BlueLinx
BXC
163 hedge funds and large institutions have $567M invested in BlueLinx in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 24 closing their positions.
63% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 24
9% more funds holding
Funds holding: 150 → 163 (+13)
1.28% more ownership
Funds ownership: 79.57% → 80.85% (+1.3%)
20% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 61
23% less capital invested
Capital invested by funds: $739M → $567M (-$171M)
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
66% less call options, than puts
Call options by funds: $7.81M | Put options by funds: $23.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$13.9M |
| 2 |
Millennium Management
New York
|
+$13.4M |
| 3 |
GJL
Gendell Jeffrey L
|
+$8.67M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$4.97M |
| 5 |
VC
Voss Capital
Houston,
Texas
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$14.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.6M |
| 3 |
AI
Acuitas Investments
Seattle,
Washington
|
-$5.52M |
| 4 |
MIM
Meros Investment Management
Dallas,
Texas
|
-$5.52M |
| 5 |
JP Morgan Chase
New York
|
-$4.81M |
BXC Hedge Fund Activity: Q1 2022 in Review
163 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q1 2022, worth a combined $567M — down 23% from $739M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BXC positions and 24 closed out — a net gain of 15 holders — while 49 added to existing stakes and 61 trimmed.
The largest buyer was DZ Bank, opening a new position worth an estimated $13.9M. The largest seller was Portolan Capital Management, cutting an estimated $14.9M.
- 163 institutional investors held BlueLinx (BXC) as of Q1 2022, up from 150 in Q4 2021.
- Funds reported $567M of BlueLinx stock for Q1 2022, down 23% quarter-over-quarter.
- 39 funds opened new BlueLinx positions in Q1 2022 and 24 closed out, a net change of +15 holders.
- The largest BlueLinx buyer in Q1 2022 was DZ Bank, an estimated $13.9M added.
- The largest BlueLinx seller in Q1 2022 was Portolan Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2022.