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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
EWA
376
EverSource Wealth Advisors
Alabama
$65.9K +$1.41K +21 +2%
VFA
377
Virtus Fund Advisers
Connecticut
$61.7K
CFGS
378
Concourse Financial Group Securities
Alabama
$60.1K +$8.28K +123 +17%
FHA
379
First Horizon Advisors
Tennessee
$58.8K +$10.7K +159 +24%
HWA
380
HHM Wealth Advisors
Tennessee
$53.5K
AIM
381
Anchor Investment Management
South Carolina
$51K +$26.6K +395 +123%
HNB
382
Huntington National Bank
Ohio
$47.7K +$27.7K +411 +160%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$41.6K +$3.36K +50 +9%
DJSG
384
D.J. St. Germain
Massachusetts
$41.5K
CT
385
Cambridge Trust
Massachusetts
$40.4K
RCM
386
Raleigh Capital Management
North Carolina
$38K +$9.96K +148 +38%
KI
387
Kapitalo Investimentos
Brazil
$37K -$505K -7,503 -94%
CC
388
Centiva Capital
New York
$35.4K -$238K -3,533 -88%
GRP
389
Global Retirement Partners
California
$34.4K +$10.3K +153 +45%
CSB
390
City State Bank
Iowa
$32K
PTC
391
Private Trust Company
Ohio
$28K -$471 -7 -2%
LC
392
Lindbrook Capital
California
$26.8K +$3.43K +51 +16%
LF
393
Lee Financial
Texas
$25.7K
HCP
394
Hexagon Capital Partners
Arkansas
$22.8K
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4K
BTI
396
Blue Trust Inc
Georgia
$21K -$135 -2 -0.6%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$20.5K -$336 -5 -2%
ADL
398
Asset Dedication LLC
California
$20K
TCOV
399
Trust Company of Vermont
Vermont
$18.6K +$12.4K +185 +247%
AF
400
Allworth Financial
California
$17.8K -$3.1K -46 -16%

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.