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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
HFS
426
HBC Financial Services
Washington
$4K
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$4K -$336 -5 -8%
CTC
428
Central Trust Company
Missouri
$3.71K -$4.91K -73 -58%
MIA
429
Milestone Investment Advisors
Wisconsin
$3.71K +$3.5K +52 New
CFD
430
Creative Financial Designs
Indiana
$3.57K -$13.5K -200 -80%
UB
431
UMB Bank
Missouri
$3.5K
LTI
432
Laffer Tengler Investments
Tennessee
$3.28K -$587K -8,731 -99%
CT
433
Clearstead Trust
Maine
$3.25K +$3.43K +51 New
LFA
434
LGT Financial Advisors
Texas
$3K +$2.83K +42 New
CPG
435
Cornerstone Planning Group
New Jersey
$2.28K
PWA
436
Provenance Wealth Advisors
Florida
$2.07K +$1.95K +29 New
BBHC
437
Brown Brothers Harriman & Co
New York
$2K
CP
438
Castleview Partners
Texas
$1.86K +$740 +11 +73%
MFT
439
Moisand Fitzgerald Tamayo
Florida
$1.78K
SIC
440
SJS Investment Consulting
Ohio
$1.57K +$67 +1 +5%
GWS
441
Glassman Wealth Services
Virginia
$1.57K -$336 -5 -19%
GI
442
Gradient Investments
Minnesota
$1.07K +$1.01K +15 New
AW
443
Avion Wealth
Texas
$1K +$942 +14 New
LSA
444
Leonteq Securities AG
Switzerland
$571 -$115K -1,712 -100%
CAS
445
Coppell Advisory Solutions
Texas
$463
HIA
446
Harbor Investment Advisory
Maryland
$428
TWP
447
TFO Wealth Partners
Ohio
$378 +$202 +3 +100%
BF
448
BOK Financial
Oklahoma
$341 +$336 +5 New
FGAM
449
Financial Gravity Asset Management
Texas
$277 -$4.04K -60 -95%
TIM
450
Tortoise Investment Management
New York
$143

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.