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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$403K -$470K -6,980 -55%
GC
302
Globeflex Capital
California
$400K -$111K -1,651 -23%
GFG
303
Greystone Financial Group
Michigan
$397K -$177K -2,637 -32%
TC
304
Truvestments Capital
Florida
$387K +$74.6K +1,108 +26%
MC
305
Moors & Cabot
Massachusetts
$385K +$31.6K +469 +10%
VIA
306
Virtus Investment Advisers
Connecticut
$373K
QT
307
Quantamental Technologies
New York
$372K +$350K +5,208 New
IFU
308
iSAM Funds (UK)
United Kingdom
$372K +$350K +5,206 New
CIP
309
Cornerstone Investment Partners
Georgia
$370K +$112K +1,668 +47%
PG
310
Patten Group
Tennessee
$364K -$3.63K -54 -1%
QCM
311
Quantinno Capital Management
New York
$358K +$51.9K +772 +18%
Mitsubishi UFJ Trust & Banking
312
Mitsubishi UFJ Trust & Banking
Japan
$352K -$248K -3,693 -43%
ECM
313
ExodusPoint Capital Management
New York
$350K -$1.01M -14,978 -75%
DA
314
Duality Advisers
Florida
$345K -$167K -2,480 -34%
YC
315
Yarbrough Capital
Tennessee
$343K -$511K -7,596 -61%
LNC
316
Lincoln National Corp
Pennsylvania
$324K +$305K +4,540 New
AWS
317
Atria Wealth Solutions
New York
$319K -$10.2K -152 -3%
DI
318
DFPG Investments
Utah
$311K +$311K +4,626 New
BRWA
319
B. Riley Wealth Advisors
Florida
$305K +$70.6K +1,050 +33%
WHG
320
Westwood Holdings Group
Texas
$298K +$27.8K +413 +11%
PAG
321
Private Advisor Group
New Jersey
$296K -$5.32K -79 -2%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$296K +$24.2K +359 +9%
Wealthfront Advisers
323
Wealthfront Advisers
California
$284K -$1.61K -24 -0.6%
Wolverine Trading
324
Wolverine Trading
Illinois
$284K -$329K -4,886 -55%
RPCONE
325
Retirement Planning Company of New England
Rhode Island
$281K -$58K -862 -18%

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.