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BJs Wholesale Club

329 hedge funds and large institutions have $5.62B invested in BJs Wholesale Club in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.35% more ownership

Funds ownership: 106.77%110.11% (+3.3%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 118

3% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $31.9M

1% more funds holding

Funds holding: 326329 (+3)

8% less capital invested

Capital invested by funds: $6.09B → $5.62B (-$464M)

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
58
Increased
128
Reduced
118
Closed
53
Calls
$32.7M
Puts
$31.9M
Net Calls
+$853K
Net Calls Change
+$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VPI
251
Value Partners Investments
Manitoba, Canada
$280K +$300K +7,500 New
MML Investors Services
252
MML Investors Services
Massachusetts
$277K +$20.2K +505 +7%
SCM
253
Shelton Capital Management
Colorado
$274K
KeyBank National Association
254
KeyBank National Association
Ohio
$267K +$2.12K +53 +0.7%
ASN
255
Advisory Services Network
Georgia
$248K +$137K +3,435 +107%
FC
256
FORA Capital
Florida
$248K +$266K +6,661 New
AA
257
ALPS Advisors
Colorado
$247K -$5.31K -133 -2%
Rafferty Asset Management
258
Rafferty Asset Management
New York
$246K -$3.12K -78 -1%
1832 Asset Management
259
1832 Asset Management
Ontario, Canada
$243K
AA
260
AQR Arbitrage
Connecticut
$240K +$257K +6,427 New
JF
261
Jump Financial
Illinois
$232K -$867K -21,711 -78%
ACM
262
AlphaCrest Capital Management
New York
$231K +$248K +6,200 New
SGAM
263
Smith Group Asset Management
Texas
$227K -$400 -10 -0.2%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$226K +$23.1K +577 +11%
MLL
265
Moody Lynn & Lieberson
Massachusetts
$221K +$16.6K +415 +8%
RJT
266
Raymond James Trust
Florida
$218K +$234K +5,846 New
M&T Bank
267
M&T Bank
New York
$214K +$29.4K +736 +15%
BOPW
268
Brandywine Oak Private Wealth
Pennsylvania
$206K +$12.5K +312 +6%
PHK
269
Point72 Hong Kong
Hong Kong
$206K +$41.5K +1,038 +23%
FCBT
270
First Citizens Bank & Trust
North Carolina
$202K +$216K +5,406 New
PG
271
Pendal Group
Australia
$201K
WAM
272
World Asset Management
Michigan
$200K -$5.23K -131 -2%
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$187K +$38K +950 +23%
Ohio Public Employees Retirement System (OPERS)
274
Ohio Public Employees Retirement System (OPERS)
Ohio
$182K -$2.12M -52,982 -92%
PVH
275
Psagot Value Holdings
Israel
$174K

BJ Hedge Fund Activity: Q4 2020 in Review

329 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2020, worth a combined $5.62B — down 7.6% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BJ positions and 53 closed out — a net gain of 5 holders — while 128 added to existing stakes and 118 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $108M. The largest seller was Renaissance Technologies, cutting an estimated $62.4M.

  • 329 institutional investors held BJs Wholesale Club (BJ) as of Q4 2020, up from 326 in Q3 2020.
  • Funds reported $5.62B of BJs Wholesale Club stock for Q4 2020, down 7.6% quarter-over-quarter.
  • 58 funds opened new BJs Wholesale Club positions in Q4 2020 and 53 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q4 2020 was River Road Asset Management, an estimated $108M added.
  • The largest BJs Wholesale Club seller in Q4 2020 was Renaissance Technologies, an estimated $62.4M sold.

Based on aggregated 13F filings for Q4 2020.