BLUELINX HLDGS INC BXC
COM NEW · Common Stock · CUSIP 09624H208
United States wholesale distributor of building and industrial products
- SectorIndustrials
- IndustryWholesale-Lumber, Plywood, Millwork & Wood Panels
- HeadquartersMarietta, GA
- Founded2004
- Websitebluelinxco.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Shares outstanding: 9.0m as of 2022-10-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $71.18. Options: 10 managers hold calls ($11.9m notional), 10 hold puts ($10.8m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 154 |
| Q4 2022 | 145 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $13.7m | $12.8m | 0.93 |
| Q4 2022 | $11.9m | $10.8m | 0.91 |
Biggest buyers
| Voss Capital, LP | Added | +71.2k |
| WINMILL & CO. INC | New | +70.9k |
| UBS Group AG | Added | +68.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +57.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +44.2k |
| Portolan Capital Management, LLC | Added | +43.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +40.0k |
| Divisadero Street Capital Management, LP | Added | +23.6k |
| JPMORGAN CHASE & CO | Added | +19.0k |
| BlackRock Inc. | Added | +18.8k |
Biggest sellers
| APOGEM CAPITAL LLC | Sold out | -71.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Sold out | -34.5k |
| TWO SIGMA ADVISERS, LP | Reduced | -34.4k |
| Trexquant Investment LP | Sold out | -27.2k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -26.0k |
| Quantedge Capital Pte Ltd | Reduced | -25.9k |
| Dynamic Technology Lab Private Ltd | Sold out | -22.6k |
| VANGUARD GROUP INC | Reduced | -22.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -18.3k |
| STIFEL FINANCIAL CORP | Sold out | -17.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.8m67.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m26.6k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m25.5k shares |
| PEAK6 Investments LLC | Added | $1.6m23.1k shares |
| Walleye Trading LLC | Reduced | $725.3k10.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $455.0k6.4k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $355.6k5.0k shares |
| Belvedere Trading LLC | New | $163.6k2.3k shares |
| GROUP ONE TRADING LLC | Reduced | $14.2k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m39.1k shares |
| CITADEL ADVISORS LLC | Added | $2.0m28.4k shares |
| GROUP ONE TRADING LLC | Reduced | $1.9m26.3k shares |
| Walleye Trading LLC | Reduced | $1.3m18.6k shares |
| PEAK6 Investments LLC | Reduced | $1.2m17.1k shares |
| JANE STREET GROUP, LLC | Reduced | $924.4k13.0k shares |
| SIMPLEX TRADING, LLC | Added | $334.0k4.7k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $284.4k4.0k shares |
| Belvedere Trading LLC | New | $35.6k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| GENDELL JEFFREY L 13G · passive investor +1.0 pts · filed 2026-05-15 | 9.4% |
| BlackRock, Inc. 13G · institution -3.9 pts · filed 2026-04-24 | 7.9% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $435.1k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 809.5k $57.6m | Added +18.8k |
| Voss Capital, LP 8.32% of their portfolio | 599.7k $42.6m | Added +71.2k |
| GENDELL JEFFREY L 3.50% of their portfolio | 554.5k $39.4m | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.50% of their portfolio | 544.1k $38.7m | Reduced -12.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 483.8k $34.4m | Reduced -22.2k |
| Nokomis Capital, L.L.C. 12.90% of their portfolio | 429.6k $30.6m | Reduced -12.1k |
| JB CAPITAL PARTNERS LP 7.35% of their portfolio | 393.6k $28.0m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 387.1k $27.5m | Added +44.2k |
| Portolan Capital Management, LLC 1.42% of their portfolio | 200.8k $14.3m | Added +43.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 186.6k $13.3m | Added +19.0k |
| STATE STREET CORP 0.00% of their portfolio | 183.6k $13.1m | Added +3.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 165.6k $11.8m | Reduced -284 |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 149.5k $10.6m | Added +6.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 144.6k $10.3m | Added +40.0k |
| Rock Creek Group LLC 1.15% of their portfolio | 132.5k $9.4m | Added +7.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.24% of their portfolio | 128.6k $9.1m | Added +57.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 117.6k $8.4m | Reduced -26.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 116.3k $8.3m | Added +18.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 106.3k $7.6m | Added +9.7k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 92.9k $6.6m | Reduced -34.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 89.3k $6.4m | Reduced -698 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 88.4k $6.3m | Added +16.7k |
| Hillsdale Investment Management Inc. 0.43% of their portfolio | 71.5k $5.1m | Added +200 |
| WINMILL & CO. INC 1.84% of their portfolio | 70.9k $5.0m | New |
| UBS Group AG 0.00% of their portfolio | 69.5k $4.9m | Added +68.9k |
| Divisadero Street Capital Management, LP 3.60% of their portfolio | 67.6k $4.8m | Added +23.6k |
| DENALI ADVISORS LLC 1.77% of their portfolio | 59.4k $4.2m | Added +918 |
| GLOBEFLEX CAPITAL L P 0.53% of their portfolio | 59.0k $4.2m | Reduced -7.1k |
| FORMULA GROWTH LTD 1.22% of their portfolio | 58.6k $4.2m | Reduced -14.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 58.3k $4.1m | Reduced -5.5k |
