We are live on ! Find out more
BJ icon

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
JIC
151
Johnson Investment Counsel
Ohio
$1.59M +$839K +20,010 +129%
Jane Street
152
Jane Street
New York
$1.46M -$1.69M -40,247 -55%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$1.23M
QI
154
QS Investors
New York
$1.23M +$88.1K +2,100 +8%
SWM
155
Spire Wealth Management
Virginia
$1.23M +$1.13M +26,932 New
PSUF
156
People's United Financial
Connecticut
$1.18M +$134K +3,203 +14%
Osaic Holdings
157
Osaic Holdings
Arizona
$1.14M +$11.7K +280 +1%
SDIC
158
South Dakota Investment Council
South Dakota
$1.12M +$9.1K +217 +0.9%
OTPPB
159
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$35.4K +843 +4%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$1.09M
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M -$1.02M -24,301 -51%
MAM
162
Martingale Asset Management
Massachusetts
$1.01M -$7.8K -186 -0.8%
SO
163
STRS Ohio
Ohio
$1M -$1.14M -27,200 -55%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$996K -$88.1K -2,100 -9%
BAM
165
Blueshift Asset Management
New Jersey
$985K -$594K -14,160 -39%
SOADOR
166
State of Alaska Department of Revenue
Alaska
$964K -$33.5K -798 -4%
AB
167
Amalgamated Bank
New York
$928K -$80.7K -1,924 -9%
RG
168
Renaissance Group
Kentucky
$926K +$12.3K +293 +1%
VA
169
Valmark Advisers
Ohio
$922K +$116K +2,771 +16%
AWM
170
AE Wealth Management
Kansas
$919K +$209K +4,993 +32%
ARMT
171
Amica Retiree Medical Trust
Rhode Island
$891K
TRCT
172
Tower Research Capital (TRC)
New York
$851K -$595K -14,174 -43%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$848K -$84.7K -2,020 -10%
DZ Bank
174
DZ Bank
Germany
$837K -$195K -4,658 -20%
II
175
Inspire Investing
Idaho
$798K +$214K +5,112 +40%

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.