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BJs Wholesale Club
BJ

295 hedge funds and large institutions have $6.93B invested in BJs Wholesale Club in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $6.72B → $6.93B (+$212M)

2.94% less ownership

Funds ownership: 109.39% → 106.46% (-2.9%)

3% less funds holding

Funds holding: 304 → 295 (-9)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

18% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 122

47% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $86.5M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
295
Holders Change
-9
Holders Change %
-2.96%
% of All Funds
5.13%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
100
Reduced
122
Closed
45
Calls
$45.7M
Puts
$86.5M
Net Calls
-$40.8M
Net Calls Change
-$53.7M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
Morgan Stanley
Morgan Stanley
New York
+$42.4M
3
Macquarie Group
Macquarie Group
Australia
+$39.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$37.4M
5
RP
Reinhart Partners
Wisconsin
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$151M
2
JP Morgan Chase
JP Morgan Chase
New York
-$76.6M
3
RRAM
River Road Asset Management
Kentucky
-$71.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$41.5M
5
N
Nuveen
North Carolina
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
326
Convergence Investment Partners
Florida
– -$114K -2,547 Closed
Robeco Institutional Asset Management
327
Robeco Institutional Asset Management
Netherlands
– -$86K -1,921 Closed
Simplex Trading
328
Simplex Trading
Illinois
– -$79.6K -1,738 Closed
IA
329
IFP Advisors
Florida
– -$45.8K -1,000 Closed
SAM
330
Shell Asset Management
Netherlands
– -$43K -948 Closed
AIC
331
Ameritas Investment Company
Nebraska
– -$7.36K -164 Closed
ADIM
332
Alpha DNA Investment Management
Maryland
– -$6K -144 Closed
VFA
333
Valeo Financial Advisors
Indiana
– -$5K -108 Closed
SFS
334
Sowell Financial Services
Arkansas
– -$5K -99 Closed
AssetMark Inc
335
AssetMark Inc
California
– -$3K -76 Closed
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
– -$3K -67 Closed
AF
337
Allworth Financial
California
– -$1K -19 Closed
CAC
338
Certified Advisory Corp
Florida
– -$1K -12 Closed
10 11 12 13
14

BJ Hedge Fund Activity: Q2 2021 in Review

295 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2021, worth a combined $6.93B — up 3.2% from $6.72B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BJ and 39 opened new positions — a net loss of 6 holders — while 122 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $192M. The largest seller was William Blair Investment Management, cutting an estimated $151M.

  • 295 institutional investors held BJs Wholesale Club (BJ) as of Q2 2021, down from 304 in Q1 2021.
  • Funds reported $6.93B of BJs Wholesale Club stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 39 funds opened new BJs Wholesale Club positions in Q2 2021 and 45 closed out, a net change of -6 holders.
  • The largest BJs Wholesale Club buyer in Q2 2021 was Fidelity Investments, an estimated $192M added.
  • The largest BJs Wholesale Club seller in Q2 2021 was William Blair Investment Management, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2021.