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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
ICM
276
Islay Capital Management
Texas
$95K +$14.5K +362 +16%
PCG
277
Private Capital Group
Connecticut
$89K -$1.88K -47 -2%
FMP
278
Financial Management Professionals
Texas
$83K -$3.6K -90 -4%
S
279
SignatureFD
Georgia
$72K +$68.2K +1,707 +779%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$63K
PWPS
281
Pinnacle Wealth Planning Services
Ohio
$63K +$67.8K +1,697 New
HIA
282
Harbor Investment Advisory
Maryland
$54K +$16.7K +417 +41%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$46K +$23.7K +593 +92%
LTI
284
Laffer Tengler Investments
Tennessee
$44K +$46.2K +1,156 New
IA
285
IFP Advisors
Florida
$37K -$30K -750 -43%
FFG
286
Fortem Financial Group
California
$37K +$39.4K +985 New
SAM
287
Shell Asset Management
Netherlands
$35K
Lazard Asset Management
288
Lazard Asset Management
New York
$32K +$34.6K +867 New
WEC
289
Winslow Evans & Crocker
Massachusetts
$31K +$22K +550 +200%
Fidelity International
290
Fidelity International
Bermuda
$26K -$16K -400 -36%
SFS
291
Sowell Financial Services
Arkansas
$26K +$23.3K +582 +473%
Simplex Trading
292
Simplex Trading
Illinois
$25K -$1.03M -25,825 -97%
PAM
293
Panagora Asset Management
Massachusetts
$23K +$24.8K +621 New
QCG
294
Quadrant Capital Group
Ohio
$22K +$14.3K +357 +148%
PA
295
Parallel Advisors
California
$21K +$3.12K +78 +17%
LF
296
Lee Financial
Texas
$16K
FMT
297
First Mercantile Trust
Tennessee
$15K +$16.4K +410 New
VCG
298
Vantage Consulting Group
Virginia
$13K +$14K +351 New
AIG
299
American International Group
New York
$12.1K -$295K -7,395 -2%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$12K +$5.79K +145 +85%

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.