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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
MA
551
MJP Associates
Connecticut
-$245K -2,791 Closed
Holocene Advisors
552
Holocene Advisors
New York
-$239K -2,722 Closed
EI
553
Ellevest Inc
New York
-$219K -2,490 Closed
NA
554
Navellier & Associates
Nevada
-$218K -2,478 Closed
Nomura Holdings
555
Nomura Holdings
Japan
-$209K -2,375 Closed
PG
556
Patten Group
Tennessee
-$207K -2,362 Closed
BWM
557
Baron Wealth Management
Michigan
-$204K -2,318 Closed
OWA
558
Opal Wealth Advisors
New York
-$165K -1,883 Closed
DekaBank Deutsche Girozentrale
559
DekaBank Deutsche Girozentrale
Germany
-$128K -1,460 Closed
BEI
560
Benjamin Edwards Inc
Missouri
-$55K -628 Closed
PPC
561
Park Place Capital
Alabama
-$50.7K -577 Closed
PI
562
PEAK6 Investments
Illinois
-$47.9K -566 Closed
IC
563
Innealta Capital
Texas
-$20.1K -229 Closed
FRA
564
Front Row Advisors
California
-$13.5K -154 Closed
TSWM
565
Tyler-Stone Wealth Management
Ohio
-$13.2K -150 Closed
WIA
566
Wetzel Investment Advisors
Indiana
-$10.4K -137 Closed
IWA
567
IBEX Wealth Advisors
New Jersey
-$11.2K -128 Closed
LIA
568
Lynx Investment Advisory
District of Columbia
-$8.78K -100 Closed
OPTFSNA
569
Old Point Trust & Financial Services N A
Virginia
-$8.78K -100 Closed
KFS
570
Kelly Financial Services
Massachusetts
-$8.35K -95 Closed
ATPW
571
Ashton Thomas Private Wealth
Arizona
-$6.15K -70 Closed
TWP
572
Triad Wealth Partners
Kansas
-$5.18K -59 Closed
LTI
573
Laffer Tengler Investments
Tennessee
-$4.04K -46 Closed
MAM
574
Meeder Asset Management
Ohio
-$3.16K -36 Closed
VNA
575
Valley National Advisers
Pennsylvania
-$2K -30 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.