We are live on ! Find out more
BJ icon

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
CI
151
CX Institutional
Indiana
$3.81M +$3.59M +53,357 New
SFCM
152
Savoir Faire Capital Management
Connecticut
$3.72M +$3.51M +52,158 New
CIC
153
Chilton Investment Company
Connecticut
$3.69M -$2.78M -41,295 -44%
WTC
154
WhitTier Trust Company
Nevada
$3.64M +$70.3K +1,045 +2%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$3.63M +$160K +2,372 +5%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$3.44M -$33.2M -493,010 -91%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$3.39M -$1.08M -16,105 -25%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$3.29M -$1.81M -26,850 -37%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$3.24M -$18.4M -273,304 -86%
GLA
160
Great Lakes Advisors
Illinois
$3.1M -$1.24M -18,499 -30%
ASRS
161
Arizona State Retirement System
Arizona
$2.73M +$43.6K +648 +2%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$2.72M -$80.7K -1,200 -3%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$2.69M -$74K -1,100 -3%
CCB
164
Cutter & Co Brokerage
Missouri
$2.67M +$64.7K +961 +3%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$2.64M +$452K +6,717 +22%
SO
166
STRS Ohio
Ohio
$2.64M -$1.28M -19,000 -34%
TAM
167
Tealwood Asset Management
Minnesota
$2.54M -$38.1K -566 -2%
Osaic Holdings
168
Osaic Holdings
Arizona
$2.49M +$447K +6,643 +24%
AAM
169
Ardevora Asset Management
United Kingdom
$2.36M -$33.2M -493,152 -94%
US Bancorp
170
US Bancorp
Minnesota
$2.31M +$63.1K +938 +3%
Millennium Management
171
Millennium Management
New York
$2.3M -$544K -8,086 -20%
JIC
172
Johnson Investment Counsel
Ohio
$2.3M -$135 -2 -0%
American Century Companies
173
American Century Companies
Missouri
$2.29M -$13.9M -206,236 -87%
SOMRS
174
State of Michigan Retirement System
Michigan
$2.29M -$67.3K -1,000 -3%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$2.28M +$605K +8,993 +38%

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.