| West Tower Group, LLC 10.21% of their portfolio | 52.6k $3.7m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 46.4k $3.3m | Reduced -1.4k |
| Invesco Ltd. 0.00% of their portfolio | 45.6k $3.2m | Added +13.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 42.1k $3.0m | Reduced -4.3k |
| HENNESSY ADVISORS INC 0.18% of their portfolio | 37.6k $2.7m | Added +500 |
| ClariVest Asset Management LLC 0.12% of their portfolio | 36.3k $2.6m | Reduced -305 |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 34.4k $2.4m | Reduced -14.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 32.8k $2.3m | Reduced -6.3k |
| MORGAN STANLEY 0.00% of their portfolio | 31.7k $2.3m | Reduced -14.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 31.1k $2.2m | Added +13.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 29.1k $2.1m | Reduced -6 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 27.3k $1.9m | Reduced -3.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.0k $1.9m | Added +188 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 25.8k $1.8m | Added +11.7k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 24.7k $1.8m | Added +390 |
| Quantedge Capital Pte Ltd 0.58% of their portfolio | 24.5k $1.7m | Reduced -25.9k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 24.3k $1.7m | Added +11.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 24.3k $1.7m | Reduced -8.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 23.6k $1.7m | Added +13.5k |
| Mariner, LLC 0.01% of their portfolio | 23.5k $1.7m | Reduced -1.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 23.5k $1.7m | Reduced -173 |
| Swiss National Bank 0.00% of their portfolio | 22.4k $1.6m | Reduced -600 |
| BARCLAYS PLC 0.00% of their portfolio | 21.4k $1.5m | First filing |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 19.4k $1.4m | Added +2.2k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 18.3k $1.3m | Added +6.4k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 18.3k $1.3m | Added +4.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 15.2k $1.1m | Reduced -18.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.1k $1.0m | Added +7.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 14.1k $1.0m | Reduced -3.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.1k $999.0k | Reduced -248 |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 14.0k $996.7k | Added +700 |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 13.4k $954.2k | Reduced -2.3k |
| WealthPLAN Partners, LLC 0.08% of their portfolio | 13.2k $1.2m | First filing |
| WealthPlan Investment Management, LLC 0.08% of their portfolio | 13.2k $1.2m | New |
| PDT Partners, LLC 0.15% of their portfolio | 12.7k $904.2k | Reduced -414 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.4k $883.0k | Added +32 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 12.2k $864.6k | Reduced -3.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 11.6k $822.4k | Reduced -298 |
| TOWLE & CO 0.11% of their portfolio | 11.5k $819.9k | Added +3.6k |
| AXA S.A. 0.00% of their portfolio | 11.4k $810.7k | New |
| SummerHaven Investment Management, LLC 0.46% of their portfolio | 10.9k $773.7k | Added +162 |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 10.8k $765.9k | Reduced -6 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 10.6k $751.1k | Reduced -9 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.5k $749.4k | Added +5.5k |
| Old Well Partners, LLC 0.62% of their portfolio | 10.1k $715.1k | Added +6.1k |
| Game Creek Capital, LP 0.45% of their portfolio | 10.0k $711.1k | Reduced -9.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 9.5k $678.7k | Reduced -3.1k |
| STRS OHIO 0.00% of their portfolio | 9.2k $654.0k | Reduced -700 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 9.0k $640.0k | Added +1.7k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 8.5k $604.9k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 8.4k $594.6k | Reduced -334 |
| Campbell & CO Investment Adviser LLC 0.14% of their portfolio | 8.1k $577.0k | Reduced -1.4k |
| Perritt Capital Management Inc 0.32% of their portfolio | 8.0k $568.9k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 7.9k $565.0k | Added +1.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 7.9k $563.1k | Unchanged |
| Alpha Paradigm Partners, LLC 0.22% of their portfolio | 7.5k $536.0k | Added +3.2k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 7.2k $512.0k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 7.2k $510.3k | Reduced -165 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 6.7k $476.4k | Added +900 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.3k $449.0k | Reduced -892 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 6.3k $444.9k | Added +1.9k |
| ISLAY CAPITAL MANAGEMENT, LLC 0.50% of their portfolio | 6.1k $434.9k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 5.6k $401.6k | Reduced -506 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.6k $395.7k | Reduced -3.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 5.2k $366.0k | Reduced -311 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 5.1k $361.0k | Reduced -2.7k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 5.1k $361.2k | Added +39 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 5.0k $357.7k | Added +1.3k |
| LPL Financial LLC 0.00% of their portfolio | 4.9k $350.7k | Reduced -300 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 4.8k $349.0k | Unchanged |