Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bluelinx Hldgs Inc (BXC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — BXC

Based on 146 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BXC 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 — 83% of 3.0Y peak

83% of all-time peak
146 funds currently hold this stock — 83% of the 3.0-year high of 176 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold BXC compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

81 buying64 selling
Last quarter: 81 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new BXC position: 18 → 21 → 19 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 21% new
91 out of 146 hedge funds have held BXC 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.
📈

Growing discovery — still being found

23 → 18 → 21 → 19 → 29 new funds/Q
New funds entering each quarter: 18 → 21 → 19 → 29. A growing number of institutions are discovering BXC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 151 holders: 98 (65%) are 2+ year veterans, 14 entered 1–2 years ago, and 39 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
41 of 145 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — BXC

In 2026 Q1, 81 hedge funds were net buyers of BXC (29 opened a new position, 52 added to an existing one), while 64 reduced or exited (45 trimmed, 19 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 34% of total institutional value in BXC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 146.

Hedge Fund Ownership: BXC

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

Market Analysis: BXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BXC

-- --

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

Is It Too Late to Buy Bluelinx Hldgs Inc (BXC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BXC has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
BXC
nan%
XLI
+11.9%

BXC outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BXC
nan%
XLI
+5.5%

Since the filing became public, BXC outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BXC
146 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 146 136 7.35%
13F Shares 8M 8M -3.14%
Total Value $413M $489M -15.58%
New Positions 29 19 +10
Increased Positions 51 50 +1
Closed Positions 19 30 -11
Reduced Positions 43 48 -5
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: BXC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

146 + investors

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

QUARTER:
Top 25 BXC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mill Road Capital Management LLC 3.83% 134,964 $7.3M
2 Jb Capital Partners LP 3.67% 393,649 $21.3M
3 Towle & Co 2.20% 104,587 $5.7M
4 Medina Value Partners, LLC 1.92% 168,777 $9.1M
5 Meros Investment Management, LP 1.65% 70,270 $3.8M
6 Punch & Associates Investment Management, INC. 1.01% 321,874 $17.4M
7 Third Avenue Management LLC 0.57% 64,369 $3.5M
8 Gendell Jeffrey L 0.55% 739,523 $40.1M
9 Vines Capital Management, LLC 0.41% 7,548 $409K
10 De Lisle Partners LLP 0.31% 47,873 $2.6M
11 Heartland Advisors Inc 0.25% 92,075 $5.0M
12 Divisadero Street Capital Management, LP 0.23% 103,141 $5.6M
13 Atom Investors LP 0.23% 58,298 $3.2M
14 River Road Asset Management, LLC 0.15% 243,914 $13.2M
15 LongView Wealth Management 0.11% 7,893 $447K
16 Polar Asset Management Partners Inc. 0.09% 82,500 $4.5M
17 Round Rock Advisors LLC 0.08% 10,017 $543K
18 Numerai GP LLC 0.07% 13,370 $724K
19 Bridgeway Capital Management, LLC 0.06% 51,469 $2.8M
20 Empowered Funds, LLC 0.04% 110,018 $6.0M
21 XTX Topco Ltd 0.03% 36,698 $2.0M
22 Jacobs Levy Equity Management, Inc 0.03% 126,129 $6.8M
23 Susquehanna Fundamental Investments, LLC 0.03% 14,134 $766K
24 Mutual Advisors, LLC 0.03% 23,609 $1.3M
25 Occudo Quantitative Strategies LP 0.02% 8,579 $454K
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 — Bluelinx Hldgs Inc (BXC)

What does the Smart Money Trend signal show for BXC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BXC 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 BXC?

Slight buying edge — 56% buying: Last quarter: 81 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BXC holders?

Strong quality — 34% AUM from major funds: 41 of 145 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BXC?

62% of holders stayed for 2+ years: 91 out of 146 hedge funds have held BXC 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.

Is it too late to buy Bluelinx Hldgs Inc (BXC) following the 2026 Q1 hedge fund 13F filings?

As of today, BXC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BXC has gained nan% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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