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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
Assenagon Asset Management
476
Assenagon Asset Management
Luxembourg
-$1.49M -23,618 Closed
WBC
477
Westpac Banking Corp
Australia
-$1.4M -22,235 Closed
PI
478
PEAK6 Investments
Illinois
-$1.31M -19,401 Closed
AG
479
Algert Global
California
-$1.04M -16,575 Closed
SPA
480
Sherbrooke Park Advisers
New York
-$744K -11,800 Closed
TCM
481
Teza Capital Management
Illinois
-$663K -10,522 Closed
IC
482
IEQ Capital
California
-$613K -9,724 Closed
TSW
483
Thompson Siegel & Walmsley
Virginia
-$575K -9,120 Closed
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
-$530K -8,410 Closed
AP
485
Advisors Preferred
Maryland
-$452K -7,185 Closed
PI
486
PineBridge Investments
New York
-$408K -6,472 Closed
VAS
487
Vestmark Advisory Solutions
Massachusetts
-$369K -5,860 Closed
BHCM
488
Boulder Hill Capital Management
New York
-$340K -5,400 Closed
HIM
489
Hillsdale Investment Management
Ontario, Canada
-$325K -5,150 Closed
Cerity Partners
490
Cerity Partners
New York
-$317K -5,034 Closed
BC
491
Bridgefront Capital
Texas
-$284K -4,508 Closed
CM
492
Capula Management
Cayman Islands
-$281K -4,460 Closed
TD Asset Management
493
TD Asset Management
Ontario, Canada
-$268K -4,250 Closed
Bank of Nova Scotia
494
Bank of Nova Scotia
Ontario, Canada
-$257K -4,084 Closed
ESCM
495
Echo Street Capital Management
New York
-$251K -3,978 Closed
KCM
496
Kennedy Capital Management
Missouri
-$205K -3,250 Closed
WAG
497
Wallace Advisory Group
California
-$212K -2,783 Closed
BEI
498
Benjamin Edwards Inc
Missouri
-$139K -2,205 Closed
SOW
499
State of Wyoming
Wyoming
-$116K -1,844 Closed
CMF
500
Counterpoint Mutual Funds
California
-$108K -1,715 Closed

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.