BlueLinx
BXC
155 hedge funds and large institutions have $518M invested in BlueLinx in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 30 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
27% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 49
10% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $11.7M
0.68% less ownership
Funds ownership: 80.85% → 80.17% (-0.68%)
5% less funds holding
Funds holding: 163 → 155 (-8)
9% less capital invested
Capital invested by funds: $567M → $518M (-$49.5M)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.5M |
| 2 |
BlackRock
New York
|
+$10.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.32M |
| 4 |
GJL
Gendell Jeffrey L
|
+$7.98M |
| 5 |
SG Americas Securities
New York
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$12.1M |
| 2 |
Millennium Management
New York
|
-$9.64M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$9.44M |
| 4 |
RA
Royce & Associates
New York
|
-$6.61M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$4.96M |
BXC Hedge Fund Activity: Q2 2022 in Review
155 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in BlueLinx (BXC) for Q2 2022, worth a combined $518M — down 8.7% from $567M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of BXC and 27 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 62 added.
The largest buyer was JP Morgan Chase, adding an estimated $11.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $12.1M sold.
- 155 institutional investors held BlueLinx (BXC) as of Q2 2022, down from 163 in Q1 2022.
- Funds reported $518M of BlueLinx stock for Q2 2022, down 8.7% quarter-over-quarter.
- 27 funds opened new BlueLinx positions in Q2 2022 and 30 closed out, a net change of -3 holders.
- The largest BlueLinx buyer in Q2 2022 was JP Morgan Chase, an estimated $11.5M added.
- The largest BlueLinx seller in Q2 2022 was Driehaus Capital Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2022.