We are live on ! Find out more
BJ icon

BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
ORI
151
Oak Ridge Investments
Illinois
$3.71M -$107K -1,265 -3%
Corient Private Wealth
152
Corient Private Wealth
Florida
$3.64M -$779K -9,209 -17%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$3.53M -$98.1K -1,160 -3%
CWM
154
Congress Wealth Management
Massachusetts
$3.43M -$602K -7,116 -15%
BGIM
155
Brandywine Global Investment Management
Pennsylvania
$3.42M +$151K +1,783 +5%
OAM
156
Oppenheimer Asset Management
New York
$3.32M -$44.2K -522 -1%
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$3.27M +$3.35M +39,624 New
AQR Capital Management
158
AQR Capital Management
Connecticut
$3.27M +$2.14M +25,342 +178%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$3.16M -$892K -10,539 -22%
ASRS
160
Arizona State Retirement System
Arizona
$3.15M +$83.7K +990 +3%
CCB
161
Cutter & Co Brokerage
Missouri
$3.15M -$30.9K -365 -0.9%
ECU
162
Eisler Capital (US)
New York
$3.13M +$3.21M +37,985 New
RJFSA
163
Raymond James Financial Services Advisors
Florida
$3.08M -$71.9K -850 -2%
SO
164
STRS Ohio
Ohio
$3.06M +$1.7M +20,120 +118%
TI
165
Tidal Investments
Wisconsin
$3.05M +$1.25M +14,831 +67%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$3.04M -$67.7K -800 -2%
F1I
167
Fund 1 Investments
Puerto Rico
$2.99M +$3.07M +36,278 New
Korea Investment Corp
168
Korea Investment Corp
South Korea
$2.93M
AI
169
Atria Investments
North Carolina
$2.92M +$86.5K +1,022 +3%
VA
170
Valmark Advisers
Ohio
$2.8M -$13K -154 -0.5%
TAM
171
Tealwood Asset Management
Minnesota
$2.79M -$23.6K -279 -0.8%
TCM
172
Teza Capital Management
Illinois
$2.73M +$2.1M +24,824 +300%
DIA
173
Dean Investment Associates
Ohio
$2.7M +$261K +3,081 +10%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$2.68M +$195K +2,310 +8%
CIC
175
Chilton Investment Company
Connecticut
$2.68M +$423 +5 +0%

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.