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BJs Wholesale Club
BJ

451 hedge funds and large institutions have $9.35B invested in BJs Wholesale Club in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 64

0.83% more ownership

Funds ownership: 104.33% → 105.16% (+0.83%)

0% less funds holding

Funds holding: 452 → 451 (-1)

8% less call options, than puts

Call options by funds: $91.1M | Put options by funds: $99.5M

6% less capital invested

Capital invested by funds: $9.95B → $9.35B (-$603M)

23% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 180

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
451
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
6.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
72
Increased
139
Reduced
180
Closed
64
Calls
$91.1M
Puts
$99.5M
Net Calls
-$8.42M
Net Calls Change
+$14.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$214M
2
Citadel Advisors
Citadel Advisors
Florida
+$52.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$39.9M
5
FMI
Fiduciary Management Inc
Wisconsin
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$76.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$37.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$33.4M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.7M
5
Bank of America
Bank of America
North Carolina
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
501
Centiva Capital
New York
– -$35.4K -496 Closed
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
– -$20.5K -287 Closed
TCOV
503
Trust Company of Vermont
Vermont
– -$18.6K -260 Closed
RTC
504
Riverview Trust Company
Washington
– -$17.5K -245 Closed
FRA
505
Front Row Advisors
California
– -$11.2K -157 Closed
CA
506
Clearstead Advisors
Ohio
– -$10.1K -142 Closed
GIA
507
GHP Investment Advisors
Colorado
– -$9.47K -137 Closed
CT
508
Colonial Trust
South Carolina
– -$7.57K -106 Closed
MIA
509
Milestone Investment Advisors
Wisconsin
– -$3.71K -52 Closed
UB
510
UMB Bank
Missouri
– -$3.5K -49 Closed
LFA
511
LGT Financial Advisors
Texas
– -$3K -42 Closed
BBHC
512
Brown Brothers Harriman & Co
New York
– -$2K -28 Closed
AW
513
Avion Wealth
Texas
– -$1K -14 Closed
BF
514
BOK Financial
Oklahoma
– -$341 -5 Closed
17 18 19 20
21

BJ Hedge Fund Activity: Q4 2023 in Review

451 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2023, worth a combined $9.35B — down 6.1% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BJ positions and 64 closed out — a net gain of 8 holders — while 139 added to existing stakes and 180 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $214M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $76.5M sold.

  • 451 institutional investors held BJs Wholesale Club (BJ) as of Q4 2023, down from 452 in Q3 2023.
  • Funds reported $9.35B of BJs Wholesale Club stock for Q4 2023, down 6.1% quarter-over-quarter.
  • 72 funds opened new BJs Wholesale Club positions in Q4 2023 and 64 closed out, a net change of +8 holders.
  • The largest BJs Wholesale Club buyer in Q4 2023 was Morgan Stanley, an estimated $214M added.
  • The largest BJs Wholesale Club seller in Q4 2023 was Balyasny Asset Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2023.