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BJs Wholesale Club

452 hedge funds and large institutions have $9.95B invested in BJs Wholesale Club in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $8.45B → $9.95B (+$1.5B)

4.69% more ownership

Funds ownership: 99.64%104.33% (+4.7%)

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding

Funds holding: 451452 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 173

18% less call options, than puts

Call options by funds: $103M | Put options by funds: $126M

Holders
452
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
166
Reduced
173
Closed
61
Calls
$103M
Puts
$126M
Net Calls
-$22.5M
Net Calls Change
-$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
251
Vontobel Holding
Switzerland
$735K +$693K +10,303 New
YMRC
252
Yorktown Management & Research Company
Virginia
$714K
P
253
Pitcairn
Pennsylvania
$711K +$2.42K +36 +0.4%
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
$710K +$290K +4,308 +76%
SWM
255
Sendero Wealth Management
Texas
$706K +$101K +1,500 +18%
JF
256
Jump Financial
Illinois
$685K +$646K +9,599 New
MYIA
257
Mount Yale Investment Advisors
Colorado
$669K +$5.85K +87 +0.9%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$667K -$66.7K -991 -10%
BS
259
Bessemer Securities
New York
$664K -$1.02M -15,179 -62%
LTAS
260
Linden Thomas Advisory Services
North Carolina
$662K +$42.1K +626 +7%
STA
261
Summit Trail Advisors
New York
$659K +$76.6K +1,139 +14%
FRM
262
Fox Run Management
Connecticut
$656K +$619K +9,193 New
LWAM
263
Legacy Wealth Asset Management
Minnesota
$656K -$9.82K -146 -2%
AC
264
Armistice Capital
New York
$636K +$599K +8,906 New
ETC
265
Exchange Traded Concepts
Oklahoma
$629K -$266K -3,954 -31%
BCM
266
Bayesian Capital Management
New York
$621K +$585K +8,700 New
Credit Agricole
267
Credit Agricole
France
$614K +$235K +3,500 +69%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$600K +$566K +8,405 New
SWS
269
SYSTM Wealth Solutions
Illinois
$597K -$9.15K -136 -2%
RFC
270
Regions Financial Corp
Alabama
$592K -$8.41K -125 -1%
Creative Planning
271
Creative Planning
Kansas
$587K +$229K +3,407 +71%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$582K +$52K +773 +10%
KeyBank National Association
273
KeyBank National Association
Ohio
$575K -$19K -282 -3%
SAM
274
Shell Asset Management
Netherlands
$573K -$9.29K -138 -2%
EWA
275
EP Wealth Advisors
California
$566K -$720K -10,704 -57%

BJ Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2023, worth a combined $9.95B — up 18% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BJ positions and 61 closed out — a net gain of 5 holders — while 166 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $306M. The largest seller was UBS AM, cutting an estimated $44.7M.

  • 452 institutional investors held BJs Wholesale Club (BJ) as of Q3 2023, up from 451 in Q2 2023.
  • Funds reported $9.95B of BJs Wholesale Club stock for Q3 2023, up 18% quarter-over-quarter.
  • 66 funds opened new BJs Wholesale Club positions in Q3 2023 and 61 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q3 2023 was Fidelity Investments, an estimated $306M added.
  • The largest BJs Wholesale Club seller in Q3 2023 was UBS AM, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2023.