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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
PAS
276
Park Avenue Securities
New York
$674K -$180K -2,126 -21%
HSBC Holdings
277
HSBC Holdings
United Kingdom
$661K -$339K -4,004 -33%
AC
278
AXQ Capital
New Jersey
$652K -$845K -9,983 -56%
DTL
279
Dynamic Technology Lab
Singapore
$648K -$3.47M -41,030 -84%
FIM
280
Freedom Investment Management
Connecticut
$640K +$108K +1,280 +20%
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$621K -$235K -2,778 -27%
XSC
282
X-Square Capital
Puerto Rico
$618K -$1.78K -21 -0.3%
RFC
283
Regions Financial Corp
Alabama
$610K -$14.5K -171 -2%
BAM
284
Blueshift Asset Management
New Jersey
$609K +$382K +4,521 +158%
LA
285
LVW Advisors
New York
$606K +$54.6K +645 +10%
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$591K -$56.6K -669 -9%
URS
287
Utah Retirement Systems
Utah
$586K
SEC
288
Seven Eight Capital
New York
$572K +$586K +6,930 New
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$570K +$33.2K +392 +6%
DWM
290
Diversify Wealth Management
Utah
$561K +$72.3K +855 +15%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$560K +$125K +1,483 +29%
IP
292
Isthmus Partners
Wisconsin
$556K
LWAM
293
Legacy Wealth Asset Management
Minnesota
$552K +$1.35K +16 +0.2%
EI
294
Ethic Inc
New York
$550K -$1.28M -15,169 -68%
MLL
295
Moody Lynn & Lieberson
Massachusetts
$520K +$25.5K +301 +5%
PAG
296
Private Advisor Group
New Jersey
$520K +$56K +662 +12%
YIH
297
Y-Intercept (HK)
Hong Kong
$518K +$531K +6,279 New
BC
298
Bridgefront Capital
Texas
$518K +$331K +3,909 +165%
KAS
299
Kestra Advisory Services
Texas
$495K +$254 +3 +0.1%
LI
300
LVZ Inc
Michigan
$489K +$30.4K +359 +6%

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.