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BJs Wholesale Club

452 hedge funds and large institutions have $9.95B invested in BJs Wholesale Club in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $8.45B → $9.95B (+$1.5B)

4.69% more ownership

Funds ownership: 99.64%104.33% (+4.7%)

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding

Funds holding: 451452 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 173

18% less call options, than puts

Call options by funds: $103M | Put options by funds: $126M

Holders
452
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
166
Reduced
173
Closed
61
Calls
$103M
Puts
$126M
Net Calls
-$22.5M
Net Calls Change
-$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$95.3M -$1.85M -27,459 -2%
GKIM
27
GW&K Investment Management
Massachusetts
$83.9M -$2.52M -37,502 -3%
Norges Bank
28
Norges Bank
Norway
$83.1M -$17.9M -265,852 -19%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$82.8M -$8.09M -120,165 -9%
Renaissance Technologies
30
Renaissance Technologies
New York
$82.2M -$43.7M -649,800 -36%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$82.1M +$2.14M +31,797 +3%
N
32
Nuveen
North Carolina
$82.1M -$8.33M -123,839 -10%
Capital International Investors
33
Capital International Investors
California
$79M
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$76.5M +$72.1M +1,071,195 New
BTW
35
Boston Trust Walden
Massachusetts
$75.1M +$17.4M +257,887 +32%
Northern Trust
36
Northern Trust
Illinois
$67.3M -$1.12M -16,587 -2%
Primecap Management
37
Primecap Management
California
$62.8M +$4.26M +63,300 +8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$57.9M +$1.88M +27,982 +4%
Charles Schwab
39
Charles Schwab
California
$56.5M +$472K +7,015 +0.9%
AllianceBernstein
40
AllianceBernstein
Tennessee
$55.6M -$2.13M -31,700 -4%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$55.5M -$294K -4,369 -0.6%
Squarepoint
42
Squarepoint
New York
$52.3M +$16.4M +244,290 +50%
Goldman Sachs
43
Goldman Sachs
New York
$49.6M +$2.22M +33,001 +5%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$43.2M +$40.7M +604,954 New
WI
45
Wafra Inc
New York
$42.2M +$19.5M +290,374 +96%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$40.1M -$27.3M -405,088 -42%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$39.9M +$11.9M +176,494 +46%
EIP
48
Epoch Investment Partners
New York
$38.6M -$4.27M -63,469 -10%
ACH
49
ArrowMark Colorado Holdings
Colorado
$37.8M -$741K -11,015 -2%
FMI
50
Factory Mutual Insurance
Massachusetts
$36M -$4.24M -63,000 -11%

BJ Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2023, worth a combined $9.95B — up 18% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BJ positions and 61 closed out — a net gain of 5 holders — while 166 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $306M. The largest seller was UBS AM, cutting an estimated $44.7M.

  • 452 institutional investors held BJs Wholesale Club (BJ) as of Q3 2023, up from 451 in Q2 2023.
  • Funds reported $9.95B of BJs Wholesale Club stock for Q3 2023, up 18% quarter-over-quarter.
  • 66 funds opened new BJs Wholesale Club positions in Q3 2023 and 61 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q3 2023 was Fidelity Investments, an estimated $306M added.
  • The largest BJs Wholesale Club seller in Q3 2023 was UBS AM, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2023.