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BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$92M -$1.43M -16,859 -1%
Ameriprise
27
Ameriprise
Minnesota
$91.4M +$1.74M +20,560 +2%
Capital International Investors
28
Capital International Investors
California
$91.2M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$84.8M -$8.39M -99,192 -9%
Wells Fargo
30
Wells Fargo
California
$79.9M +$1.77M +20,886 +2%
BTW
31
Boston Trust Walden
Massachusetts
$79.4M -$11.7M -138,611 -13%
Goldman Sachs
32
Goldman Sachs
New York
$78.4M -$14.6M -172,750 -15%
Northern Trust
33
Northern Trust
Illinois
$73.7M -$3.01M -35,556 -4%
RJA
34
Raymond James & Associates
Florida
$71.8M +$8.98M +106,115 +14%
Invesco
35
Invesco
Georgia
$71.6M -$73.7M -871,193 -50%
Primecap Management
36
Primecap Management
California
$71.2M -$408K -4,820 -0.6%
Charles Schwab
37
Charles Schwab
California
$69.2M +$453K +5,350 +0.6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$67.4M +$7.35M +86,837 +12%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$56.6M +$2.33M +27,599 +4%
Macquarie Group
40
Macquarie Group
Australia
$55.2M +$10.1M +119,289 +22%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$52.5M -$767K -9,071 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$51.6M +$51.8M +612,535 +4,835%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$47.9M +$16.2M +191,427 +49%
Jennison Associates
44
Jennison Associates
New York
$44M +$33.3M +393,181 +281%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$43.2M +$306K +3,618 +0.7%
FMI
46
Factory Mutual Insurance
Massachusetts
$42.3M +$9.21M +108,900 +27%
UBS AM
47
UBS AM
Illinois
$37.3M -$713K -8,427 -2%
Royal London Asset Management
48
Royal London Asset Management
United Kingdom
$35.4M +$168K +1,990 +0.5%
RG
49
Renaissance Group
Kentucky
$33.4M -$612K -7,238 -2%
ACH
50
ArrowMark Colorado Holdings
Colorado
$30.4M -$4.89M -57,852 -14%

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.