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BJs Wholesale Club
BJ

Overview Fund Activity

481 hedge funds and large institutions have $10.2B invested in BJs Wholesale Club in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+31
Holders Change %
+6.89%
% of All Funds
6.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
78
Increased
169
Reduced
171
Closed
42
Calls
$93.6M
Puts
$81.3M
Net Calls
+$12.3M
Net Calls Change
+$20.7M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$93.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$83.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$56.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$323M
2
Citadel Advisors
Citadel Advisors
Florida
-$162M
3
Artisan Partners
Artisan Partners
Wisconsin
-$110M
4
CAM
Congress Asset Management
Massachusetts
-$87.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
451
HBC Financial Services
Washington
$5K – – –
VWM
452
Venturi Wealth Management
Texas
$4.92K +$4.92K +65 New
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$4.84K +$4.84K +64 New
JWA
454
JFS Wealth Advisors
Pennsylvania
$4.69K -$681 -9 -13%
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$4.24K – – –
VAG
456
VisionPoint Advisory Group
Texas
$4.16K +$530 +7 +15%
CA
457
CoreCap Advisors
Michigan
$4.16K +$4.16K +55 New
IA
458
IFP Advisors
Florida
$4.01K +$681 +9 +20%
FFO
459
Fortitude Family Office
Arizona
$3.86K +$3.86K +51 New
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$3.78K +$3.78K +50 New
FGAM
461
Financial Gravity Asset Management
Texas
$3.54K +$3.08K +40 +667%
LTI
462
Laffer Tengler Investments
Tennessee
$3.48K – – –
CT
463
Clearstead Trust
Maine
$3.25K – – –
CP
464
Castleview Partners
Texas
$2.57K +$227 +3 +10%
UB
465
UMB Bank
Missouri
$2.42K +$2.42K +32 New
PFBT
466
Parkside Financial Bank & Trust
Missouri
$2.2K -$2.35K -31 -52%
PWA
467
Provenance Wealth Advisors
Florida
$2.12K – – –
MFT
468
Moisand Fitzgerald Tamayo
Florida
$1.89K – – –
SC
469
SouthState Corp
Florida
$1.74K +$1.74K +23 New
PWMG
470
Private Wealth Management Group
New Jersey
$1.67K – – –
CCM
471
Chilton Capital Management
Texas
$1.44K – – –
AAP
472
Arax Advisory Partners
Colorado
$1.36K +$1.36K +18 New
CA
473
Continuum Advisory
Idaho
$1.32K +$1.32K +17 New
TIM
474
Tortoise Investment Management
New York
$1.21K +$1.06K +14 +700%
VNA
475
Valley National Advisers
Pennsylvania
$1K -$880 -22 -47%
17 18
19
20 21