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BJs Wholesale Club
BJ

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: 140 → 179 (+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: 6 → 6 (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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$81.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$44.9M
4
Goldman Sachs
Goldman Sachs
New York
+$43.2M
5
PI
Putnam Investments
Massachusetts
+$39.8M

Top Sellers

Rank Fund Capital Flow
1
LGP
Leonard Green & Partners
California
-$249M
2
Citadel Advisors
Citadel Advisors
Florida
-$80.6M
3
SFM
Systematic Financial Management
New Jersey
-$17.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IM
76
Islet Management
New York
$3.42M +$3.19M +125,000 New
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.25M +$1.55M +60,898 +106%
SEC
78
Seven Eight Capital
New York
$3.18M +$2.66M +104,400 +892%
First Trust Advisors
79
First Trust Advisors
Illinois
$3.16M +$24.4K +955 +0.8%
TAM
80
Tealwood Asset Management
Minnesota
$3M +$2.79M +109,321 New
TCM
81
Timpani Capital Management
Wisconsin
$2.98M -$128K -5,036 -4%
DLCIG
82
D.L. Carlson Investment Group
New Hampshire
$2.87M +$178K +6,985 +7%
CS
83
Credit Suisse
Switzerland
$2.67M +$635K +24,912 +34%
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M +$2.23M +87,500 New
Invesco
85
Invesco
Georgia
$2.39M +$1.46M +57,168 +191%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.24M +$1.15M +45,231 +124%
AIG
87
American International Group
New York
$2.23M +$853K +33,457 +70%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$2.22M +$2.07M +81,100 New
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$2.13M +$1.98M +77,797 New
UBS AM
90
UBS AM
Illinois
$2.13M +$526K +20,605 +36%
EGM
91
Engineers Gate Manager
New York
$2.08M -$3.82M -149,821 -66%
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$2.07M -$129K -5,069 -6%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$2.07M -$60.1K -2,356 -3%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.99M +$1.85M +72,441 New
EML
95
Eos Management LP
New York
$1.88M – – –
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$1.87M +$1.74M +68,363 New
Morgan Stanley
97
Morgan Stanley
New York
$1.83M -$2.07M -81,159 -55%
CSS
98
Cubist Systematic Strategies
Connecticut
$1.83M +$1.71M +66,846 New
LCP
99
LGT Capital Partners
Switzerland
$1.78M +$701K +27,500 +73%
Legal & General Group
100
Legal & General Group
United Kingdom
$1.64M +$483K +18,923 +46%
2 3
4
5 6

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.