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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
HAI
76
Hennessy Advisors Inc
California
$16.2M +$3.95M +58,700 +35%
RP
77
Reinhart Partners
Wisconsin
$15.8M -$161K -2,392 -1%
William Blair & Company
78
William Blair & Company
Illinois
$15.5M -$398K -5,916 -3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$15.1M +$9.82M +145,918 +223%
ZIM
80
Zacks Investment Management
Illinois
$14.9M +$42.1K +625 +0.3%
VWM
81
Valley Wealth Managers
New Jersey
$14.9M -$581K -8,641 -4%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$14.6M -$2.3M -34,113 -14%
AIG
83
American International Group
New York
$13.5M -$903K -13,420 -7%
CS
84
Credit Suisse
Switzerland
$13.3M -$240K -3,569 -2%
FAM
85
Fred Alger Management
New York
$12.7M -$7.65M -113,670 -39%
GC
86
Gratus Capital
Georgia
$12.3M -$82.7K -1,229 -0.7%
CWM
87
Congress Wealth Management
Massachusetts
$12M +$283K +4,204 +3%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$11.6M -$914K -13,584 -8%
AMI
89
Amica Mutual Insurance
Rhode Island
$11.5M
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$11.1M +$3.39M +50,335 +48%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$10.6M -$941K -13,987 -9%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$10.5M +$3M +44,628 +44%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$1.97M +29,293 +26%
HFS
94
Hantz Financial Services
Michigan
$9.78M +$185K +2,756 +2%
Nomura Asset Management
95
Nomura Asset Management
Japan
$9.7M +$834K +12,392 +10%
MOACM
96
Mutual of America Capital Management
New York
$9.61M -$872K -12,967 -9%
Jane Street
97
Jane Street
New York
$9.53M -$24.1M -357,931 -73%
Barclays
98
Barclays
United Kingdom
$9.38M +$3.45M +51,349 +64%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$9.28M -$1.77M -26,297 -17%
Macquarie Group
100
Macquarie Group
Australia
$9.26M -$1.27M -18,933 -13%

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.