We are live on ! Find out more
BJ icon

BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Allworth Financial
California
$47.1K -$338 -4 -0.7%
GRP
427
Global Retirement Partners
California
$42.5K +$85 +1 +0.2%
PTC
428
Private Trust Company
Ohio
$41.6K -$592 -7 -1%
RWM
429
Reston Wealth Management
Virginia
$41.1K +$42.1K +498 New
LC
430
Lindbrook Capital
California
$40.7K -$8.71K -103 -17%
AWM
431
Avior Wealth Management
Nebraska
$38.4K -$85 -1 -0.2%
GM
432
GeoWealth Management
Illinois
$38K +$39K +461 New
CSB
433
City State Bank
Iowa
$37.1K
PFBT
434
Parkside Financial Bank & Trust
Missouri
$32.2K
UB
435
UMB Bank
Missouri
$30.6K +$24.8K +293 +376%
SIC
436
SJS Investment Consulting
Ohio
$30.4K +$169 +2 +0.5%
HNB
437
Huntington National Bank
Ohio
$29K +$7.78K +92 +35%
IA
438
IFP Advisors
Florida
$28.5K -$1.18K -14 -4%
RA
439
Rise Advisors
New York
$28K
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$28K +$8.21K +97 +40%
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$24.7K
DCM
443
Davis Capital Management
Florida
$24.7K +$25.4K +300 New
TIM
444
Tortoise Investment Management
New York
$24.4K +$2.96K +35 +13%
ADL
445
Asset Dedication LLC
California
$24.2K +$1.1K +13 +5%
OLVIG
446
Oliver Lagore Vanvalin Investment Group
Michigan
$24K -$20.6K -243 -46%
RCM
447
Raleigh Capital Management
North Carolina
$22.8K -$2.2K -26 -9%
AAP
448
Arax Advisory Partners
Colorado
$21.6K +$2.54K +30 +13%
RTC
449
Riverview Trust Company
Washington
$20.9K +$677 +8 +3%
Mitsubishi UFJ Asset Management
450
Mitsubishi UFJ Asset Management
Japan
$20.5K

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.