Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Boise Cascade Co Del (BCC)

327 + Investors. Track Smart Money conviction in BCC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — BCC

Based on 327 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
327 funds currently hold this stock — 89% of the 3.0-year high of 366 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BCC is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

160 buying176 selling
Last quarter: 176 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 55 → 49 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 13% new
214 out of 327 hedge funds have held BCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~50 new funds/quarter

41 → 48 → 55 → 49 → 50 new funds/Q
New funds entering each quarter: 48 → 55 → 49 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 16% newcomers

■ 74% veterans ■ 10% 1-2yr ■ 16% new
Entry-cohort mix of 335 holders: 247 (74%) are 2+ year veterans, 35 entered 1–2 years ago, and 53 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
55 of 327 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in BCC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BCC

In 2026 Q2, 160 hedge funds were net buyers of BCC (50 opened a new position, 110 added to an existing one), while 176 reduced or exited (129 trimmed, 47 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 62% of total institutional value in BCC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 327.

Hedge Fund Ownership: BCC

How many hedge funds hold BCC — quarterly history vs. share price
Quarterly hedge fund ownership of BCC vs. share price

Market Analysis: BCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BCC
327 + Investors

Track Smart Money conviction in BCC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 327 324 0.93%
13F Shares 34M 34M -1.79%
Total Value $2.59B $2.59B 0.13%
New Positions 50 49 +1
Increased Positions 107 110 -3
Closed Positions 47 45 +2
Reduced Positions 128 107 +21
Total Calls 4 5 -20.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BCC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

327 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BCC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BCC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Third Avenue Management LLC 7.47% 602,086 $46.7M
2 Medina Value Partners, LLC 3.50% 230,042 $17.9M
3 Atlas FRM LLC 1.48% 445,000 $34.5M
4 Miller Value Partners, LLC 0.68% 37,000 $2.9M
5 Concentric Capital Strategies, LP 0.57% 132,706 $10.3M
6 Peregrine Capital Management LLC 0.48% 189,787 $14.7M
7 Carnegie Lake Advisors LLC 0.46% 16,030 $1.2M
8 Olympiad Research LP 0.42% 2,601 $202K
9 MQS Management LLC 0.37% 3,922 $304K
10 Numerai GP LLC 0.34% 52,893 $4.1M
11 SummerHaven Investment Management, LLC 0.32% 7,616 $591K
12 Bridge City Capital, LLC 0.31% 17,341 $1.3M
13 Shay Capital LLC 0.27% 54,000 $4.2M
14 Paradigm Capital Management Inc/Ny 0.22% 104,775 $8.1M
15 Atom Investors LP 0.22% 31,404 $2.4M
16 Dynamic Technology Lab Private Ltd 0.21% 12,336 $958K
17 Baker Ellis Asset Management LLC 0.21% 25,900 $2.0M
18 R Squared Ltd 0.19% 4,652 $361K
19 Linden Thomas Advisory Services, LLC 0.17% 26,737 $2.1M
20 Lighthouse Investment Partners, LLC 0.16% 77,759 $6.0M
21 Jacobs Levy Equity Management, Inc 0.16% 573,230 $44.5M
22 Fox Run Management, L.L.C. 0.16% 12,358 $959K
23 Gilpin Wealth Management, LLC 0.14% 2,663 $207K
24 Bayforest Capital Ltd 0.13% 1,846 $143K
25 James Investment Research, INC. 0.13% 16,552 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Boise Cascade Co Del (BCC)

What does the Smart Money Trend signal show for BCC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BCC?

More sellers than buyers — 48% buying: Last quarter: 176 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BCC holders?

Elite ownership — 62% AUM from top-100 funds: 55 of 327 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in BCC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BCC?

65% of holders stayed for 2+ years: 214 out of 327 hedge funds have held BCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →