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BJs Wholesale Club
BJ

179 hedge funds and large institutions have $3.44B invested in BJs Wholesale Club in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

233% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 27

132% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $2.3M

37% more capital invested

Capital invested by funds: $2.52B → $3.44B (+$924M)

28% more funds holding

Funds holding: 140 → 179 (+39)

8.19% more ownership

Funds ownership: 82.96% → 91.15% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
179
Holders Change
+39
Holders Change %
+27.86%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
52
Increased
90
Reduced
27
Closed
13
Calls
$5.34M
Puts
$2.3M
Net Calls
+$3.04M
Net Calls Change
+$5.23M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$81.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$44.9M
4
Goldman Sachs
Goldman Sachs
New York
+$43.2M
5
PI
Putnam Investments
Massachusetts
+$39.8M

Top Sellers

Rank Fund Capital Flow
1
LGP
Leonard Green & Partners
California
-$249M
2
Citadel Advisors
Citadel Advisors
Florida
-$80.6M
3
SFM
Systematic Financial Management
New Jersey
-$17.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$28.4M +$835K +32,749 +3%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$28.4M -$338K -13,247 -1%
Marshall Wace
28
Marshall Wace
United Kingdom
$27.8M +$24.5M +960,021 +1,811%
Two Sigma Investments
29
Two Sigma Investments
New York
$24.4M +$21.7M +849,140 +2,112%
SCM
30
Simcoe Capital Management
New York
$23M – – –
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$20.3M +$3.62M +141,764 +24%
ECM
32
Element Capital Management
New York
$20.3M +$18.9M +741,662 New
ACH
33
ArrowMark Colorado Holdings
Colorado
$19.7M +$1.58M +62,018 +9%
Charles Schwab
34
Charles Schwab
California
$18.6M +$7.56M +296,525 +78%
SC
35
Shellback Capital
Massachusetts
$15.3M +$1.49M +58,498 +12%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$12.7M +$4.06M +159,075 +52%
DKCM
37
Davidson Kempner Capital Management
New York
$12.3M +$11.5M +450,000 New
NC
38
Nicholas Company
Wisconsin
$12.1M +$1.31M +51,305 +13%
JGC
39
J. Goldman & Co
New York
$11.7M -$4.71M -184,776 -30%
PCM
40
Penn Capital Management
Pennsylvania
$11.3M +$944K +37,015 +10%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$11.2M +$10.4M +406,956 New
APG Asset Management
42
APG Asset Management
Netherlands
$11M +$11.5M +450,700 New
PCM
43
Pentwater Capital Management
Florida
$10M +$6.38M +250,000 +216%
CM
44
Castleark Management
Illinois
$9.82M +$9.14M +358,309 New
VOYA Investment Management
45
VOYA Investment Management
Georgia
$9.19M +$7.79M +305,518 +1,020%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$9.06M +$1.42M +55,598 +20%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$8.98M -$906K -35,507 -10%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$8.71M +$8.11M +317,900 New
MWNA
49
Marshall Wace North America
New York
$8.57M +$7.7M +301,878 +2,733%
Wells Fargo
50
Wells Fargo
California
$8.35M +$955K +37,457 +14%
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BJ Hedge Fund Activity: Q1 2019 in Review

179 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2019, worth a combined $3.44B — up 37% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BJ positions and 13 closed out — a net gain of 39 holders — while 90 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $81.4M. The largest seller was Leonard Green & Partners, cutting an estimated $249M.

  • 179 institutional investors held BJs Wholesale Club (BJ) as of Q1 2019, up from 140 in Q4 2018.
  • Funds reported $3.44B of BJs Wholesale Club stock for Q1 2019, up 37% quarter-over-quarter.
  • 52 funds opened new BJs Wholesale Club positions in Q1 2019 and 13 closed out, a net change of +39 holders.
  • The largest BJs Wholesale Club buyer in Q1 2019 was BlackRock, an estimated $81.4M added.
  • The largest BJs Wholesale Club seller in Q1 2019 was Leonard Green & Partners, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2019.