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BJs Wholesale Club

244 hedge funds and large institutions have $3.81B invested in BJs Wholesale Club in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $6.45M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

9% more funds holding

Funds holding: 223244 (+21)

9% more capital invested

Capital invested by funds: $3.5B → $3.81B (+$313M)

3.32% less ownership

Funds ownership: 112.32%109% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
88
Reduced
70
Closed
41
Calls
$11.1M
Puts
$6.45M
Net Calls
+$4.61M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$37.5M +$4.29M +190,606 +15%
Norges Bank
27
Norges Bank
Norway
$34.5M -$1.8M -80,151 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$34.5M +$1.25M +55,507 +4%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$33.6M -$5.7M -253,673 -16%
Principal Financial Group
30
Principal Financial Group
Iowa
$32.8M -$6M -267,010 -17%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$31.6M +$10.8M +479,035 +63%
RCAMU
32
Rothschild & Co Asset Management US
Connecticut
$31M -$3.19M -141,752 -10%
Macquarie Group
33
Macquarie Group
Australia
$27.8M +$20M +889,022 +442%
Charles Schwab
34
Charles Schwab
California
$24.4M +$145K +6,434 +0.7%
SCM
35
Sirios Capital Management
Massachusetts
$24.4M -$44.1M -1,961,209 -67%
ACH
36
ArrowMark Colorado Holdings
Colorado
$23M +$146K +6,476 +0.7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$20.2M +$4.44M +197,570 +33%
Primecap Management
38
Primecap Management
California
$15.5M +$9.75M +433,700 +251%
Truist Financial
39
Truist Financial
North Carolina
$14.1M +$250K +11,122 +2%
UBS AM
40
UBS AM
Illinois
$13.8M +$9.15M +407,037 +303%
NC
41
Nicholas Company
Wisconsin
$13.4M -$1.72M -76,685 -13%
William Blair & Company
42
William Blair & Company
Illinois
$12.1M -$2.8M -124,744 -21%
Marshall Wace
43
Marshall Wace
United Kingdom
$11.1M +$9.77M +434,557 New
EVM
44
Eaton Vance Management
Massachusetts
$10.3M -$14.4M -640,225 -61%
SEI Investments
45
SEI Investments
Pennsylvania
$10.3M -$660K -29,339 -7%
RCW
46
Rheos Capital Works
Japan
$9.9M +$4.82M +214,300 +123%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.57M +$165K +7,337 +2%
UBS Group
48
UBS Group
Switzerland
$9.38M -$129K -5,752 -2%
AAM
49
AMI Asset Management
California
$8.72M -$944K -41,989 -11%
RJA
50
Raymond James & Associates
Florida
$8.66M +$57.6K +2,560 +0.8%

BJ Hedge Fund Activity: Q1 2020 in Review

244 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2020, worth a combined $3.81B — up 8.9% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BJ positions and 41 closed out — a net gain of 23 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.3M. The largest seller was Ameriprise, cutting an estimated $55.9M.

  • 244 institutional investors held BJs Wholesale Club (BJ) as of Q1 2020, up from 223 in Q4 2019.
  • Funds reported $3.81B of BJs Wholesale Club stock for Q1 2020, up 8.9% quarter-over-quarter.
  • 64 funds opened new BJs Wholesale Club positions in Q1 2020 and 41 closed out, a net change of +23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2020 was Citadel Advisors, an estimated $54.3M added.
  • The largest BJs Wholesale Club seller in Q1 2020 was Ameriprise, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2020.