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 ($13.1m this quarter). Holder counts are more reliable. Shares outstanding: 39.5m as of 2024-02-09, 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 ≈ $129.39. Options: 12 managers hold calls ($33.6m notional), 11 hold puts ($22.4m).
Trends to Q4 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 |
| Q4 2023 | 367 |
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 |
| Q4 2023 | 161 | 172 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $10.1m | $4.9m | 0.48 |
| Q2 2023 | $15.5m | $5.1m | 0.33 |
| Q3 2023 | $33.9m | $14.4m | 0.42 |
| Q4 2023 | $33.6m | $22.4m | 0.67 |
Biggest buyers
| BlackRock Inc. | Added | +619.6k |
| MORGAN STANLEY | Added | +508.8k |
| Pacer Advisors, Inc. | Added | +409.9k |
| JPMORGAN CHASE & CO | Added | +284.0k |
| Driehaus Capital Management LLC | New | +249.3k |
| LSV ASSET MANAGEMENT | Added | +158.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +108.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Added | +103.8k |
| Man Group plc | New | +93.6k |
| Pictet Asset Management Holding SA | Added | +74.1k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -217.1k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -132.4k |
| Man Group plc | Sold out | -127.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -90.6k |
| NORGES BANK | Reduced | -83.8k |
| PRUDENTIAL FINANCIAL INC | Reduced | -56.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -53.2k |
| Bank of New York Mellon Corp | Reduced | -52.4k |
| NOMURA HOLDINGS INC | Reduced | -49.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -43.8k |
Biggest calls
| PEAK6 Investments LLC | Added | $8.7m67.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.8m60.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.6m35.7k shares |
| CITADEL ADVISORS LLC | Reduced | $3.7m28.6k shares |
| Cubist Systematic Strategies, LLC | Reduced | $3.4m26.4k shares |
| Walleye Trading LLC | Reduced | $1.8m13.7k shares |
| Walleye Capital LLC | Reduced | $1.3m10.2k shares |
| GROUP ONE TRADING LLC | Added | $944.3k7.3k shares |
| JANE STREET GROUP, LLC | Reduced | $698.5k5.4k shares |
| WOLVERINE TRADING, LLC | Added | $465.7k3.6k shares |
Biggest puts
| Cubist Systematic Strategies, LLC | Reduced | $5.9m45.6k shares |
| Caption Management, LLC | New | $4.7m36.0k shares |
| GRATIA CAPITAL, LLC | Unchanged | $3.0m23.5k shares |
| Walleye Trading LLC | Added | $2.3m17.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m14.4k shares |
| Walleye Capital LLC | Reduced | $1.8m13.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m7.9k shares |
| PEAK6 Investments LLC | Added | $853.8k6.6k shares |
| WOLVERINE TRADING, LLC | Added | $620.9k4.8k shares |
| SIMPLEX TRADING, LLC | Added | $452.0k3.5k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2023 | 0 | — | 2 | $716.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-05 | Taylor Sue Ying Director | Sold | $170.6k1.5k shares |
| 2023-11-06 | COOPER STEVEN C Director | Sold | $546.0k5.3k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.03% of their portfolio | 7.6m $981.0m | Added +619.6k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.7m $609.2m | Added +36.0k |
| DIMENSIONAL FUND ADVISORS LP 0.11% of their portfolio | 2.8m $362.5m | Added +29.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $193.2m | Added +71.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.73% of their portfolio | 1.4m $187.4m | Reduced -24.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.4m $175.0m | Added +3.3k |
| MACQUARIE GROUP LTD 0.20% of their portfolio | 1.3m $174.3m | Reduced -1.3k |
| Pacer Advisors, Inc. 0.40% of their portfolio | 1.1m $141.9m | Added +409.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $131.1m | Added +52.2k |
| MORGAN STANLEY 0.01% of their portfolio | 908.2k $117.5m | Added +508.8k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 809.7k $104.7m | Added +108.4k |
| WESTWOOD HOLDINGS GROUP INC 0.66% of their portfolio | 605.8k $78.4m | Reduced -41.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 596.9k $77.2m | Added +284.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 581.1k $75.2m | Added +4.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 494.8k $64.0m | Reduced -52.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.36% of their portfolio | 475.5k $61.5m | Added +4.8k |
| NORGES BANK 0.01% of their portfolio | 466.8k $60.4m | Reduced -83.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 465.6k $60.2m | Added +17.9k |
| LSV ASSET MANAGEMENT 0.13% of their portfolio | 446.1k $57.7m | Added +158.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.28% of their portfolio | 431.4k $55.8m | Reduced -4.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 421.9k $54.6m | Added +12.1k |
| Invesco Ltd. 0.01% of their portfolio | 317.0k $41.0m | Reduced -17.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 310.2k $40.1m | Added +4.0k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 304.4k $39.4m | Added +55.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 297.1k $38.4m | Added +7.5k |
| Driehaus Capital Management LLC 0.39% of their portfolio | 249.3k $32.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 247.3k $32.0m | Added +1.9k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 220.7k $28.6m | Reduced -7.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 220.0k $28.5m | Reduced -3.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 183.4k $23.7m | Reduced -2.1k |
| GLENMEDE TRUST CO NA 0.12% of their portfolio | 176.6k $22.8m | Reduced -4.4k |
