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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
HI
451
Harbour Investments
Wisconsin
$18.1K
NS
452
NBC Securities
Alabama
$16K
SWA
453
SOA Wealth Advisors
New York
$15.4K
C
454
Covestor
United Kingdom
$14K
VCM
455
Versant Capital Management
Arizona
$13.4K +$12.5K +148 +1,057%
ATS
456
Ashton Thomas Securities
New York
$12.9K +$13.3K +157 New
NFSG
457
Newbridge Financial Services Group
Florida
$12.4K +$12.7K +150 New
BIA
458
Bell Investment Advisors
California
$11.5K -$1.27K -15 -10%
HCA
459
Harbor Capital Advisors
Illinois
$11K +$11K +130 New
HCP
460
Hexagon Capital Partners
Arkansas
$10.9K -$338 -4 -3%
ACM
461
Aster Capital Management
United Arab Emirates
$10.8K +$11.1K +131 New
HWM
462
HighMark Wealth Management
Minnesota
$10.6K -$508 -6 -4%
GWM
463
Geneos Wealth Management
Colorado
$10.5K +$10.7K +127 New
4FG
464
4Thought Financial Group
New York
$10.3K
FFO
465
Fortitude Family Office
Arizona
$10.3K +$6.26K +74 +145%
CA
466
CoreCap Advisors
Michigan
$8.99K +$2.71K +32 +42%
FCA
467
FinTrust Capital Advisors
South Carolina
$8.83K
FFA
468
Frazier Financial Advisors
Ohio
$8.74K
GIA
469
GHP Investment Advisors
Colorado
$8.5K +$8.71K +103 New
PWM
470
Partnership Wealth Management
Maryland
$8.25K
HWM
471
Hemington Wealth Management
Virginia
$8K +$8.88K +105 New
CTC
472
Central Trust Company
Missouri
$7.92K +$423 +5 +5%
JIP
473
Jaffetilchin Investment Partners
Florida
$6.52K +$6.68K +79 New
BWL
474
Bogart Wealth LLC
Virginia
$6.35K
PWMG
475
Private Wealth Management Group
New Jersey
$6.27K +$2.03K +24 +46%

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.