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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
LPL Financial
176
LPL Financial
California
$2.24M +$456K +6,781 +27%
AIP
177
Ameritas Investment Partners
Nebraska
$2.15M -$230K -3,424 -10%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$2.13M -$4.31K -64 -0.2%
Walleye Capital
179
Walleye Capital
New York
$2.09M +$1.97M +29,240 New
SOADOR
180
State of Alaska Department of Revenue
Alaska
$2.04M -$46.4K -690 -2%
Stifel Financial
181
Stifel Financial
Missouri
$2.02M +$62.4K +928 +3%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.96M
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M -$2.54M -37,752 -58%
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$1.91M -$1.88M -27,936 -51%
VA
185
Valmark Advisers
Ohio
$1.89M +$77.5K +1,152 +5%
WB
186
WesBanco Bank
West Virginia
$1.85M
Federated Hermes
187
Federated Hermes
Pennsylvania
$1.82M -$241K -3,589 -12%
AWMT
188
AAFMAA Wealth Management & Trust
North Carolina
$1.81M +$96.1K +1,429 +6%
SGI
189
Summit Global Investments
Utah
$1.76M -$2.69K -40 -0.2%
BFM
190
Boothbay Fund Management
New York
$1.73M +$1.03M +15,369 +172%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$1.71M -$2.29K -34 -0.1%
SWM
192
Spire Wealth Management
Virginia
$1.65M +$88.4K +1,314 +6%
GT
193
Glenmede Trust
Pennsylvania
$1.65M -$22.6M -336,137 -94%
DIA
194
Dean Investment Associates
Ohio
$1.64M +$350K +5,202 +29%
FHB
195
First Hawaiian Bank
Hawaii
$1.58M +$63.9K +950 +4%
TRCT
196
Tower Research Capital (TRC)
New York
$1.55M +$986K +14,651 +206%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.53M +$204K +3,026 +16%
GWSG
198
GPS Wealth Strategies Group
Colorado
$1.52M +$24.7K +367 +2%
X
199
Xponance
Pennsylvania
$1.51M +$1.95K +29 +0.1%
II
200
Inspire Investing
Idaho
$1.5M +$327K +4,864 +30%

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.