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BJs Wholesale Club

452 hedge funds and large institutions have $9.95B invested in BJs Wholesale Club in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $8.45B → $9.95B (+$1.5B)

4.69% more ownership

Funds ownership: 99.64%104.33% (+4.7%)

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding

Funds holding: 451452 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 173

18% less call options, than puts

Call options by funds: $103M | Put options by funds: $126M

Holders
452
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
7.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
166
Reduced
173
Closed
61
Calls
$103M
Puts
$126M
Net Calls
-$22.5M
Net Calls Change
-$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
51
Aberdeen Group
United Kingdom
$34.7M -$15.2M -225,230 -32%
Royal London Asset Management
52
Royal London Asset Management
United Kingdom
$34.5M +$510K +7,586 +2%
SSA
53
Schonfeld Strategic Advisors
New York
$29.8M +$28.1M +417,098 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$28.9M -$389K -5,779 -1%
RG
55
Renaissance Group
Kentucky
$28.6M +$3.37M +50,018 +14%
RJA
56
Raymond James & Associates
Florida
$26.1M +$525K +7,800 +2%
Legal & General Group
57
Legal & General Group
United Kingdom
$24.8M +$327K +4,865 +1%
WPI
58
Walter Public Investments
Canada
$24.6M -$1.33M -19,822 -5%
CG
59
Colony Group
Massachusetts
$24.3M +$92.4K +1,374 +0.4%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$23.7M -$4.58M -68,000 -17%
Wells Fargo
61
Wells Fargo
California
$22.9M -$1.57M -23,402 -7%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$22.6M -$364K -5,409 -2%
NC
63
Nicholas Company
Wisconsin
$21.5M
UBS AM
64
UBS AM
Illinois
$21.2M -$44.7M -664,702 -69%
Swiss National Bank
65
Swiss National Bank
Switzerland
$21.1M +$262K +3,900 +1%
SEI Investments
66
SEI Investments
Pennsylvania
$20.1M -$189K -2,806 -1%
BGDI
67
BW Gestao de Investimentos
Brazil
$19.8M -$12.7M -189,177 -41%
UBS Group
68
UBS Group
Switzerland
$19.6M -$4.03M -59,847 -18%
Holocene Advisors
69
Holocene Advisors
New York
$18.6M -$3.7M -55,021 -17%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$17.8M -$1.35M -20,000 -7%
BA
71
Bridgewater Associates
Connecticut
$17.2M +$646K +9,595 +4%
Truist Financial
72
Truist Financial
North Carolina
$17.1M -$102K -1,513 -0.6%
LCM
73
Landscape Capital Management
New Jersey
$16.7M +$7.83M +116,320 +99%
Lazard Asset Management
74
Lazard Asset Management
New York
$16.6M +$12.1M +180,397 +342%
TIM
75
Thornburg Investment Management
New Mexico
$16.2M +$1.55K +23 +0%

BJ Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2023, worth a combined $9.95B — up 18% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BJ positions and 61 closed out — a net gain of 5 holders — while 166 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $306M. The largest seller was UBS AM, cutting an estimated $44.7M.

  • 452 institutional investors held BJs Wholesale Club (BJ) as of Q3 2023, up from 451 in Q2 2023.
  • Funds reported $9.95B of BJs Wholesale Club stock for Q3 2023, up 18% quarter-over-quarter.
  • 66 funds opened new BJs Wholesale Club positions in Q3 2023 and 61 closed out, a net change of +5 holders.
  • The largest BJs Wholesale Club buyer in Q3 2023 was Fidelity Investments, an estimated $306M added.
  • The largest BJs Wholesale Club seller in Q3 2023 was UBS AM, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2023.