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BJs Wholesale Club

432 hedge funds and large institutions have $8.35B invested in BJs Wholesale Club in 2022 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 32

46% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $29.4M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 380432 (+52)

5% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 152

2.72% less ownership

Funds ownership: 101.2%98.48% (-2.7%)

8% less capital invested

Capital invested by funds: $9.03B → $8.35B (-$687M)

Holders
432
Holders Change
+52
Holders Change %
+13.68%
% of All Funds
7.28%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
93
Increased
144
Reduced
152
Closed
32
Calls
$43.1M
Puts
$29.4M
Net Calls
+$13.7M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HighMark Wealth Management
Minnesota
$8K -$440 -7 -5%
COCM
402
Charter Oak Capital Management
New Hampshire
$7K
BIA
403
Bell Investment Advisors
California
$7K +$7.17K +114 New
MAM
404
Meeder Asset Management
Ohio
$6K -$4.96K -79 -45%
GWM
405
Geneos Wealth Management
Colorado
$6K
DC
406
Darrow Company
Massachusetts
$6K +$6.1K +97 New
KFS
407
Kelly Financial Services
Massachusetts
$5.92K
FPS
408
Fieldpoint Private Securities
Connecticut
$5K -$11.5K -183 -68%
RCM
409
Raleigh Capital Management
North Carolina
$5K
BFEC
410
Benjamin F. Edwards & Company
Missouri
$5K +$5.41K +86 New
HFS
411
HBC Financial Services
Washington
$4K
STCOSD
412
Sageworth Trust Company of South Dakota
South Dakota
$4K
UB
413
UMB Bank
Missouri
$4K
JWA
414
JFS Wealth Advisors
Pennsylvania
$4K +$943 +15 +28%
HF
415
Halpern Financial
Virginia
$3.18K +$3.21K +51 New
SC
416
Schubert & Co
Texas
$3K +$2.14K +34 +179%
PMFA
417
Plante Moran Financial Advisors
Michigan
$3K +$2.58K +41 New
UWM
418
Urban Wealth Management
California
$3K +$2.89K +46 New
SFG
419
Steward Financial Group
Texas
$3K +$3.77K +60 New
PFBT
420
Parkside Financial Bank & Trust
Missouri
$2K
RBC
421
Roble Belko & Company
Pennsylvania
$2K
HGWM
422
Harvest Group Wealth Management
Massachusetts
$2K +$1.63K +26 New
AWM
423
Accel Wealth Management
Iowa
$2K +$1.82K +29 New
Jones Financial Companies
424
Jones Financial Companies
Missouri
$2K +$1.95K +31 New
HFS
425
Hantz Financial Services
Michigan
$2K +$2.01K +32 New

BJ Hedge Fund Activity: Q2 2022 in Review

432 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2022, worth a combined $8.35B — down 7.6% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BJ positions and 32 closed out — a net gain of 61 holders — while 144 added to existing stakes and 152 trimmed.

The largest buyer was Bessemer Group, adding an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $295M.

  • 432 institutional investors held BJs Wholesale Club (BJ) as of Q2 2022, up from 380 in Q1 2022.
  • Funds reported $8.35B of BJs Wholesale Club stock for Q2 2022, down 7.6% quarter-over-quarter.
  • 93 funds opened new BJs Wholesale Club positions in Q2 2022 and 32 closed out, a net change of +61 holders.
  • The largest BJs Wholesale Club buyer in Q2 2022 was Bessemer Group, an estimated $117M added.
  • The largest BJs Wholesale Club seller in Q2 2022 was Fidelity Investments, an estimated $295M sold.

Based on aggregated 13F filings for Q2 2022.