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BJs Wholesale Club

244 hedge funds and large institutions have $3.81B invested in BJs Wholesale Club in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $6.45M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

9% more funds holding

Funds holding: 223244 (+21)

9% more capital invested

Capital invested by funds: $3.5B → $3.81B (+$313M)

3.32% less ownership

Funds ownership: 112.32%109% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
244
Holders Change
+21
Holders Change %
+9.42%
% of All Funds
5.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
64
Increased
88
Reduced
70
Closed
41
Calls
$11.1M
Puts
$6.45M
Net Calls
+$4.61M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$366K +$323K +14,351 New
US Bancorp
177
US Bancorp
Minnesota
$354K +$62.9K +2,799 +25%
Osaic Holdings
178
Osaic Holdings
Arizona
$334K +$296K +13,184 New
AWE
179
Avidian Wealth Enterprises
Texas
$329K +$290K +12,916 New
SM
180
Sciencast Management
New Jersey
$325K +$279K +12,401 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$322K +$70.7K +3,147 +33%
SAM
182
Securian Asset Management
Minnesota
$319K
JMPWA
183
JP Morgan Private Wealth Advisors
California
$313K +$276K +12,285 New
GCP
184
GSA Capital Partners
United Kingdom
$301K +$266K +11,817 New
Mariner
185
Mariner
Kansas
$299K +$27.6K +1,228 +12%
ProShare Advisors
186
ProShare Advisors
Maryland
$283K -$325K -14,437 -57%
PIA
187
Piedmont Investment Advisors
North Carolina
$283K +$90 +4 +0%
M&T Bank
188
M&T Bank
New York
$275K +$12.6K +560 +5%
TI
189
Trexquant Investment
Connecticut
$273K +$241K +10,708 New
Group One Trading
190
Group One Trading
Illinois
$267K +$168K +7,466 +248%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$261K +$66.6K +2,962 +41%
ECM
192
ExodusPoint Capital Management
New York
$257K +$1.8K +80 +0.8%
P
193
Pitcairn
Pennsylvania
$245K +$216K +9,614 New
PAM
194
Panagora Asset Management
Massachusetts
$231K +$181K +8,046 +784%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$230K +$2.34K +104 +1%
RFC
196
Regions Financial Corp
Alabama
$228K +$200K +8,917 New
RWA
197
Redhawk Wealth Advisors
Minnesota
$221K +$195K +8,680 New
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
$208K +$183K +8,155 New
GAM
199
Gotham Asset Management
New York
$206K -$1.15M -51,374 -86%
ACM
200
AlphaCrest Capital Management
New York
$206K -$33.7K -1,500 -16%

BJ Hedge Fund Activity: Q1 2020 in Review

244 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2020, worth a combined $3.81B — up 8.9% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BJ positions and 41 closed out — a net gain of 23 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $54.3M. The largest seller was Ameriprise, cutting an estimated $55.9M.

  • 244 institutional investors held BJs Wholesale Club (BJ) as of Q1 2020, up from 223 in Q4 2019.
  • Funds reported $3.81B of BJs Wholesale Club stock for Q1 2020, up 8.9% quarter-over-quarter.
  • 64 funds opened new BJs Wholesale Club positions in Q1 2020 and 41 closed out, a net change of +23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2020 was Citadel Advisors, an estimated $54.3M added.
  • The largest BJs Wholesale Club seller in Q1 2020 was Ameriprise, an estimated $55.9M sold.

Based on aggregated 13F filings for Q1 2020.