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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
EI
276
Ethic Inc
New York
$525K +$210K +3,127 +74%
PVI
277
Pine Valley Investments
New Jersey
$522K +$492K +7,312 New
URS
278
Utah Retirement Systems
Utah
$521K
ProShare Advisors
279
ProShare Advisors
Maryland
$518K -$40K -594 -8%
JCM
280
J2 Capital Management
Michigan
$512K +$1.21K +18 +0.3%
BNP Paribas Financial Markets
281
BNP Paribas Financial Markets
France
$510K -$903K -13,415 -65%
FIM
282
Freedom Investment Management
Connecticut
$504K +$49K +729 +12%
QCM
283
Qsemble Capital Management
New York
$485K +$458K +6,800 New
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$484K +$456K +6,777 New
Rafferty Asset Management
285
Rafferty Asset Management
New York
$483K -$147K -2,178 -24%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$481K -$28.8K -428 -6%
IP
287
Isthmus Partners
Wisconsin
$481K
TIAA Trust, National Association
288
TIAA Trust, National Association
North Carolina
$472K +$445K +6,611 New
PWG
289
Portside Wealth Group
Utah
$470K -$4.1K -61 -0.9%
CCM
290
Coldstream Capital Management
Washington
$469K +$6.26K +93 +1%
LI
291
LVZ Inc
Michigan
$462K -$163K -2,425 -27%
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$453K -$4.24K -63 -1%
BCM
293
BTC Capital Management
Iowa
$452K -$72.1K -1,071 -14%
SCM
294
Shelton Capital Management
Colorado
$449K -$22.3K -332 -5%
MOS
295
MGO One Seven
Ohio
$427K -$21.3K -316 -5%
MLL
296
Moody Lynn & Lieberson
Massachusetts
$426K +$1.41K +21 +0.4%
SCA
297
Snowden Capital Advisors
New York
$426K +$202 +3 +0.1%
GS
298
GTS Securities
New York
$426K +$30.9K +459 +8%
CAM
299
Cresset Asset Management
Illinois
$412K +$72.7K +1,081 +23%
GC
300
Guggenheim Capital
Illinois
$410K -$54.3K -807 -12%

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.