BJs Wholesale Club
326 hedge funds and large institutions have $6.09B invested in BJs Wholesale Club in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 35 closing their positions.
117% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 35
14% more funds holding
Funds holding: 287 → 326 (+39)
11% more capital invested
Capital invested by funds: $5.5B → $6.09B (+$586M)
5% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 109
0.43% more ownership
Funds ownership: 106.33% → 106.77% (+0.43%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
50% less call options, than puts
Call options by funds: $51.6M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$49.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$39.9M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$34.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$63.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$48M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.4M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$42.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$27.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Lazard Asset Management
New York
| – | -$35K | -949 | Closed |
|
|
BCV
352
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$22K | -597 | Closed |
|
|
VFA
353
Valeo Financial Advisors
Carmel,
Indiana
| – | -$17K | -466 | Closed |
|
|
CFG
354
Citizens Financial Group
Providence,
Rhode Island
| – | -$7K | -187 | Closed |
|
|
CCA
355
Column Capital Advisors
Indianapolis,
Indiana
| – | -$3K | -92 | Closed |
|
|
AW
356
Alpha Windward
Westwood,
Massachusetts
| – | -$2K | -65 | Closed |
|
|
APA
357
American Portfolios Advisors
Holbrook,
New York
| – | -$1.86K | -50 | Closed |
|
|
SF
358
Synovus Financial
Columbus,
Georgia
| – | -$1K | -32 | Closed |
|
|
OPS
359
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -18 | Closed |
|
|
JWM
360
Janiczek Wealth Management
Denver,
Colorado
| – | +$496 | +12 | New |
|
|
BCA
361
Berman Capital Advisors
Atlanta,
Georgia
| – | +$868 | +21 | New |
|
BJ Hedge Fund Activity: Q3 2020 in Review
326 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2020, worth a combined $6.09B — up 11% from $5.5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new BJ positions and 35 closed out — a net gain of 41 holders — while 114 added to existing stakes and 109 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $49.8M. The largest seller was Franklin Resources, cutting an estimated $63.9M.
- 326 institutional investors held BJs Wholesale Club (BJ) as of Q3 2020, up from 287 in Q2 2020.
- Funds reported $6.09B of BJs Wholesale Club stock for Q3 2020, up 11% quarter-over-quarter.
- 76 funds opened new BJs Wholesale Club positions in Q3 2020 and 35 closed out, a net change of +41 holders.
- The largest BJs Wholesale Club buyer in Q3 2020 was JP Morgan Chase, an estimated $49.8M added.
- The largest BJs Wholesale Club seller in Q3 2020 was Franklin Resources, an estimated $63.9M sold.
Based on aggregated 13F filings for Q3 2020.