BOISE CASCADE CO DEL BCC
COM · Common Stock · CUSIP 09739D100
- SectorIndustrials
- IndustryWholesale-Lumber & Other Construction Materials
- HeadquartersBoise, ID
- 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 ($14.7m this quarter). Holder counts are more reliable. Shares outstanding: 39.6m as of 2023-10-27, 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 ≈ $103.43. Options: 11 managers hold calls ($33.9m notional), 11 hold puts ($14.4m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 294 |
| Q4 2022 | 326 |
| Q1 2023 | 303 |
| Q2 2023 | 316 |
| Q3 2023 | 349 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 148 | 146 |
| Q1 2023 | 140 | 164 |
| Q2 2023 | 147 | 151 |
| Q3 2023 | 152 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $11.0m | $6.5m | 0.59 |
| Q1 2023 | $10.1m | $4.9m | 0.48 |
| Q2 2023 | $15.5m | $5.1m | 0.33 |
| Q3 2023 | $33.9m | $14.4m | 0.42 |
Biggest buyers
| BlackRock Inc. | Added | +561.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +418.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +213.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +178.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +174.2k |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Added | +150.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +141.9k |
| Man Group plc | New | +127.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +87.4k |
| Skandinaviska Enskilda Banken AB (publ) | Added | +85.2k |
Biggest sellers
| MACQUARIE GROUP LTD | Reduced | -537.3k |
| WESTWOOD HOLDINGS GROUP INC | Reduced | -218.5k |
| Rathbones Group PLC | Reduced | -217.1k |
| CITADEL ADVISORS LLC | Reduced | -205.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -171.5k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -108.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Sold out | -104.8k |
| Verition Fund Management LLC | Reduced | -100.4k |
| Point72 Asset Management, L.P. | Reduced | -91.2k |
| Man Group plc | Sold out | -83.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.2m89.1k shares |
| PEAK6 Investments LLC | Reduced | $6.0m58.5k shares |
| Cubist Systematic Strategies, LLC | New | $4.5m44.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.8m36.4k shares |
| CITADEL ADVISORS LLC | Added | $3.3m31.9k shares |
| JANE STREET GROUP, LLC | Added | $2.8m27.6k shares |
| Walleye Capital LLC | New | $2.2m21.0k shares |
| Walleye Trading LLC | Added | $1.6m15.8k shares |
| WOLVERINE TRADING, LLC | New | $360.6k3.5k shares |
| GROUP ONE TRADING LLC | Reduced | $144.3k1.4k shares |
Biggest puts
| Cubist Systematic Strategies, LLC | Added | $4.8m46.6k shares |
| GRATIA CAPITAL, LLC | New | $2.4m23.5k shares |
| Walleye Capital LLC | New | $2.1m20.2k shares |
| Walleye Trading LLC | Added | $1.7m16.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m11.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m11.1k shares |
| PEAK6 Investments LLC | Reduced | $401.9k3.9k shares |
| WOLVERINE TRADING, LLC | New | $370.9k3.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $236.0k2.3k shares |
| GROUP ONE TRADING LLC | Unchanged | $61.8k600 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-28 | 15.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution filed 2025-04-15 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.4 pts · filed 2026-08-13 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2023
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 |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 2 | $882.2k | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 2 | $325.8k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $475.3k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 7 | $3.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-08-31 | Brown Dean Michael EVP, Wood Products | Sold | $598.1k5.5k shares |
| 2023-08-29 | Strom Jeffrey Robert EVP, BMD | Sold | $223.4k2.1k shares |
| 2023-08-28 | MATULA KRISTOPHER J Director | Sold | $928.0k8.6k shares |
| 2023-08-25 | CARLILE THOMAS E Director | Sold | $1.1m10.7k shares |
| 2023-08-25 | HOGANS MACK L Director | Sold | $506.6k4.8k shares |
| 2023-08-25 | Taylor Sue Ying Director | Sold | $31.5k300 shares |
| 2023-08-24 | Twedt Jill SVP General Counsel & Corp Sec | Sold | $264.9k2.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.0m $717.6m | Added +561.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.7m $481.5m | Added +43.9k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 2.8m $285.7m | Added +43.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.64% of their portfolio | 1.5m $151.8m | Added +178.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $146.5m | Added +27.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.3m $139.0m | Added +418.9k |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 1.3m $138.9m | Reduced -537.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 952.8k $98.9m | Added +141.9k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 701.3k $72.3m | Added +87.4k |
| Pacer Advisors, Inc. 0.27% of their portfolio | 687.1k $70.8m | Added +61.4k |
| WESTWOOD HOLDINGS GROUP INC 0.62% of their portfolio | 646.7k $66.6m | Reduced -218.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 577.1k $59.5m | Reduced -346 |
| NORGES BANK 0.01% of their portfolio | 550.6k $56.7m | Added +43.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 547.2k $56.4m | Reduced -11.5k |
| Skandinaviska Enskilda Banken AB (publ) 0.32% of their portfolio | 470.7k $48.5m | Added +85.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 447.7k $46.1m | Added +174.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.27% of their portfolio | 435.8k $44.9m | Reduced -16.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 409.8k $42.2m | Added +25.9k |
| MORGAN STANLEY 0.00% of their portfolio | 399.4k $41.2m | Reduced -11.7k |
