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 ($7.0m this quarter). Holder counts are more reliable. Shares outstanding: 38.9m as of 2024-07-26, 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 ≈ $119.28. Options: 8 managers hold calls ($13.5m notional), 8 hold puts ($6.8m).
Trends to Q2 2024
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 |
| Q1 2024 | 385 |
| Q2 2024 | 372 |
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 |
| Q1 2024 | 164 | 200 |
| Q2 2024 | 173 | 199 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $33.9m | $14.4m | 0.42 |
| Q4 2023 | $33.6m | $22.4m | 0.67 |
| Q1 2024 | $23.3m | $18.4m | 0.79 |
| Q2 2024 | $13.5m | $6.8m | 0.51 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.0m |
| WESTWOOD HOLDINGS GROUP INC | Added | +579.8k |
| MARSHALL WACE, LLP | Added | +184.8k |
| Skandinaviska Enskilda Banken AB (publ) | Added | +120.6k |
| JANE STREET GROUP, LLC | Added | +65.4k |
| MACQUARIE GROUP LTD | Added | +61.2k |
| Qube Research & Technologies Ltd | Added | +57.9k |
| FIRST TRUST ADVISORS LP | Added | +57.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +51.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +50.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -757.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -443.5k |
| Point72 Asset Management, L.P. | Sold out | -221.6k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -213.1k |
| Driehaus Capital Management LLC | Sold out | -207.5k |
| JPMORGAN CHASE & CO | Reduced | -117.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -105.3k |
| BlackRock Inc. | Reduced | -97.2k |
| FEDERATED HERMES, INC. | Reduced | -91.6k |
| VANGUARD GROUP INC | Reduced | -66.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.3m44.8k shares |
| CITADEL ADVISORS LLC | Reduced | $5.1m42.5k shares |
| Cubist Systematic Strategies, LLC | Reduced | $953.8k8.0k shares |
| GROUP ONE TRADING LLC | Reduced | $870.3k7.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $715.0k6.0k shares |
| JANE STREET GROUP, LLC | Reduced | $429.2k3.6k shares |
| Walleye Capital LLC | Added | $119.2k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7m22.8k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m17.1k shares |
| Walleye Capital LLC | Added | $548.4k4.6k shares |
| Cubist Systematic Strategies, LLC | Reduced | $536.5k4.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $524.0k4.4k shares |
| JANE STREET GROUP, LLC | Reduced | $453.0k3.8k shares |
| Walleye Trading LLC | Reduced | $23.8k200 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 |
|---|---|
| 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 Q2 2024
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2024 | 0 | — | 3 | $2.9m | — |
| Q2 2024 | 0 | — | 3 | $1.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-15 | Strom Jeffrey Robert EVP, BMD | Sold | $420.0k3.0k shares |
| 2024-05-13 | Twedt Jill SVP General Counsel & Corp Sec | Sold | $250.0k1.9k shares |
| 2024-05-09 | Strom Jeffrey Robert EVP, BMD | Sold | $337.5k2.5k shares |
| 2024-04-05 | HOGANS MACK L Director | Sold | $180 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.2m $858.9m | Reduced -97.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.6m $550.0m | Reduced -66.8k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 2.8m $335.4m | Added +22.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 2.7m $324.3m | Added +1.0m |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $181.4m | Reduced -7.0k |
| Pacer Advisors, Inc. 0.34% of their portfolio | 1.2m $147.7m | Reduced -53.8k |
| MACQUARIE GROUP LTD 0.16% of their portfolio | 1.2m $143.2m | Added +61.2k |
| WESTWOOD HOLDINGS GROUP INC 0.62% of their portfolio | 1.1m $133.3m | Added +579.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $131.0m | Added +50.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.39% of their portfolio | 1.1m $127.9m | Reduced -213.1k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 897.1k $107.0m | Added +21.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 599.2k $71.4m | Reduced -117.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 527.4k $62.9m | Reduced -11.6k |
| Invesco Ltd. 0.01% of their portfolio | 474.4k $56.6m | Reduced -9.6k |
| NORGES BANK 0.01% of their portfolio | 474.0k $56.5m | Reduced -10.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 461.4k $55.0m | Reduced -4.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.22% of their portfolio | 443.3k $52.8m | Added +34.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 428.4k $51.1m | Added +6.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 414.3k $49.4m | Added +57.3k |
| LSV ASSET MANAGEMENT 0.10% of their portfolio | 401.7k $47.9m | Reduced -39.1k |
| MORGAN STANLEY 0.00% of their portfolio | 394.9k $47.1m | Reduced -757.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.22% of their portfolio | 383.0k $45.7m | Added +120.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 288.4k $34.4m | Added +51.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 236.5k $28.2m | Reduced -24.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 215.4k $25.7m | Reduced -23.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 211.6k $25.2m | Reduced -8.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 203.9k $24.3m | Reduced -19.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 203.0k $24.2m | Added +44.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 201.6k $24.0m | Reduced -21.9k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 194.4k $23.2m | Added +1.7k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 191.0k $22.8m | Added +184.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 158.6k $18.9m | Reduced -7.5k |
