BJs Wholesale Club
144 hedge funds and large institutions have $3.08B invested in BJs Wholesale Club in 2018 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 19 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 13
295% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more funds holding
Funds holding: 88 → 144 (+56)
54% more capital invested
Capital invested by funds: $2B → $3.08B (+$1.08B)
17.96% more ownership
Funds ownership: 66.56% → 84.52% (+18%)
41% less call options, than puts
Call options by funds: $2.18M | Put options by funds: $3.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$143M |
| 3 |
BlackRock
New York
|
+$77.4M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$48.5M |
| 5 |
FAM
Fred Alger Management
New York
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$31.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$11.9M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$10.7M |
BJ Hedge Fund Activity: Q3 2018 in Review
144 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2018, worth a combined $3.08B — up 54% from $2B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BJ positions and 19 closed out — a net gain of 56 holders — while 52 added to existing stakes and 13 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.9M.
- 144 institutional investors held BJs Wholesale Club (BJ) as of Q3 2018, up from 88 in Q2 2018.
- Funds reported $3.08B of BJs Wholesale Club stock for Q3 2018, up 54% quarter-over-quarter.
- 75 funds opened new BJs Wholesale Club positions in Q3 2018 and 19 closed out, a net change of +56 holders.
- The largest BJs Wholesale Club buyer in Q3 2018 was Fidelity Investments, an estimated $146M added.
- The largest BJs Wholesale Club seller in Q3 2018 was T. Rowe Price Associates, an estimated $38.9M sold.
Based on aggregated 13F filings for Q3 2018.