| Rathbones Group PLC 0.14% of their portfolio | 173.0k $22.4m | Reduced -23.7k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 170.2k $22.0m | Added +3.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 161.0k $20.9m | Reduced -10.8k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 158.8k $20.5m | Added +22.2k |
| Advisors Asset Management, Inc. 0.40% of their portfolio | 152.1k $19.7m | Reduced -27.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 148.4k $19.2m | Reduced -53.2k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 141.9k $18.4m | Reduced -30.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 138.9k $18.0m | Reduced -90.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.08% of their portfolio | 134.0k $17.3m | Reduced -19.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 124.0k $16.0m | Added +1.4k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 120.7k $15.6m | Reduced -11.5k |
| Brandywine Global Investment Management, LLC 0.12% of their portfolio | 117.3k $15.2m | Reduced -12.0k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 114.5k $14.8m | Reduced -56.4k |
| Baird Financial Group, Inc. 0.03% of their portfolio | 114.3k $14.8m | Added +12.3k |
| Legal & General Group Plc 0.00% of their portfolio | 111.4k $14.4m | Reduced -988 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.25% of their portfolio | 110.4k $14.3m | Added +103.8k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 99.0k $12.8m | Reduced -10.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 95.0k $12.3m | Added +11.5k |
| Man Group plc 0.03% of their portfolio | 93.6k $12.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 91.0k $11.8m | Reduced -8.6k |
| UBS Group AG 0.00% of their portfolio | 88.2k $11.4m | Reduced -3.8k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 88.0k $11.4m | Reduced -41.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 86.7k $11.2m | Reduced -217.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.4k $11.2m | Reduced -9.8k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 82.2k $10.6m | Added +33.2k |
| ALGERT GLOBAL LLC 0.42% of their portfolio | 81.4k $10.5m | Reduced -2.0k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 78.8k $10.2m | Added +74.1k |
| Swiss National Bank 0.01% of their portfolio | 78.1k $10.1m | Reduced -9.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 75.9k $9.8m | Reduced -23.0k |
| BARCLAYS PLC 0.01% of their portfolio | 75.4k $9.8m | Added +37.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 67.2k $8.7m | Added +10.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.18% of their portfolio | 65.3k $8.4m | Reduced -43.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 62.0k $8.0m | Added +4.8k |
| FMR LLC 0.00% of their portfolio | 61.6k $8.0m | Added +45.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.2k $7.8m | Added +38.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 60.2k $7.8m | Added +1.3k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 58.9k $7.6m | Added +20.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 56.5k $7.3m | Added +13.6k |
| Premier Fund Managers Ltd 0.32% of their portfolio | 56.4k $7.3m | Added +3.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 51.8k $6.7m | Reduced -14 |
| BI Asset Management Fondsmaeglerselskab A/S 0.14% of their portfolio | 50.0k $6.5m | Reduced -7.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 45.1k $5.8m | Reduced -2.2k |
| ASSETMARK, INC 0.02% of their portfolio | 43.5k $5.6m | Added +3.9k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.29% of their portfolio | 43.4k $5.6m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 42.4k $5.5m | Reduced -1.9k |
| CITIGROUP INC 0.01% of their portfolio | 41.8k $5.4m | Added +19.2k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 40.1k $5.2m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 39.5k $5.1m | Added +16.8k |
| TD Asset Management Inc 0.00% of their portfolio | 39.3k $5.1m | Added +2.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.10% of their portfolio | 37.4k $4.8m | Reduced -1.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 35.8k $4.6m | Reduced -21.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 34.2k $4.4m | Added +577 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 34.0k $4.4m | Added +8.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 33.4k $4.3m | Added +6.5k |
| NOMURA HOLDINGS INC 0.04% of their portfolio | 33.0k $4.3m | Reduced -49.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.8k $4.1m | Added +43 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 31.4k $4.1m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 31.4k $4.1m | Reduced -28.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 30.8k $4.0m | Added +108 |
| Amundi 0.00% of their portfolio | 29.8k $3.8m | Added +412 |
| Oliver Luxxe Assets LLC 0.90% of their portfolio | 29.7k $3.8m | Reduced -3.4k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 29.6k $3.8m | Added +9.9k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 29.2k $3.8m | Added +1.1k |
| Informed Momentum Co LLC 0.65% of their portfolio | 28.4k $3.7m | Added +14.9k |
| QRG CAPITAL MANAGEMENT, INC. 0.05% of their portfolio | 28.2k $3.6m | Added +2.2k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 28.1k $3.6m | Reduced -2.2k |
| Moran Wealth Management, LLC 0.13% of their portfolio | 27.7k $3.6m | Added +585 |
| United Capital Management of KS, Inc. 1.05% of their portfolio | 26.8k $3.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 26.5k $3.4m | Added +6.4k |