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BJs Wholesale Club

482 hedge funds and large institutions have $10.2B invested in BJs Wholesale Club in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 169 increasing their positions, 171 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

15% more call options, than puts

Call options by funds: $93.6M | Put options by funds: $81.3M

10% more capital invested

Capital invested by funds: $9.35B → $10.2B (+$890M)

7% more funds holding

Funds holding: 451482 (+31)

1% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 171

3.17% less ownership

Funds ownership: 105.16%101.99% (-3.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
482
Holders Change
+31
Holders Change %
+6.87%
% of All Funds
6.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
79
Increased
169
Reduced
171
Closed
43
Calls
$93.6M
Puts
$81.3M
Net Calls
+$12.3M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
501
Stevens Capital Management
Pennsylvania
-$309K -4,632 Closed
PG
502
Patten Group
Tennessee
-$304K -4,558 Closed
QCM
503
Qsemble Capital Management
New York
-$233K -3,500 Closed
FA
504
FDx Advisors
Illinois
-$215K -3,227 Closed
GFG
505
Greystone Financial Group
Michigan
-$203K -3,045 Closed
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$177K -2,652 Closed
SPIS
507
Steward Partners Investment Solutions
Oregon
-$146K -2,192 Closed
ASN
508
Advisory Services Network
Georgia
-$117K -1,751 Closed
MSWM
509
McGlone Suttner Wealth Management
Wisconsin
-$102K -1,535 Closed
PVH
510
Psagot Value Holdings
Israel
-$80K -1,200 Closed
CG
511
Cutler Group
California
-$79K -1,189 Closed
CM
512
Caption Management
Oklahoma
-$66.5K -997 Closed
CT
513
Cambridge Trust
Massachusetts
-$37.7K -566 Closed
LF
514
Lee Financial
Texas
-$24K -360 Closed
BTI
515
Blue Trust Inc
Georgia
-$20K -286 Closed
ODG
516
O'Dell Group
Ohio
-$5.6K -84 Closed
TWC
517
TD Waterhouse Canada
Ontario, Canada
-$4.92K -74 Closed
CFD
518
Creative Financial Designs
Indiana
-$3.33K -50 Closed
CPG
519
Cornerstone Planning Group
New Jersey
-$2.13K -32 Closed
GWS
520
Glassman Wealth Services
Virginia
-$1.47K -22 Closed
GI
521
Gradient Investments
Minnesota
-$1K -15 Closed
AF
522
Advisornet Financial
Minnesota
-$867 -13 Closed
LSA
523
Leonteq Securities AG
Switzerland
-$533 -8 Closed
RIM
524
Rockbridge Investment Management
New York
-$267 -4 Closed

BJ Hedge Fund Activity: Q1 2024 in Review

482 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2024, worth a combined $10.2B — up 9.5% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BJ positions and 43 closed out — a net gain of 36 holders — while 169 added to existing stakes and 171 trimmed.

The largest buyer was Franklin Resources, adding an estimated $267M. The largest seller was Morgan Stanley, cutting an estimated $297M.

  • 482 institutional investors held BJs Wholesale Club (BJ) as of Q1 2024, up from 451 in Q4 2023.
  • Funds reported $10.2B of BJs Wholesale Club stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 79 funds opened new BJs Wholesale Club positions in Q1 2024 and 43 closed out, a net change of +36 holders.
  • The largest BJs Wholesale Club buyer in Q1 2024 was Franklin Resources, an estimated $267M added.
  • The largest BJs Wholesale Club seller in Q1 2024 was Morgan Stanley, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2024.