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BJs Wholesale Club

510 hedge funds and large institutions have $12B invested in BJs Wholesale Club in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 170 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

81% more call options, than puts

Call options by funds: $156M | Put options by funds: $86.6M

56% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $10.2B → $12B (+$1.79B)

6% more funds holding

Funds holding: 482510 (+28)

1.26% more ownership

Funds ownership: 101.99%103.26% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 186

Holders
510
Holders Change
+28
Holders Change %
+5.81%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
89
Increased
170
Reduced
186
Closed
57
Calls
$156M
Puts
$86.6M
Net Calls
+$69.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
426
Park Place Capital
Alabama
$50.7K -$42K -518 -47%
PI
427
PEAK6 Investments
Illinois
$49.7K +$45.8K +566 New
Jones Financial Companies
428
Jones Financial Companies
Missouri
$48.3K +$44.5K +550 New
OLVIG
429
Oliver Lagore Vanvalin Investment Group
Michigan
$46.9K
JSAM
430
J. Safra Asset Management
New York
$45.2K +$41.7K +515 New
GRP
431
Global Retirement Partners
California
$45.1K +$4.7K +58 +13%
PTC
432
Private Trust Company
Ohio
$44.9K -$81 -1 -0.2%
AWM
433
Avior Wealth Management
Nebraska
$40.9K +$13.4K +166 +55%
SAM
434
Smartleaf Asset Management
Massachusetts
$40.5K +$28.1K +347 +299%
CSB
435
City State Bank
Iowa
$39.5K
CFM
436
Catalyst Funds Management
Australia
$35.1K +$32.4K +400 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$34.3K +$29.2K +361 +1,245%
SIC
438
SJS Investment Consulting
Ohio
$32.2K
IA
439
IFP Advisors
Florida
$31.5K +$24.8K +306 +577%
RA
440
Rise Advisors
New York
$29.9K
RCM
441
Raleigh Capital Management
North Carolina
$26.6K +$6.64K +82 +37%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K
OSNBOA
443
Old Second National Bank of Aurora
Illinois
$26.4K
ADL
444
Asset Dedication LLC
California
$24.6K
TIM
445
Tortoise Investment Management
New York
$22.9K +$19.8K +245 +1,531%
HNB
446
Huntington National Bank
Ohio
$22.8K +$1.05K +13 +5%
Mitsubishi UFJ Asset Management
447
Mitsubishi UFJ Asset Management
Japan
$21.9K
BTI
448
Blue Trust Inc
Georgia
$21.9K +$23.4K +289 New
RTC
449
Riverview Trust Company
Washington
$21.5K
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$21K -$1.78K -22 -8%

BJ Hedge Fund Activity: Q2 2024 in Review

510 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2024, worth a combined $12B — up 17% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BJ positions and 57 closed out — a net gain of 32 holders — while 170 added to existing stakes and 186 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $208M. The largest seller was Fidelity Investments, cutting an estimated $144M.

  • 510 institutional investors held BJs Wholesale Club (BJ) as of Q2 2024, up from 482 in Q1 2024.
  • Funds reported $12B of BJs Wholesale Club stock for Q2 2024, up 17% quarter-over-quarter.
  • 89 funds opened new BJs Wholesale Club positions in Q2 2024 and 57 closed out, a net change of +32 holders.
  • The largest BJs Wholesale Club buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $208M added.
  • The largest BJs Wholesale Club seller in Q2 2024 was Fidelity Investments, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2024.