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BJs Wholesale Club

329 hedge funds and large institutions have $5.62B invested in BJs Wholesale Club in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.35% more ownership

Funds ownership: 106.77%110.11% (+3.3%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 118

3% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $31.9M

1% more funds holding

Funds holding: 326329 (+3)

8% less capital invested

Capital invested by funds: $6.09B → $5.62B (-$464M)

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
58
Increased
128
Reduced
118
Closed
53
Calls
$32.7M
Puts
$31.9M
Net Calls
+$853K
Net Calls Change
+$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$49.9M +$1.04M +25,994 +2%
GKIM
27
GW&K Investment Management
Massachusetts
$48.6M +$2.76M +69,099 +6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$47.6M +$6.9M +172,805 +16%
Principal Financial Group
29
Principal Financial Group
Iowa
$42.5M -$8.76M -219,226 -16%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$39.1M +$37.3M +933,029 +804%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$38.2M +$646K +16,174 +2%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$36.6M -$7.89M -197,614 -17%
WRF
33
Waddell & Reed Financial
Kansas
$31.1M -$287K -7,173 -0.9%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$29.6M +$9.32M +233,173 +42%
Two Sigma Investments
35
Two Sigma Investments
New York
$29.2M +$26.8M +670,439 +588%
SCM
36
Simcoe Capital Management
New York
$28.9M +$22M +550,815 +245%
WCM
37
Wedge Capital Management
North Carolina
$28.7M +$4.16M +104,124 +16%
DP
38
DSAM Partners
United Kingdom
$27.9M +$5.08M +127,056 +20%
RCAMU
39
Rothschild & Co Asset Management US
Connecticut
$26.7M -$2.92M -73,106 -9%
RJA
40
Raymond James & Associates
Florida
$25.3M +$12.4M +311,221 +85%
Federated Hermes
41
Federated Hermes
Pennsylvania
$22.7M -$272K -6,815 -1%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$21.3M +$19.7M +494,200 +643%
SCM
43
Sirios Capital Management
Massachusetts
$20.8M +$7.72M +193,254 +53%
Primecap Management
44
Primecap Management
California
$20M -$825K -20,660 -4%
Millennium Management
45
Millennium Management
New York
$18.3M -$1.68M -42,118 -8%
AllianceBernstein
46
AllianceBernstein
Tennessee
$18M -$384K -9,610 -2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$17.9M +$3.54M +88,514 +23%
UBS AM
48
UBS AM
Illinois
$17.8M -$559K -13,981 -3%
SSA
49
Schonfeld Strategic Advisors
New York
$17.4M +$11.8M +296,323 +175%
Man Group
50
Man Group
United Kingdom
$15.6M -$1.36M -33,961 -7%

BJ Hedge Fund Activity: Q4 2020 in Review

329 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2020, worth a combined $5.62B — down 7.6% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BJ positions and 53 closed out — a net gain of 5 holders — while 128 added to existing stakes and 118 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $108M. The largest seller was Renaissance Technologies, cutting an estimated $62.4M.

  • 329 institutional investors held BJs Wholesale Club (BJ) as of Q4 2020, up from 326 in Q3 2020.
  • Funds reported $5.62B of BJs Wholesale Club stock for Q4 2020, down 7.6% quarter-over-quarter.
  • 58 funds opened new BJs Wholesale Club positions in Q4 2020 and 53 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q4 2020 was River Road Asset Management, an estimated $108M added.
  • The largest BJs Wholesale Club seller in Q4 2020 was Renaissance Technologies, an estimated $62.4M sold.

Based on aggregated 13F filings for Q4 2020.