| Invesco Ltd. 0.01% of their portfolio | 334.5k $34.5m | Added +620 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 312.9k $32.2m | Reduced -38.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 306.2k $31.6m | Added +213.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 303.7k $31.3m | Reduced -108.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 289.6k $29.8m | Reduced -2.8k |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 287.7k $29.6m | Added +72.5k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 249.4k $25.7m | Reduced -4.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 245.4k $25.3m | Reduced -58.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 229.5k $23.6m | Added +70.5k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 227.9k $23.8m | Reduced -403 |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 223.6k $23.0m | Reduced -7.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 201.7k $20.8m | Reduced -12.3k |
| Rathbones Group PLC 0.15% of their portfolio | 196.7k $20.3m | Reduced -217.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 185.5k $19.1m | Reduced -22.4k |
| GLENMEDE TRUST CO NA 0.11% of their portfolio | 181.0k $18.6m | Reduced -2.1k |
| Advisors Asset Management, Inc. 0.40% of their portfolio | 180.0k $18.5m | Reduced -15.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% of their portfolio | 174.4k $18.0m | Added +150.4k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 172.1k $17.7m | Reduced -91.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 171.9k $18.1m | Reduced -8.9k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 171.0k $17.6m | Added +18.8k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 166.7k $17.2m | Reduced -7.4k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.08% of their portfolio | 153.8k $15.8m | Reduced -25.2k |
| PANAGORA ASSET MANAGEMENT INC 0.10% of their portfolio | 152.6k $15.7m | Reduced -1.2k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 136.6k $14.1m | Added +20.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 132.1k $13.6m | Reduced -3.3k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 129.4k $13.3m | Reduced -61.7k |
| Brandywine Global Investment Management, LLC 0.12% of their portfolio | 129.3k $13.3m | Reduced -414 |
| Man Group plc 0.04% of their portfolio | 127.3k $13.1m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 122.6k $12.6m | Added +611 |
| Legal & General Group Plc 0.00% of their portfolio | 112.4k $11.6m | Reduced -3.0k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 109.4k $11.3m | Reduced -23.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.27% of their portfolio | 109.1k $11.2m | Reduced -171.5k |
| Baird Financial Group, Inc. 0.03% of their portfolio | 102.0k $10.5m | Added +10.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 99.6k $10.3m | Added +100 |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 98.9k $10.2m | Reduced -30.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 96.2k $9.9m | Added +21.0k |
| UBS Group AG 0.00% of their portfolio | 91.9k $9.5m | Reduced -22.8k |
| Swiss National Bank 0.01% of their portfolio | 87.1k $9.0m | Added +800 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 83.5k $8.6m | Reduced -8.7k |
| ALGERT GLOBAL LLC 0.40% of their portfolio | 83.4k $8.6m | Reduced -13.4k |
| NOMURA HOLDINGS INC 0.09% of their portfolio | 82.8k $8.5m | Added +66.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 59.4k $6.1m | Added +7.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 58.9k $6.1m | Reduced -12.3k |
| BI Asset Management Fondsmaeglerselskab A/S 0.14% of their portfolio | 57.8k $6.0m | Added +47.6k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 57.4k $5.9m | Added +19.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 57.2k $5.9m | Reduced -1.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 56.5k $5.8m | Added +37.4k |
| Empowered Funds, LLC 0.16% of their portfolio | 54.3k $5.6m | Reduced -59.5k |
| Premier Fund Managers Ltd 0.26% of their portfolio | 52.9k $5.6m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 51.8k $5.3m | Added +406 |
| Public Sector Pension Investment Board 0.04% of their portfolio | 48.9k $5.0m | Reduced -21.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 47.3k $4.9m | Reduced -7.2k |
| Campbell & CO Investment Adviser LLC 0.56% of their portfolio | 45.4k $4.7m | Added +27.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 44.3k $4.6m | Reduced -4.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 43.8k $4.5m | Reduced -205.3k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.26% of their portfolio | 43.4k $4.5m | Unchanged |
| California Public Employees Retirement System 0.00% of their portfolio | 42.8k $4.4m | New |
| ASSETMARK, INC 0.02% of their portfolio | 39.6k $4.1m | Added +1.2k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 39.6k $4.1m | New |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 38.9k $4.0m | Reduced -4.4k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 38.2k $4.0m | Reduced -5.6k |
| BARCLAYS PLC 0.00% of their portfolio | 38.0k $3.9m | Added +667 |
| TD Asset Management Inc 0.00% of their portfolio | 36.4k $3.8m | Added +6.4k |
| SG Americas Securities, LLC 0.05% of their portfolio | 35.9k $3.7m | New |
| Global IMC LLC 0.99% of their portfolio | 35.6k $3.7m | Reduced -6.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 34.5k $3.6m | Added +17.8k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 33.6k $3.5m | Reduced -1.2k |
| Oliver Luxxe Assets LLC 0.88% of their portfolio | 33.2k $3.4m | Added +29 |
| Verition Fund Management LLC 0.05% of their portfolio | 32.9k $3.4m | Reduced -100.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.7k $3.3m | Reduced -1.9k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 31.4k $3.2m | Reduced -1.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 30.9k $3.2m | Added +23.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 30.7k $3.2m | Reduced -2.1k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 30.3k $3.1m | Reduced -4.8k |
| Amundi 0.00% of their portfolio | 29.4k $2.8m | Added +503 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 28.2k $2.9m | Added +11.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 28.1k $2.9m | Added +11.0k |
| Moran Wealth Management, LLC 0.11% of their portfolio | 27.1k $2.8m | Added +778 |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 27.0k $2.8m | Added +3.2k |
| HRT FINANCIAL LP 0.03% of their portfolio | 26.8k $2.8m | Added +1.2k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 26.5k $2.7m | Reduced -18.3k |