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BJs Wholesale Club

304 hedge funds and large institutions have $6.72B invested in BJs Wholesale Club in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 126 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $34.2M

19% more capital invested

Capital invested by funds: $5.62B → $6.72B (+$1.09B)

0.72% less ownership

Funds ownership: 110.11%109.39% (-0.72%)

8% less funds holding

Funds holding: 329304 (-25)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 126

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
304
Holders Change
-25
Holders Change %
-7.6%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
110
Reduced
126
Closed
64
Calls
$47.2M
Puts
$34.2M
Net Calls
+$13M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$7.62M -$3.61M -85,992 -34%
AMI
77
Amica Mutual Insurance
Rhode Island
$7.57M -$417K -9,936 -6%
WBC
78
Westpac Banking Corp
Australia
$7.52M +$7.04M +167,735 New
UBS AM
79
UBS AM
Illinois
$7.43M -$13.1M -312,614 -65%
AAMU
80
Amundi Asset Management US
Massachusetts
$7.36M -$80.2K -1,911 -1%
Barclays
81
Barclays
United Kingdom
$7.28M +$3.76M +89,709 +124%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$7.12M +$264K +6,283 +4%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$6.77M -$106K -2,538 -2%
LCM
84
Landscape Capital Management
New Jersey
$6.67M +$5.2M +123,990 +504%
AAM
85
AMI Asset Management
California
$6.38M +$27.5K +655 +0.5%
PCM
86
Penn Capital Management
Pennsylvania
$6.33M -$3.5M -83,329 -37%
MAP
87
Moody Aldrich Partners
Massachusetts
$6.17M +$193K +4,610 +3%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$6.11M -$82.8K -1,973 -1%
Morgan Stanley
89
Morgan Stanley
New York
$6.1M -$4.85M -115,671 -46%
ZIM
90
Zacks Investment Management
Illinois
$6.09M +$223K +5,323 +4%
CAM
91
ClariVest Asset Management
California
$5.85M -$664K -15,839 -11%
CS
92
Credit Suisse
Switzerland
$5.66M +$468K +11,156 +10%
MIM
93
MetLife Investment Management
New Jersey
$5.49M -$295K -7,026 -5%
Prudential Financial
94
Prudential Financial
New Jersey
$5.48M -$9.64M -229,907 -65%
Allianz Asset Management
95
Allianz Asset Management
Germany
$5.34M -$919K -21,913 -16%
NC
96
NBW Capital
Massachusetts
$5.29M +$434K +10,349 +10%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$5.24M
Impax Asset Management Group
98
Impax Asset Management Group
United Kingdom
$5.16M
Deutsche Bank
99
Deutsche Bank
Germany
$5.08M -$181K -4,307 -4%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$5.02M -$388K -9,261 -8%

BJ Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2021, worth a combined $6.72B — up 19% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of BJ and 41 opened new positions — a net loss of 23 holders — while 126 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $261M. The largest seller was Invesco, cutting an estimated $42.7M.

  • 304 institutional investors held BJs Wholesale Club (BJ) as of Q1 2021, down from 329 in Q4 2020.
  • Funds reported $6.72B of BJs Wholesale Club stock for Q1 2021, up 19% quarter-over-quarter.
  • 41 funds opened new BJs Wholesale Club positions in Q1 2021 and 64 closed out, a net change of -23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2021 was Fidelity Investments, an estimated $261M added.
  • The largest BJs Wholesale Club seller in Q1 2021 was Invesco, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2021.