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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
LWMI
501
Legacy Wealth Management (Idaho)
Idaho
$1.5K +$1.44K +17 New
BGAI
502
Bruce G. Allen Investments
Colorado
$1.49K +$1.18K +14 +350%
RS
503
Rakuten Securities
Japan
$1.49K +$1.44K +17 +1,700%
CA
504
Continuum Advisory
Idaho
$1.48K
SIC
505
Salem Investment Counselors
North Carolina
$1.07K +$1.1K +13 New
GEA
506
Glen Eagle Advisors
New Jersey
$907 +$931 +11 New
TWC
507
TD Waterhouse Canada
Ontario, Canada
$676 +$677 +8 New
LSA
508
Leonteq Securities AG
Switzerland
$660 +$677 +8 New
CAS
509
Coppell Advisory Solutions
Texas
$574
HIA
510
Harbor Investment Advisory
Maryland
$495
CA
511
Claris Advisors
Missouri
$495 +$508 +6 New
LFG
512
Larson Financial Group
Missouri
$165 +$169 +2 New
TFM
513
TFC Financial Management
Massachusetts
$83
BIG
514
Brooklyn Investment Group
New York
$83 +$85 +1 New
WBC
515
West Branch Capital
Massachusetts
$83 +$85 +1 New
AFS
516
Annapolis Financial Services
Maryland
$69 +$85 +1 New
AWM
517
Activest Wealth Management
Florida
$51 +$85 +1 New
Marshall Wace
518
Marshall Wace
United Kingdom
-$74.5M -848,000 Closed
Balyasny Asset Management
519
Balyasny Asset Management
Illinois
-$72.2M -821,568 Closed
Voloridge Investment Management
520
Voloridge Investment Management
Florida
-$24.3M -276,886 Closed
EIP
521
Epoch Investment Partners
New York
-$16.2M -184,547 Closed
SPS
522
Susquehanna Portfolio Strategies
Pennsylvania
-$6.59M -74,998 Closed
LCM
523
Landscape Capital Management
New Jersey
-$4.84M -55,079 Closed
EGI
524
EAM Global Investors
California
-$4.47M -50,932 Closed
ACM
525
Aquatic Capital Management
Illinois
-$3.8M -43,300 Closed

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.