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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
AIL
301
AGF Investments LLC
Ontario, Canada
$12K +$12.6K +315 New
TC
302
Truvestments Capital
Florida
$12K +$13.2K +330 New
HCP
303
Hexagon Capital Partners
Arkansas
$11K +$12.4K +311 New
LC
304
Lindbrook Capital
California
$10K +$280 +7 +3%
CFD
305
Creative Financial Designs
Indiana
$9K -$27.2K -680 -75%
FHA
306
First Horizon Advisors
Tennessee
$9K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$9K +$8.19K +205 +513%
JCM
308
Jacobi Capital Management
Pennsylvania
$9K +$9.99K +250 New
SWA
309
SOA Wealth Advisors
New York
$8K +$7.47K +187 New
CFGS
310
Concourse Financial Group Securities
Alabama
$7K -$799 -20 -10%
FRA
311
Front Row Advisors
California
$7K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$7K +$4K +100 +111%
ICP
313
Interchange Capital Partners
Pennsylvania
$6K +$6.67K +167 New
GWM
314
Geneos Wealth Management
Colorado
$4K
MIM
315
Macroview Investment Management
Maryland
$4K +$999 +25 +34%
KFS
316
Kelly Financial Services
Massachusetts
$3.54K
AssetMark Inc
317
AssetMark Inc
California
$3K -$759 -19 -20%
CAAS
318
Capital Asset Advisory Services
Michigan
$3K +$3.6K +90 New
SPIA
319
Steward Partners Investment Advisory
New York
$3K +$3.67K +92 New
BWA
320
BDO Wealth Advisors
Florida
$2K +$2K +50 New
EI
321
Ellevest Inc
New York
$2K +$2.16K +54 New
FPS
322
Fieldpoint Private Securities
Connecticut
$2K +$2.4K +60 New
LGA
323
Lebenthal Global Advisors
New York
$2K +$2.92K +73 New
MAM
324
Meeder Asset Management
Ohio
$1K
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California
$1K +$959 +24 New

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.