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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
FSG
301
Financial Strategies Group
Michigan
$482K +$96.9K +1,145 +25%
ProShare Advisors
302
ProShare Advisors
Maryland
$477K -$41K -485 -8%
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$469K +$14.9K +176 +3%
SAM
304
Shell Asset Management
Netherlands
$464K +$476K +5,624 New
GC
305
Guggenheim Capital
Illinois
$464K -$46.4K -549 -9%
HAG
306
HighPoint Advisor Group
Illinois
$462K +$17.9K +212 +4%
ONB
307
Old National Bancorp
Indiana
$449K +$11.3K +133 +3%
MC
308
Moors & Cabot
Massachusetts
$446K +$1.61K +19 +0.4%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$433K +$50.9K +602 +13%
CFG
310
Cooper Financial Group
California
$432K +$443K +5,239 New
SCM
311
Shelton Capital Management
Colorado
$430K -$10.1K -119 -2%
KIM
312
Kestra Investment Management
Texas
$428K +$439K +5,192 New
CIP
313
Cornerstone Investment Partners
Georgia
$423K -$9.3K -110 -2%
WA
314
Wealth Alliance
New York
$418K +$931 +11 +0.2%
WAP
315
Wealthcare Advisory Partners
Pennsylvania
$415K +$426K +5,035 New
RJT
316
Raymond James Trust
Florida
$414K +$54.3K +642 +15%
TA
317
Tectonic Advisors
Texas
$411K +$68.8K +813 +20%
EA
318
Everpar Advisors
Oklahoma
$399K -$17.3K -205 -4%
OQS
319
Occudo Quantitative Strategies
Florida
$398K +$408K +4,823 New
BAM
320
Belpointe Asset Management
Nevada
$392K +$402K +4,749 New
FCA
321
Fortis Capital Advisors
Kansas
$392K +$402K +4,749 New
Vontobel Holding
322
Vontobel Holding
Switzerland
$391K -$4.4K -52 -1%
FB
323
Fulton Bank
Pennsylvania
$385K +$19K +225 +5%
RPCONE
324
Retirement Planning Company of New England
Rhode Island
$385K +$114K +1,351 +41%
TWP
325
Tyche Wealth Partners
Texas
$367K +$87.6K +1,036 +30%

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.