| Brandywine Global Investment Management, LLC 0.13% of their portfolio | 141.9k $16.9m | Added +16.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 141.3k $16.8m | Reduced -45.7k |
| Baird Financial Group, Inc. 0.03% of their portfolio | 141.1k $16.8m | Added +11.0k |
| GLENMEDE TRUST CO NA 0.08% of their portfolio | 138.5k $16.5m | Reduced -50.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.07% of their portfolio | 132.8k $15.8m | Reduced -467 |
| Rathbones Group PLC 0.09% of their portfolio | 132.4k $15.8m | Reduced -6.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 120.7k $14.5m | Reduced -32.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 118.5k $14.1m | Reduced -3.2k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 118.4k $14.1m | Added +57.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 116.2k $13.9m | Added +14.1k |
| Advisors Asset Management, Inc. 0.27% of their portfolio | 114.1k $13.6m | Reduced -21.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 113.0k $13.5m | Added +6.2k |
| Legal & General Group Plc 0.00% of their portfolio | 110.1k $13.1m | Reduced -1.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 107.8k $12.9m | Reduced -168 |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 97.2k $11.6m | Reduced -4.1k |
| Cambria Investment Management, L.P. 0.70% of their portfolio | 95.4k $11.4m | Added +10.0k |
| Man Group plc 0.03% of their portfolio | 86.9k $10.4m | Added +5.0k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 86.9k $10.4m | Added +5.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 85.7k $10.2m | Added +1.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 81.2k $9.7m | Added +65.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 79.9k $9.5m | Reduced -658 |
| ALGERT GLOBAL LLC 0.31% of their portfolio | 79.3k $9.5m | Added +6.1k |
| Swiss National Bank 0.01% of their portfolio | 77.8k $9.3m | Reduced -300 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 74.2k $8.8m | Reduced -3.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 69.2k $8.3m | Added +902 |
| California Public Employees Retirement System 0.01% of their portfolio | 65.7k $7.8m | Added +4.6k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 57.2k $6.8m | Reduced -91.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 56.9k $6.8m | Reduced -15.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 55.6k $6.6m | Reduced -4.8k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 50.4k $5.9m | Reduced -7.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 50.2k $6.0m | Added +471 |
| ASSETMARK, INC 0.02% of their portfolio | 49.5k $5.9m | Added +3.4k |
| FMR LLC 0.00% of their portfolio | 48.7k $5.8m | Added +1.2k |
| BI Asset Management Fondsmaeglerselskab A/S 0.09% of their portfolio | 48.4k $5.8m | Reduced -39.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 47.2k $5.6m | Added +6.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 47.1k $5.6m | Added +17.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 45.1k $5.4m | Added +20.1k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 44.9k $5.4m | Reduced -25.6k |
| UBS Group AG 0.00% of their portfolio | 43.8k $5.2m | Reduced -55.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 43.6k $5.2m | Added +1.5k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.24% of their portfolio | 43.4k $5.2m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 42.2k $5.0m | Reduced -6.8k |
| Miller Value Partners, LLC 3.05% of their portfolio | 40.0k $4.8m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 39.1k $4.7m | Reduced -1.1k |
| CITIGROUP INC 0.00% of their portfolio | 38.6k $4.6m | Added +2.4k |
| TD Asset Management Inc 0.00% of their portfolio | 37.3k $4.4m | Reduced -1.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 33.8k $4.0m | Added +11.1k |
| BARCLAYS PLC 0.00% of their portfolio | 33.0k $3.9m | Reduced -22.2k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 32.8k $3.9m | Reduced -1.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 31.9k $3.8m | Added +2.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 31.0k $3.7m | Added +2.3k |
| QRG CAPITAL MANAGEMENT, INC. 0.04% of their portfolio | 30.7k $3.7m | Added +1.4k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 30.4k $3.6m | Added +26.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 29.9k $3.6m | Reduced -600 |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 29.9k $3.6m | Reduced -2.2k |
| Oliver Luxxe Assets LLC 0.75% of their portfolio | 29.8k $3.6m | Added +439 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 29.6k $3.5m | First filing |
| TWINBEECH CAPITAL LP 0.07% of their portfolio | 28.9k $3.4m | New |
| United Capital Management of KS, Inc. 0.74% of their portfolio | 28.2k $3.4m | Added +386 |
| Moran Wealth Management, LLC 0.11% of their portfolio | 27.4k $3.3m | Added +141 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.7k $3.2m | Added +43 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 26.0k $3.1m | Reduced -4.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 25.2k $3.0m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 25.1k $3.0m | Added +3.1k |
| LEUTHOLD GROUP, LLC 0.34% of their portfolio | 24.9k $3.0m | Reduced -234 |
| COMERICA BANK 0.01% of their portfolio | 24.0k $2.9m | Reduced -1.6k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 23.2k $2.8m | Reduced -939 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 23.0k $2.7m | Unchanged |