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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
RCA
326
Ranch Capital Advisors
Florida
$271K +$3.3K +49 +1%
YIH
327
Y-Intercept (HK)
Hong Kong
$262K +$247K +3,676 New
CP
328
Covenant Partners
Tennessee
$261K +$246K +3,654 New
GHA
329
GW Henssler & Associates
Georgia
$261K +$246K +3,654 New
PA
330
Profund Advisors
Maryland
$259K -$34.6K -514 -12%
CAM
331
Connacht Asset Management
New York
$256K -$594K -8,827 -71%
XT
332
XTX Topco
Cayman Islands
$254K +$23.8K +354 +11%
MAP
333
Moody Aldrich Partners
Massachusetts
$250K -$5.45K -81 -2%
1832 Asset Management
334
1832 Asset Management
Ontario, Canada
$250K
CB
335
Commerce Bank
Missouri
$238K +$224K +3,332 New
CT
336
Chicago Trust
Illinois
$236K -$8.07K -120 -3%
BP
337
Ballentine Partners
Massachusetts
$236K +$222K +3,303 New
TA
338
Tectonic Advisors
Texas
$234K +$221K +3,284 New
RJT
339
Raymond James Trust
Florida
$234K +$221K +3,278 New
CNBT
340
Canandaigua National Bank & Trust
New York
$232K -$6.12K -91 -3%
SFA
341
Sequoia Financial Advisors
Ohio
$229K +$216K +3,209 New
RI
342
Redwood Investments
Massachusetts
$221K -$39.9K -593 -16%
QCM
343
QRG Capital Management
Illinois
$219K +$207K +3,071 New
WA
344
Wealth Alliance
New York
$219K +$206K +3,062 New
JFG
345
Jefferies Financial Group
New York
$217K +$205K +3,040 New
PAM
346
Panagora Asset Management
Massachusetts
$215K -$15.5K -231 -7%
KAS
347
Kestra Advisory Services
Texas
$214K +$201K +2,992 New
QCG
348
Quadrant Capital Group
Ohio
$213K +$71.3K +1,059 +55%
RIA
349
Regal Investment Advisors
Michigan
$212K +$200K +2,976 New
SAM
350
Sawgrass Asset Management
Florida
$211K +$199K +2,960 New

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.