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BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
226
American Trust Investment Advisors
New Hampshire
$1.33M +$203K +2,395 +17%
IMC Chicago
227
IMC Chicago
Illinois
$1.33M +$1.36M +16,122 New
P
228
&Partners
Tennessee
$1.29M +$763K +9,024 +136%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.29M +$360K +4,256 +37%
CCM
230
Cox Capital Management
Massachusetts
$1.29M +$1.32M +15,656 New
CAM
231
Cresset Asset Management
Illinois
$1.28M +$413K +4,878 +46%
NYLIM
232
New York Life Investment Management
New York
$1.26M -$74.1K -876 -5%
GIA
233
Gateway Investment Advisers
Ohio
$1.24M -$193K -2,280 -13%
GCP
234
GSA Capital Partners
United Kingdom
$1.24M -$644K -7,613 -34%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$1.2M -$65.9K -779 -5%
X
236
Xponance
Pennsylvania
$1.19M +$592 +7 +0%
IIM
237
INTECH Investment Management
Florida
$1.18M -$903K -10,680 -43%
VPIM
238
Vanguard Personalized Indexing Management
California
$1.16M -$60.1K -710 -5%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$1.15M
QT
240
Quantbot Technologies
New York
$1.13M -$9.73K -115 -0.8%
LTAS
241
Linden Thomas Advisory Services
North Carolina
$1.1M +$55.6K +657 +5%
NG
242
Norden Group
Utah
$1.1M +$10.1K +119 +0.9%
LAM
243
Lifestyle Asset Management
Texas
$1.09M +$28.7K +339 +3%
Federated Hermes
244
Federated Hermes
Pennsylvania
$1.09M +$64.8K +766 +6%
Creative Planning
245
Creative Planning
Kansas
$1.05M +$294K +3,473 +37%
M&T Bank
246
M&T Bank
New York
$982K -$59.6K -705 -6%
MC
247
Maverick Capital
Texas
$962K +$986K +11,659 New
RP
248
Riverwater Partners
Wisconsin
$957K -$131K -1,552 -12%
GAM
249
Gotham Asset Management
New York
$945K +$259K +3,062 +36%
STA
250
Summit Trail Advisors
New York
$923K -$385K -4,557 -29%

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.