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BJs Wholesale Club
BJ

Overview Fund Activity

514 hedge funds and large institutions have $9.66B invested in BJs Wholesale Club in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
8.23%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
67
Increased
217
Reduced
171
Closed
43
Calls
$113M
Puts
$198M
Net Calls
-$84.9M
Net Calls Change
+$54.8M

Top Buyers

1
CAM
Congress Asset Management
Massachusetts
+$97.8M
2
Artisan Partners
Artisan Partners
Wisconsin
+$86.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$83.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$63.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.5M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$160M
2
Invesco
Invesco
Georgia
-$93.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$55.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
326
Corient Private Wealth
Florida
$643K +$643K +8,459 New
CP
327
CenterBook Partners
Connecticut
$636K -$875K -11,509 -58%
KeyBank National Association
328
KeyBank National Association
Ohio
$633K +$377K +4,958 +147%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$628K +$60.5K +795 +11%
SAM
330
Shell Asset Management
Netherlands
$624K -$2.13K -28 -0.3%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$618K +$432K +5,690 +232%
LI
332
LVZ Inc
Michigan
$609K -$15.8K -208 -3%
ProShare Advisors
333
ProShare Advisors
Maryland
$608K -$44.6K -586 -7%
GC
334
Guggenheim Capital
Illinois
$587K -$288K -3,783 -33%
Creative Planning
335
Creative Planning
Kansas
$577K +$173K +2,274 +43%
OC
336
Oppenheimer & Co
New York
$573K +$573K +7,536 New
URS
337
Utah Retirement Systems
Utah
$555K +$15.2K +200 +3%
LTAS
338
Linden Thomas Advisory Services
North Carolina
$550K +$103K +1,348 +23%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$544K -$87.2K -1,147 -14%
AWM
340
AE Wealth Management
Kansas
$541K +$149K +1,956 +38%
SCM
341
Shelton Capital Management
Colorado
$521K – – –
IIM
342
INTECH Investment Management
Florida
$518K +$13.5K +177 +3%
BAM
343
Belpointe Asset Management
Nevada
$513K +$415K +5,458 +423%
IP
344
Isthmus Partners
Wisconsin
$512K -$43.7K -575 -8%
CCM
345
Coldstream Capital Management
Washington
$506K +$837 +11 +0.2%
TF
346
TIAA FSB
Florida
$504K -$1.9K -25 -0.4%
Jacobs Levy Equity Management
347
Jacobs Levy Equity Management
New Jersey
$497K +$497K +6,530 New
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$492K +$492K +6,467 New
MOS
349
MGO One Seven
Ohio
$482K +$482K +6,336 New
FIM
350
Freedom Investment Management
Connecticut
$481K +$22.4K +294 +5%
12 13
14
15 16