BJs Wholesale Club
499 hedge funds and large institutions have $8.31B invested in BJs Wholesale Club in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 192 reducing their positions, and 58 closing their positions.
64% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 58
7% more funds holding
Funds holding: 467 → 499 (+32)
0.29% less ownership
Funds ownership: 94.72% → 94.43% (-0.29%)
11% less capital invested
Capital invested by funds: $9.31B → $8.31B (-$1.01B)
15% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 192
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
60% less call options, than puts
Call options by funds: $93M | Put options by funds: $233M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$122M |
| 2 |
Holocene Advisors
New York
|
+$117M |
| 3 |
JCM
Junto Capital Management
New York
|
+$71M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$52.9M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$52.6M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$110M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$56.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.1M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$45.5M |
BJ Hedge Fund Activity: Q4 2022 in Review
499 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2022, worth a combined $8.31B — down 11% from $9.31B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new BJ positions and 58 closed out — a net gain of 37 holders — while 163 added to existing stakes and 192 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was Fidelity Investments, cutting an estimated $192M.
- 499 institutional investors held BJs Wholesale Club (BJ) as of Q4 2022, up from 467 in Q3 2022.
- Funds reported $8.31B of BJs Wholesale Club stock for Q4 2022, down 11% quarter-over-quarter.
- 95 funds opened new BJs Wholesale Club positions in Q4 2022 and 58 closed out, a net change of +37 holders.
- The largest BJs Wholesale Club buyer in Q4 2022 was Morgan Stanley, an estimated $122M added.
- The largest BJs Wholesale Club seller in Q4 2022 was Fidelity Investments, an estimated $192M sold.
Based on aggregated 13F filings for Q4 2022.