggregated 13F filings for Q3 2021.