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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
RTC
401
Riverview Trust Company
Washington
$17.5K
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$15K -$677K -10,058 -98%
NS
403
NBC Securities
Alabama
$14K +$13.7K +204 New
SWA
404
SOA Wealth Advisors
New York
$13.3K
C
405
Covestor
United Kingdom
$12K -$8.21K -122 -41%
HI
406
Harbour Investments
Wisconsin
$11.4K -$1.35K -20 -11%
FRA
407
Front Row Advisors
California
$11.2K +$538 +8 +5%
TSWM
408
Tyler-Stone Wealth Management
Ohio
$11K
BIA
409
Bell Investment Advisors
California
$10.4K +$202 +3 +2%
CA
410
Clearstead Advisors
Ohio
$10.1K +$9.55K +142 New
HWM
411
HighMark Wealth Management
Minnesota
$9.71K +$538 +8 +6%
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$9.56K
GIA
413
GHP Investment Advisors
Colorado
$9.47K +$2.29K +34 +33%
SFG
414
Steward Financial Group
Texas
$9K +$9.29K +138 New
FFA
415
Farther Finance Advisors
California
$8.42K +$5.52K +82 +228%
CT
416
Colonial Trust
South Carolina
$7.57K +$7.13K +106 New
KFS
417
Kelly Financial Services
Massachusetts
$6.78K
AWM
418
Avior Wealth Management
Nebraska
$6.57K
VAG
419
VisionPoint Advisory Group
Texas
$6.5K +$2.62K +39 +75%
IA
420
IFP Advisors
Florida
$6.42K +$67 +1 +1%
BWL
421
Bogart Wealth LLC
Virginia
$5.5K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$5.28K +$1.88K +28 +61%
TWC
423
TD Waterhouse Canada
Ontario, Canada
$5.26K
TCM
424
Tradewinds Capital Management
Washington
$5.14K
JWA
425
JFS Wealth Advisors
Pennsylvania
$5.14K +$606 +9 +14%

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.