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BJs Wholesale Club

179 hedge funds and large institutions have $3.44B invested in BJs Wholesale Club in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

233% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 27

132% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $2.3M

37% more capital invested

Capital invested by funds: $2.52B → $3.44B (+$924M)

28% more funds holding

Funds holding: 140179 (+39)

8.19% more ownership

Funds ownership: 82.96%91.15% (+8.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
179
Holders Change
+39
Holders Change %
+27.86%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
52
Increased
90
Reduced
27
Closed
13
Calls
$5.34M
Puts
$2.3M
Net Calls
+$3.04M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
51
Systematic Financial Management
New Jersey
$7.82M -$17.3M -678,309 -70%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$7.8M +$7.26M +284,530 New
BPIM
53
Brant Point Investment Management
New York
$6.93M +$2.47M +96,700 +62%
SIM
54
Spark Investment Management
New York
$5.79M +$2.81M +110,198 +109%
WMSA
55
Weiss Multi-Strategy Advisers
New York
$5.56M +$5.18M +203,000 New
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$5.5M -$653K -25,600 -11%
SEI Investments
57
SEI Investments
Pennsylvania
$5.48M +$2.11M +82,581 +70%
LCG
58
Lisanti Capital Growth
New York
$5.45M +$5.08M +199,055 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$5.35M +$2.08M +81,466 +72%
MPAM
60
Monarch Partners Asset Management
Massachusetts
$5.24M -$13.7M -535,151 -74%
AllianceBernstein
61
AllianceBernstein
Tennessee
$4.82M +$2.33M +91,385 +108%
Swiss National Bank
62
Swiss National Bank
Switzerland
$4.81M +$811K +31,800 +22%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$4.63M +$1.75M +68,460 +68%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$4.57M +$3.21M +125,864 +308%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$4.43M +$19.1K +749 +0.5%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$4.3M +$1.41M +55,129 +54%
Macquarie Group
67
Macquarie Group
Australia
$4.11M +$3.82M +149,830 New
Barclays
68
Barclays
United Kingdom
$3.98M +$3.16M +124,048 +586%
SSA
69
Schonfeld Strategic Advisors
New York
$3.97M +$3.7M +144,900 New
PAM
70
Panagora Asset Management
Massachusetts
$3.96M +$299K +11,717 +9%
AMI
71
Amica Mutual Insurance
Rhode Island
$3.63M
AFS
72
Amtrust Financial Services
New York
$3.62M +$1.84M +72,000 +120%
AIA
73
Avalon Investment & Advisory
Texas
$3.61M +$3.36M +131,766 New
NC
74
NBW Capital
Massachusetts
$3.56M +$1.8M +70,626 +119%
CI
75
Caerus Investors
New York
$3.49M +$3.25M +127,500 New

BJ Hedge Fund Activity: Q1 2019 in Review

179 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2019, worth a combined $3.44B — up 37% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BJ positions and 13 closed out — a net gain of 39 holders — while 90 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $81.4M. The largest seller was Leonard Green & Partners, cutting an estimated $249M.

  • 179 institutional investors held BJs Wholesale Club (BJ) as of Q1 2019, up from 140 in Q4 2018.
  • Funds reported $3.44B of BJs Wholesale Club stock for Q1 2019, up 37% quarter-over-quarter.
  • 52 funds opened new BJs Wholesale Club positions in Q1 2019 and 13 closed out, a net change of +39 holders.
  • The largest BJs Wholesale Club buyer in Q1 2019 was BlackRock, an estimated $81.4M added.
  • The largest BJs Wholesale Club seller in Q1 2019 was Leonard Green & Partners, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2019.