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BJs Wholesale Club

198 hedge funds and large institutions have $3.81B invested in BJs Wholesale Club in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $8.47M | Put options by funds: $4.2M

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

94% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12.68% more ownership

Funds ownership: 91.15%103.83% (+13%)

11% more capital invested

Capital invested by funds: $3.44B → $3.81B (+$368M)

11% more funds holding

Funds holding: 179198 (+19)

Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
47
Increased
93
Reduced
48
Closed
24
Calls
$8.47M
Puts
$4.2M
Net Calls
+$4.27M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$36.7M +$30.1M +1,132,400 +251%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$36.7M +$5.32M +200,103 +17%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$36.6M +$28M +1,051,144 +313%
Bank of America
29
Bank of America
North Carolina
$35M +$6.8M +255,751 +24%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$31.5M +$20.9M +785,654 +193%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$29M -$97.7K -3,672 -0.3%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$28.1M +$781K +29,379 +3%
Principal Financial Group
33
Principal Financial Group
Iowa
$27.5M +$135K +5,064 +0.5%
Wells Fargo
34
Wells Fargo
California
$27.4M +$19.5M +732,873 +241%
JGC
35
J. Goldman & Co
New York
$23.7M +$12.6M +472,275 +111%
MCM
36
Moore Capital Management
New York
$21.1M +$21.3M +800,000 New
Charles Schwab
37
Charles Schwab
California
$20.9M +$3.01M +113,356 +17%
Renaissance Technologies
38
Renaissance Technologies
New York
$19.9M +$20.1M +755,200 New
GKIM
39
GW&K Investment Management
Massachusetts
$19.9M +$20M +753,041 New
ACH
40
ArrowMark Colorado Holdings
Colorado
$19.1M +$197K +7,413 +1%
DKCM
41
Davidson Kempner Capital Management
New York
$19.1M +$7.26M +273,015 +61%
SCM
42
Simcoe Capital Management
New York
$17.3M -$4.82M -181,200 -22%
Deutsche Bank
43
Deutsche Bank
Germany
$14.7M +$13.6M +512,875 +1,144%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$14.1M +$14.2M +535,000 New
Morgan Stanley
45
Morgan Stanley
New York
$13.9M +$12.2M +458,935 +685%
NC
46
Nicholas Company
Wisconsin
$13.6M +$2.02M +75,935 +17%
MP
47
Manikay Partners
New York
$13.2M +$13.3M +500,000 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$13.2M +$881K +33,137 +7%
SEI Investments
49
SEI Investments
Pennsylvania
$13.1M +$7.9M +296,893 +148%
LWCA
50
Locust Wood Capital Advisers
New York
$13M +$13.1M +493,000 New

BJ Hedge Fund Activity: Q2 2019 in Review

198 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2019, worth a combined $3.81B — up 11% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BJ positions and 24 closed out — a net gain of 23 holders — while 93 added to existing stakes and 48 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $145M. The largest seller was Leonard Green & Partners, cutting an estimated $233M.

  • 198 institutional investors held BJs Wholesale Club (BJ) as of Q2 2019, up from 179 in Q1 2019.
  • Funds reported $3.81B of BJs Wholesale Club stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new BJs Wholesale Club positions in Q2 2019 and 24 closed out, a net change of +23 holders.
  • The largest BJs Wholesale Club buyer in Q2 2019 was William Blair Investment Management, an estimated $145M added.
  • The largest BJs Wholesale Club seller in Q2 2019 was Leonard Green & Partners, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2019.