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BJs Wholesale Club

329 hedge funds and large institutions have $5.62B invested in BJs Wholesale Club in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.35% more ownership

Funds ownership: 106.77%110.11% (+3.3%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 118

3% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $31.9M

1% more funds holding

Funds holding: 326329 (+3)

8% less capital invested

Capital invested by funds: $6.09B → $5.62B (-$464M)

Holders
329
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
58
Increased
128
Reduced
118
Closed
53
Calls
$32.7M
Puts
$31.9M
Net Calls
+$853K
Net Calls Change
+$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$15.1M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$14.8M +$879K +22,001 +6%
Truist Financial
53
Truist Financial
North Carolina
$14.8M -$2.12M -52,994 -12%
RI
54
Redwood Investments
Massachusetts
$14.7M -$2.22M -55,652 -12%
NC
55
Nicholas Company
Wisconsin
$14.5M -$5.08M -127,163 -25%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$3.34M -83,585 -18%
Legal & General Group
57
Legal & General Group
United Kingdom
$13.9M -$9.15K -229 -0.1%
Prudential Financial
58
Prudential Financial
New Jersey
$13.1M -$11.9M -298,369 -46%
Axa
59
Axa
France
$13.1M +$9.58M +239,700 +216%
RCW
60
Rheos Capital Works
Japan
$12.9M
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$12.7M -$46K -1,152 -0.3%
UBS Group
62
UBS Group
Switzerland
$12.6M +$2.63M +65,768 +24%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$12.5M +$947K +23,703 +8%
CG
64
Colony Group
Massachusetts
$11.8M -$2.87M -71,923 -19%
AQR Capital Management
65
AQR Capital Management
Connecticut
$11.6M +$381K +9,530 +3%
Swiss National Bank
66
Swiss National Bank
Switzerland
$11.6M -$87.9K -2,200 -0.7%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$11.2M -$1.03M -25,820 -8%
Squarepoint
68
Squarepoint
New York
$11.1M -$5.35M -134,006 -31%
First Trust Advisors
69
First Trust Advisors
Illinois
$10.6M -$692K -17,331 -6%
ACH
70
ArrowMark Colorado Holdings
Colorado
$10.2M -$557K -13,938 -5%
SEI Investments
71
SEI Investments
Pennsylvania
$10.1M -$2.13M -53,206 -16%
HAI
72
Hennessy Advisors Inc
California
$9.83M +$10.5M +263,700 New
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$9.72M -$44K -1,102 -0.4%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$9.69M +$765K +19,138 +8%
TSW
75
Thompson Siegel & Walmsley
Virginia
$9.63M +$10.3M +258,234 New

BJ Hedge Fund Activity: Q4 2020 in Review

329 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q4 2020, worth a combined $5.62B — down 7.6% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BJ positions and 53 closed out — a net gain of 5 holders — while 128 added to existing stakes and 118 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $108M. The largest seller was Renaissance Technologies, cutting an estimated $62.4M.

  • 329 institutional investors held BJs Wholesale Club (BJ) as of Q4 2020, up from 326 in Q3 2020.
  • Funds reported $5.62B of BJs Wholesale Club stock for Q4 2020, down 7.6% quarter-over-quarter.
  • 58 funds opened new BJs Wholesale Club positions in Q4 2020 and 53 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q4 2020 was River Road Asset Management, an estimated $108M added.
  • The largest BJs Wholesale Club seller in Q4 2020 was Renaissance Technologies, an estimated $62.4M sold.

Based on aggregated 13F filings for Q4 2020.