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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
SIA
376
Schechter Investment Advisors
Michigan
$216K -$2.88K -34 -1%
AssetMark Inc
377
AssetMark Inc
California
$213K +$11.6K +137 +6%
PVI
378
Pine Valley Investments
New Jersey
$212K -$7.11K -84 -3%
AWS
379
Atria Wealth Solutions
New York
$209K +$4.99K +59 +2%
TC
380
Truvestments Capital
Florida
$208K -$10.5K -124 -5%
AWM
381
Axxcess Wealth Management
California
$207K -$5.33K -63 -2%
IIC
382
Integrated Investment Consultants
Michigan
$205K +$2.49M +29,467 New
DFCM
383
Dark Forest Capital Management
Puerto Rico
$203K +$208K +2,463 New
SG Americas Securities
384
SG Americas Securities
New York
$196K -$181K -2,134 -47%
S
385
SignatureFD
Georgia
$188K -$4.91K -58 -2%
National Bank of Canada
386
National Bank of Canada
Quebec, Canada
$182K +$105K +1,241 +128%
CA
387
Clearstead Advisors
Ohio
$178K -$7.44K -88 -4%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$174K +$21.2K +251 +13%
PAM
389
Paradigm Asset Management
New York
$173K
AIM
390
Anchor Investment Management
South Carolina
$168K +$55.3K +654 +47%
LI
391
LRI Investments
Florida
$167K -$2.96K -35 -2%
GI
392
GAMMA Investing
California
$164K +$30K +355 +22%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$142K +$18.3K +216 +14%
NIMI
394
Natixis Investment Managers International
France
$142K +$27.6K +326 +23%
MG
395
Mather Group
Illinois
$141K -$46K -544 -24%
GSEP
396
Golden State Equity Partners
California
$136K +$140K +1,652 New
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$124K +$3.64K +43 +3%
EBA
398
Eagle Bay Advisors
New York
$122K -$8.97K -106 -7%
SIS
399
Sound Income Strategies
Florida
$119K
Nomura Asset Management
400
Nomura Asset Management
Japan
$110K

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.