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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
CAM
476
Creekmur Asset Management
Illinois
$6.1K +$6.26K +74 New
TCM
477
Tradewinds Capital Management
Washington
$5.94K
QL
478
Quarry LP
New York
$5.86K +$6.01K +71 New
BBHC
479
Brown Brothers Harriman & Co
New York
$5.77K +$5.92K +70 New
JWA
480
JFS Wealth Advisors
Pennsylvania
$5.69K +$592 +7 +11%
RFG
481
REAP Financial Group
Texas
$5.53K +$85 +1 +2%
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$5.28K
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$4.62K
CT
484
Clearstead Trust
Maine
$4.21K
MCM
485
MV Capital Management
Maryland
$4.12K +$4.14K +49 +4,900%
TWD
486
True Wealth Design
Ohio
$3.79K +$3.64K +43 +1,433%
IAIM
487
International Assets Investment Management
Florida
$3.36K +$23.2M +273,758 +8,528%
CPA
488
Capital Performance Advisors
California
$3.3K +$3.38K +40 New
CT
489
Colonial Trust
South Carolina
$3.26K +$3.38K +40 New
BFPW
490
BOK Financial Private Wealth
Colorado
$2.89K +$2.96K +35 New
AWM
491
Abound Wealth Management
Tennessee
$2.72K
AF
492
Advisornet Financial
Minnesota
$2.64K +$2.71K +32 New
HI
493
Horizon Investments
North Carolina
$2.47K +$2.54K +30 New
CFB
494
Cullen/Frost Bankers
Texas
$2.39K
PWA
495
Provenance Wealth Advisors
Florida
$2.31K
MFT
496
Moisand Fitzgerald Tamayo
Florida
$2.06K
HFS
497
HBC Financial Services
Washington
$2K
FNWA
498
Financial Network Wealth Advisors
Utah
$1.73K
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$1.65K +$169 +2 +11%
LIS
500
Legacy Investment Solutions
Idaho
$1.5K +$1.44K +17 New

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.