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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
SPIA
251
Steward Partners Investment Advisory
New York
$908K -$693K -8,197 -43%
BFG
252
Bleakley Financial Group
New Jersey
$903K +$41.2K +487 +5%
A
253
AlphaQuest
New York
$892K +$667K +7,886 +269%
JF
254
JSF Financial
California
$885K +$67.1K +793 +8%
DB
255
Danske Bank
Denmark
$883K -$837K -9,890 -48%
AWAU
256
Alliance Wealth Advisors (Utah)
Utah
$880K +$65.2K +771 +8%
KIA
257
Knollwood Investment Advisory
Maryland
$863K
SAM
258
Securian Asset Management
Minnesota
$851K -$24.1K -285 -3%
YC
259
Yarbrough Capital
Tennessee
$845K
NICM
260
Neo Ivy Capital Management
New York
$828K +$850K +10,048 New
YMRC
261
Yorktown Management & Research Company
Virginia
$825K
AAS
262
Avantax Advisory Services
Texas
$811K -$2.88K -34 -0.3%
SWM
263
Sendero Wealth Management
Texas
$802K -$329K -3,895 -29%
P
264
Pitcairn
Pennsylvania
$801K
ETC
265
Exchange Traded Concepts
Oklahoma
$783K +$33.2K +392 +4%
CGH
266
Crossmark Global Holdings
Texas
$783K +$72.8K +860 +10%
Sumitomo Mitsui Trust Group
267
Sumitomo Mitsui Trust Group
Japan
$749K +$768K +9,083 New
IA
268
Inspire Advisors
Idaho
$745K +$764K +9,027 New
CP
269
CenterBook Partners
Connecticut
$728K -$117K -1,383 -14%
CCM
270
Coldstream Capital Management
Washington
$727K +$30.3K +358 +4%
OBAM
271
ODDO BHF Asset Management
France
$714K +$732K +8,651 New
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$710K -$563K -6,660 -44%
Rafferty Asset Management
273
Rafferty Asset Management
New York
$687K +$24.4K +289 +4%
BHCM
274
Boulder Hill Capital Management
New York
$684K +$701K +8,290 New
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$677K +$16.7K +197 +2%

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.