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BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Profund Advisors
Maryland
$277K -$7.02K -83 -2%
DWP
352
Daymark Wealth Partners
Ohio
$277K +$82.7K +978 +41%
I
353
InceptionR
California
$275K -$519K -6,141 -65%
PS
354
Principal Securities
Iowa
$272K +$106K +1,250 +61%
AFCM
355
Applied Finance Capital Management
Puerto Rico
$271K +$13.3K +157 +5%
MYAM
356
Meiji Yasuda Asset Management
Japan
$269K -$7.19K -85 -3%
EWA
357
EverSource Wealth Advisors
Alabama
$269K -$36.5K -431 -12%
PWG
358
Portside Wealth Group
Utah
$268K +$34.7K +410 +14%
PAM
359
Panagora Asset Management
Massachusetts
$253K -$592 -7 -0.2%
FCBT
360
First Citizens Bank & Trust
North Carolina
$247K +$14K +166 +6%
TPI
361
Trust Point Inc
Wisconsin
$246K +$1.95K +23 +0.8%
FFA
362
Farther Finance Advisors
California
$245K -$67.3K -795 -21%
VA
363
Vident Advisory
Georgia
$237K +$243K +2,874 New
VWM
364
Venturi Wealth Management
Texas
$235K +$100K +1,185 +71%
QCG
365
Quadrant Capital Group
Ohio
$233K +$12.4K +146 +5%
TRCT
366
Tower Research Capital (TRC)
New York
$232K -$1.16M -13,686 -83%
MFG
367
Menard Financial Group
Texas
$231K +$22.5K +266 +10%
MIA
368
MeadowBrook Investment Advisors
Michigan
$231K -$1.69K -20 -0.7%
DC
369
Davenport & Co
Virginia
$228K +$234K +2,769 New
WPC
370
Wedmont Private Capital
Pennsylvania
$226K +$6.34K +75 +3%
KPWS
371
Kestra Private Wealth Services
Texas
$224K +$230K +2,721 New
IWC
372
Integrated Wealth Concepts
Massachusetts
$224K +$11.3K +133 +5%
RI
373
Redwood Investments
Massachusetts
$223K
PTC
374
Petrus Trust Company
Texas
$222K +$227K +2,687 New
LAM
375
L2 Asset Management
Massachusetts
$218K -$2.71K -32 -1%

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.