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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
TWD
451
True Wealth Design
Ohio
$143
Kayne Anderson Rudnick Investment Management
452
Kayne Anderson Rudnick Investment Management
California
$71
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
-$23.5M -372,207 Closed
JGC
454
J. Goldman & Co
New York
-$16.2M -257,619 Closed
Capital Fund Management (CFM)
455
Capital Fund Management (CFM)
France
-$14.6M -217,602 Closed
Arrowstreet Capital
456
Arrowstreet Capital
Massachusetts
-$13M -205,763 Closed
TC
457
TwinBeech Capital
New York
-$11.2M -177,860 Closed
MAM
458
Martingale Asset Management
Massachusetts
-$8.84M -140,244 Closed
Canada Pension Plan Investment Board
459
Canada Pension Plan Investment Board
Ontario, Canada
-$7.27M -115,400 Closed
Alkeon Capital Management
460
Alkeon Capital Management
New York
-$6.93M -110,000 Closed
DSN
461
D. Scott Neal
Kentucky
-$6.36M -100,861 Closed
Voloridge Investment Management
462
Voloridge Investment Management
Florida
-$5.32M -84,479 Closed
OTPPB
463
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$4.24M -67,223 Closed
Axa
464
Axa
France
-$3.82M -60,625 Closed
AIMCA
465
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.45M -54,780 Closed
DekaBank Deutsche Girozentrale
466
DekaBank Deutsche Girozentrale
Germany
-$3.29M -52,363 Closed
AQR Capital Management
467
AQR Capital Management
Connecticut
-$2.75M -43,770 Closed
EGM
468
Engineers Gate Manager
New York
-$2.44M -38,708 Closed
CF
469
Covea Finance
France
-$2.43M -38,500 Closed
Marshall Wace
470
Marshall Wace
United Kingdom
-$2.35M -37,220 Closed
Simplex Trading
471
Simplex Trading
Illinois
-$2.44M -36,218 Closed
AI
472
Axiom Investors
Connecticut
-$1.96M -31,120 Closed
MF
473
Magnetar Financial
Illinois
-$1.9M -30,137 Closed
SGA
474
Strategic Global Advisors
California
-$1.77M -28,162 Closed
PP
475
Prudential plc
United Kingdom
-$1.69M -26,850 Closed

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.