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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
Citadel Advisors
76
Citadel Advisors
Florida
$9.53M -$33.5M -839,663 -77%
Morgan Stanley
77
Morgan Stanley
New York
$9.39M +$1.74M +43,443 +21%
EIP
78
Epoch Investment Partners
New York
$8.99M -$3.82M -95,582 -28%
PPA
79
Parametric Portfolio Associates
Washington
$8.82M -$2.23M -55,765 -19%
MOACM
80
Mutual of America Capital Management
New York
$8.67M -$46.7K -1,170 -0.5%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$8.61M -$2.01M -50,290 -18%
FAM
82
Fred Alger Management
New York
$8.51M -$641K -16,056 -7%
PCM
83
Penn Capital Management
Pennsylvania
$8.37M +$498K +12,460 +6%
ORI
84
Oak Ridge Investments
Illinois
$8.25M -$2.19M -54,885 -20%
Franklin Resources
85
Franklin Resources
California
$8.09M -$9.59M -239,960 -53%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$7.73M -$1.44K -36 -0%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$7.3M +$4.17M +104,400 +114%
Fiera Capital (Canada)
88
Fiera Capital (Canada)
Quebec, Canada
$6.92M +$1.4M +35,145 +23%
AMI
89
Amica Mutual Insurance
Rhode Island
$6.66M -$1.58M -39,534 -18%
AAMU
90
Amundi Asset Management US
Massachusetts
$6.19M -$289K -7,237 -4%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$5.72M +$55.9K +1,400 +0.9%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$5.68M -$296K -7,401 -5%
GCC
93
Game Creek Capital
Massachusetts
$5.57M +$2.5M +62,500 +72%
CAM
94
ClariVest Asset Management
California
$5.45M -$2.7M -67,582 -32%
AAM
95
AMI Asset Management
California
$5.28M -$4.03M -100,968 -42%
Allianz Asset Management
96
Allianz Asset Management
Germany
$5.26M +$5.64M +141,058 New
Nordea Investment Management
97
Nordea Investment Management
Sweden
$5.12M +$1.2M +30,121 +28%
MAP
98
Moody Aldrich Partners
Massachusetts
$4.96M -$85.8K -2,147 -2%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$4.92M -$377K -9,435 -7%
Citigroup
100
Citigroup
New York
$4.88M +$3.52M +88,170 +207%

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.