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BJs Wholesale Club
BJ

451 hedge funds and large institutions have $9.35B invested in BJs Wholesale Club in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 64

0.83% more ownership

Funds ownership: 104.33% → 105.16% (+0.83%)

0% less funds holding

Funds holding: 452 → 451 (-1)

8% less call options, than puts

Call options by funds: $91.1M | Put options by funds: $99.5M

6% less capital invested

Capital invested by funds: $9.95B → $9.35B (-$603M)

23% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 180

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
451
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
72
Increased
139
Reduced
180
Closed
64
Calls
$91.1M
Puts
$99.5M
Net Calls
-$8.42M
Net Calls Change
+$14.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$214M
2
Citadel Advisors
Citadel Advisors
Florida
+$52.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$39.9M
5
FMI
Fiduciary Management Inc
Wisconsin
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$76.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$37.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$33.4M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.7M
5
Bank of America
Bank of America
North Carolina
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
426
Clearstead Trust
Maine
$3.25K – – –
VAG
427
VisionPoint Advisory Group
Texas
$3.2K -$2.91K -43 -47%
LTI
428
Laffer Tengler Investments
Tennessee
$3.07K – – –
VNA
429
Valley National Advisers
Pennsylvania
$3K +$3.18K +47 New
IA
430
IFP Advisors
Florida
$2.93K -$3.11K -46 -51%
CPG
431
Cornerstone Planning Group
New Jersey
$2.13K – – –
CP
432
Castleview Partners
Texas
$2.07K +$338 +5 +19%
PWA
433
Provenance Wealth Advisors
Florida
$1.87K -$68 -1 -3%
MFT
434
Moisand Fitzgerald Tamayo
Florida
$1.67K – – –
SIC
435
SJS Investment Consulting
Ohio
$1.67K +$203 +3 +14%
GWS
436
Glassman Wealth Services
Virginia
$1.47K – – –
PWMG
437
Private Wealth Management Group
New Jersey
$1.47K +$1.49K +22 New
CCM
438
Chilton Capital Management
Texas
$1.27K +$1.29K +19 New
DPW
439
DiNuzzo Private Wealth
Pennsylvania
$1.07K +$1.08K +16 New
GI
440
Gradient Investments
Minnesota
$1K – – –
AF
441
Advisornet Financial
Minnesota
$867 +$880 +13 New
FGAM
442
Financial Gravity Asset Management
Texas
$547 +$203 +3 +100%
LSA
443
Leonteq Securities AG
Switzerland
$533 – – –
CAS
444
Coppell Advisory Solutions
Texas
$467 – – –
HIA
445
Harbor Investment Advisory
Maryland
$400 – – –
TWP
446
TFO Wealth Partners
Ohio
$400 – – –
BGAI
447
Bruce G. Allen Investments
Colorado
$267 +$271 +4 New
RIM
448
Rockbridge Investment Management
New York
$267 +$271 +4 New
TWD
449
True Wealth Design
Ohio
$134 – – –
TIM
450
Tortoise Investment Management
New York
$133 – – –
16 17
18
19 20

BJ Hedge Fund Activity: Q4 2023 in Review

451 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2023, worth a combined $9.35B — down 6.1% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BJ positions and 64 closed out — a net gain of 8 holders — while 139 added to existing stakes and 180 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $214M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $76.5M sold.

  • 451 institutional investors held BJs Wholesale Club (BJ) as of Q4 2023, down from 452 in Q3 2023.
  • Funds reported $9.35B of BJs Wholesale Club stock for Q4 2023, down 6.1% quarter-over-quarter.
  • 72 funds opened new BJs Wholesale Club positions in Q4 2023 and 64 closed out, a net change of +8 holders.
  • The largest BJs Wholesale Club buyer in Q4 2023 was Morgan Stanley, an estimated $214M added.
  • The largest BJs Wholesale Club seller in Q4 2023 was Balyasny Asset Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2023.