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BJs Wholesale Club

304 hedge funds and large institutions have $6.72B invested in BJs Wholesale Club in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 126 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $34.2M

19% more capital invested

Capital invested by funds: $5.62B → $6.72B (+$1.09B)

0.72% less ownership

Funds ownership: 110.11%109.39% (-0.72%)

8% less funds holding

Funds holding: 329304 (-25)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 126

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
304
Holders Change
-25
Holders Change %
-7.6%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
110
Reduced
126
Closed
64
Calls
$47.2M
Puts
$34.2M
Net Calls
+$13M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
351
First Citizens Bank & Trust
North Carolina
-$202K -5,406 Closed
PVH
352
Psagot Value Holdings
Israel
-$174K -4,669 Closed
PWPS
353
Pinnacle Wealth Planning Services
Ohio
-$63K -1,697 Closed
FFG
354
Fortem Financial Group
California
-$37K -985 Closed
VCG
355
Vantage Consulting Group
Virginia
-$13K -351 Closed
AIL
356
AGF Investments LLC
Ontario, Canada
-$12K -315 Closed
CFD
357
Creative Financial Designs
Indiana
-$9K -230 Closed
ICP
358
Interchange Capital Partners
Pennsylvania
-$6K -167 Closed
MIM
359
Macroview Investment Management
Maryland
-$4K -99 Closed
SPIA
360
Steward Partners Investment Advisory
New York
-$3K -92 Closed
CAAS
361
Capital Asset Advisory Services
Michigan
-$3K -90 Closed
LGA
362
Lebenthal Global Advisors
New York
-$2K -73 Closed
BWA
363
BDO Wealth Advisors
Florida
-$2K -50 Closed
Jones Financial Companies
364
Jones Financial Companies
Missouri
-$1K -32 Closed
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -25 Closed
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
-$1K -24 Closed
M1FG
367
Mach-1 Financial Group
Arkansas
+$84 +2 New
MWP
368
Meridian Wealth Partners
Pennsylvania
+$587 +14 New

BJ Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2021, worth a combined $6.72B — up 19% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of BJ and 41 opened new positions — a net loss of 23 holders — while 126 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $261M. The largest seller was Invesco, cutting an estimated $42.7M.

  • 304 institutional investors held BJs Wholesale Club (BJ) as of Q1 2021, down from 329 in Q4 2020.
  • Funds reported $6.72B of BJs Wholesale Club stock for Q1 2021, up 19% quarter-over-quarter.
  • 41 funds opened new BJs Wholesale Club positions in Q1 2021 and 64 closed out, a net change of -23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2021 was Fidelity Investments, an estimated $261M added.
  • The largest BJs Wholesale Club seller in Q1 2021 was Invesco, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2021.