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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
CCS
126
Concentric Capital Strategies
Connecticut
$5.53M +$5.22M +77,540 New
Franklin Resources
127
Franklin Resources
California
$5.53M -$227K -3,370 -4%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$5.44M +$76.8K +1,141 +2%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$5.31M
AAIS
130
ABN AMRO Investment Solutions
$5.3M +$572K +8,505 +13%
Verition Fund Management
131
Verition Fund Management
Connecticut
$5M +$2.51M +37,256 +114%
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$4.88M +$4.6M +68,400 New
TAM
133
Thematics Asset Management
France
$4.68M -$101K -1,495 -2%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$4.64M -$2.58M -38,332 -37%
OAM
135
Oppenheimer Asset Management
New York
$4.51M -$54K -803 -1%
YCM
136
Yousif Capital Management
Michigan
$4.51M -$241K -3,575 -5%
TC
137
TownSquare Capital
Utah
$4.51M +$211K +3,134 +5%
RCW
138
Rheos Capital Works
Japan
$4.35M +$4.1M +61,000 New
KOCAA
139
Knights of Columbus Asset Advisors
Connecticut
$4.23M +$106K +1,581 +3%
IMRF
140
Illinois Municipal Retirement Fund
Illinois
$4.21M
Nordea Investment Management
141
Nordea Investment Management
Sweden
$4.2M -$81.5K -1,212 -2%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$4.17M +$20.2K +300 +0.5%
GCC
143
Game Creek Capital
Massachusetts
$4.14M +$404K +6,000 +12%
BCI
144
Brinker Capital Investments
Pennsylvania
$4.12M +$305K +4,529 +9%
OPS
145
Orion Portfolio Solutions
Nebraska
$4.12M +$305K +4,529 +9%
AAM
146
AMI Asset Management
California
$4.11M -$81.8K -1,216 -2%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.06M -$2.96M -43,991 -44%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$3.99M +$80.1K +1,190 +2%
ORI
149
Oak Ridge Investments
Illinois
$3.98M -$1.97M -29,224 -34%
CS
150
Cannell & Spears
New York
$3.93M +$3.21M +47,756 +659%

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.