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BJs Wholesale Club

451 hedge funds and large institutions have $8.45B invested in BJs Wholesale Club in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 198 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.95% more ownership

Funds ownership: 94.69%99.64% (+5%)

12% less funds holding

Funds holding: 514451 (-63)

13% less capital invested

Capital invested by funds: $9.66B → $8.45B (-$1.21B)

22% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 198

24% less call options, than puts

Call options by funds: $44.8M | Put options by funds: $58.7M

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

54% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 110

Holders
451
Holders Change
-63
Holders Change %
-12.26%
% of All Funds
7.08%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
51
Increased
154
Reduced
198
Closed
110
Calls
$44.8M
Puts
$58.7M
Net Calls
-$13.9M
Net Calls Change
+$71M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$80.5M -$4.22M -60,970 -5%
N
27
Nuveen
North Carolina
$80.3M +$24.4M +352,359 +38%
Invesco
28
Invesco
Georgia
$78.3M -$18.2M -263,279 -17%
Ameriprise
29
Ameriprise
Minnesota
$76.9M +$26.7M +386,425 +46%
GKIM
30
GW&K Investment Management
Massachusetts
$76.4M -$1.68M -24,329 -2%
UBS AM
31
UBS AM
Illinois
$73.2M
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$70.5M +$1.07M +15,433 +1%
Capital International Investors
33
Capital International Investors
California
$69.7M -$7.72M -111,618 -9%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$60.9M +$45K +650 +0.1%
Northern Trust
35
Northern Trust
Illinois
$60.5M -$1.88M -27,245 -3%
Primecap Management
36
Primecap Management
California
$51.4M +$657K +9,500 +1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$51.1M +$26.7M +386,438 +91%
BTW
38
Boston Trust Walden
Massachusetts
$50.1M +$3.22M +46,511 +6%
Charles Schwab
39
Charles Schwab
California
$49.5M -$184K -2,662 -0.3%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$49.3M +$3.78M +54,642 +8%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$49.2M -$7.65M -110,570 -12%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$44.8M -$16.7M -241,741 -25%
Goldman Sachs
43
Goldman Sachs
New York
$41.8M -$1.53M -22,121 -3%
EIP
44
Epoch Investment Partners
New York
$38.1M +$5.89M +85,114 +16%
Citadel Advisors
45
Citadel Advisors
Florida
$36.1M -$26.1M -376,662 -40%
FMI
46
Factory Mutual Insurance
Massachusetts
$35.8M
HSBC Holdings
47
HSBC Holdings
United Kingdom
$34.1M -$24K -347 -0.1%
ACH
48
ArrowMark Colorado Holdings
Colorado
$34.1M +$37.4M +540,506 New
AAM
49
Ardevora Asset Management
United Kingdom
$33.2M -$1.76M -25,444 -5%
DZ Bank
50
DZ Bank
Germany
$32.8M -$3.95M -57,068 -10%

BJ Hedge Fund Activity: Q2 2023 in Review

451 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2023, worth a combined $8.45B — down 13% from $9.66B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of BJ and 51 opened new positions — a net loss of 59 holders — while 198 trimmed existing stakes and 154 added.

The largest buyer was Fidelity Investments, adding an estimated $461M. The largest seller was Holocene Advisors, cutting an estimated $151M.

  • 451 institutional investors held BJs Wholesale Club (BJ) as of Q2 2023, down from 514 in Q1 2023.
  • Funds reported $8.45B of BJs Wholesale Club stock for Q2 2023, down 13% quarter-over-quarter.
  • 51 funds opened new BJs Wholesale Club positions in Q2 2023 and 110 closed out, a net change of -59 holders.
  • The largest BJs Wholesale Club buyer in Q2 2023 was Fidelity Investments, an estimated $461M added.
  • The largest BJs Wholesale Club seller in Q2 2023 was Holocene Advisors, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.