We are live on ! Find out more
BJ icon

BJs Wholesale Club

244 hedge funds and large institutions have $3.81B invested in BJs Wholesale Club in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $6.45M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

9% more funds holding

Funds holding: 223244 (+21)

9% more capital invested

Capital invested by funds: $3.5B → $3.81B (+$313M)

3.32% less ownership

Funds ownership: 112.32%109% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
88
Reduced
70
Closed
41
Calls
$11.1M
Puts
$6.45M
Net Calls
+$4.61M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Moore Capital Management
New York
$8.5M +$7.5M +333,717 New
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$8.46M +$5.52M +245,663 +284%
APG Asset Management
53
APG Asset Management
Netherlands
$8.3M -$52.9M -2,352,000 -88%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$7.86M -$1.11M -49,291 -14%
JGC
55
J. Goldman & Co
New York
$7.85M +$6.93M +308,382 New
ORI
56
Oak Ridge Investments
Illinois
$7.74M +$6.83M +303,898 New
AIG
57
American International Group
New York
$7.7M -$32K -1,424 -0.5%
PCM
58
Penn Capital Management
Pennsylvania
$7.4M -$599K -26,656 -8%
Millennium Management
59
Millennium Management
New York
$7.05M +$4.48M +199,421 +257%
AllianceBernstein
60
AllianceBernstein
Tennessee
$6.94M -$1.77M -78,897 -22%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$6.69M -$4.34M -193,137 -42%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$6.56M +$1.2M +53,374 +26%
AMI
63
Amica Mutual Insurance
Rhode Island
$6.42M +$1.98M +88,250 +54%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$6.33M +$45K +2,000 +0.8%
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$6.26M +$5.53M +245,825 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.18M +$163K +7,259 +3%
PPA
67
Parametric Portfolio Associates
Washington
$5.98M +$2.27M +100,850 +75%
PC
68
Pier Capital
Connecticut
$5.92M +$5.22M +232,235 New
Swiss National Bank
69
Swiss National Bank
Switzerland
$5.76M +$83.2K +3,700 +2%
LCM
70
Landscape Capital Management
New Jersey
$5.61M +$4.95M +220,303 New
FAM
71
Fred Alger Management
New York
$5.54M +$346K +15,383 +8%
Legal & General Group
72
Legal & General Group
United Kingdom
$5.34M +$572K +25,434 +14%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.88M +$3.67M +163,377 +575%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$4.75M +$1.1M +49,046 +36%
MWNA
75
Marshall Wace North America
New York
$4.45M +$3.92M +174,589 New

BJ Hedge Fund Activity: Q1 2020 in Review

244 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2020, worth a combined $3.81B — up 8.9% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BJ positions and 41 closed out — a net gain of 23 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.3M. The largest seller was Ameriprise, cutting an estimated $55.9M.

  • 244 institutional investors held BJs Wholesale Club (BJ) as of Q1 2020, up from 223 in Q4 2019.
  • Funds reported $3.81B of BJs Wholesale Club stock for Q1 2020, up 8.9% quarter-over-quarter.
  • 64 funds opened new BJs Wholesale Club positions in Q1 2020 and 41 closed out, a net change of +23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2020 was Citadel Advisors, an estimated $54.3M added.
  • The largest BJs Wholesale Club seller in Q1 2020 was Ameriprise, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2020.