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BJs Wholesale Club
BJ

295 hedge funds and large institutions have $6.93B invested in BJs Wholesale Club in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 122 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $6.72B → $6.93B (+$212M)

2.94% less ownership

Funds ownership: 109.39% → 106.46% (-2.9%)

3% less funds holding

Funds holding: 304 → 295 (-9)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

18% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 122

47% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $86.5M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
295
Holders Change
-9
Holders Change %
-2.96%
% of All Funds
5.13%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
100
Reduced
122
Closed
45
Calls
$45.7M
Puts
$86.5M
Net Calls
-$40.8M
Net Calls Change
-$53.7M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$192M
2
Morgan Stanley
Morgan Stanley
New York
+$42.4M
3
Macquarie Group
Macquarie Group
Australia
+$39.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$37.4M
5
RP
Reinhart Partners
Wisconsin
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$151M
2
JP Morgan Chase
JP Morgan Chase
New York
-$76.6M
3
RRAM
River Road Asset Management
Kentucky
-$71.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$41.5M
5
N
Nuveen
North Carolina
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$1.23M +$465K +10,147 +65%
Osaic Holdings
152
Osaic Holdings
Arizona
$1.23M +$9.43K +206 +0.8%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$1.12M +$214K +4,668 +25%
VA
154
Valmark Advisers
Ohio
$1.11M +$127K +2,768 +13%
Holocene Advisors
155
Holocene Advisors
New York
$1.11M +$1.07M +23,261 New
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M -$2.79K -61 -0.3%
OAM
157
Oberweis Asset Management
Illinois
$1.06M -$2.96M -64,580 -74%
MAM
158
Martingale Asset Management
Massachusetts
$1.06M -$18.9K -413 -2%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M – – –
X
160
Xponance
Pennsylvania
$1.03M +$300K +6,554 +43%
II
161
Inspire Investing
Idaho
$1.02M +$166K +3,636 +20%
SOADOR
162
State of Alaska Department of Revenue
Alaska
$1.01M -$9.48K -207 -1%
Rafferty Asset Management
163
Rafferty Asset Management
New York
$1.01M +$184K +4,028 +23%
PFO
164
Pathstone Family Office
New Jersey
$1.01M +$407K +8,895 +72%
EF
165
Empirical Finance
Pennsylvania
$988K +$950K +20,758 New
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$983K +$276K +6,035 +41%
American Century Companies
167
American Century Companies
Missouri
$957K +$360K +7,857 +64%
ARMT
168
Amica Retiree Medical Trust
Rhode Island
$945K – – –
KBC Group
169
KBC Group
Belgium
$924K +$371K +8,110 +72%
CSS
170
Cubist Systematic Strategies
Connecticut
$918K +$884K +19,304 New
KSCM
171
King Street Capital Management
New York
$895K +$861K +18,800 New
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$862K +$123K +2,689 +17%
YMRC
173
Yorktown Management & Research Company
Virginia
$842K +$77.8K +1,700 +11%
GT
174
Glenmede Trust
Pennsylvania
$841K -$1.38M -30,089 -63%
HF
175
HRT Financial
New York
$821K +$791K +17,269 New
5 6
7
8 9

BJ Hedge Fund Activity: Q2 2021 in Review

295 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q2 2021, worth a combined $6.93B — up 3.2% from $6.72B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BJ and 39 opened new positions — a net loss of 6 holders — while 122 trimmed existing stakes and 100 added.

The largest buyer was Fidelity Investments, adding an estimated $192M. The largest seller was William Blair Investment Management, cutting an estimated $151M.

  • 295 institutional investors held BJs Wholesale Club (BJ) as of Q2 2021, down from 304 in Q1 2021.
  • Funds reported $6.93B of BJs Wholesale Club stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 39 funds opened new BJs Wholesale Club positions in Q2 2021 and 45 closed out, a net change of -6 holders.
  • The largest BJs Wholesale Club buyer in Q2 2021 was Fidelity Investments, an estimated $192M added.
  • The largest BJs Wholesale Club seller in Q2 2021 was William Blair Investment Management, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2021.