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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
Wolverine Trading
201
Wolverine Trading
Illinois
$200K -$170K -7,559 -49%
DCM
202
Dupont Capital Management
Delaware
$195K -$50.9K -2,262 -23%
LIA
203
LS Investment Advisors
Michigan
$163K
Nomura Holdings
204
Nomura Holdings
Japan
$144K +$121K +5,400 +1,964%
PVH
205
Psagot Value Holdings
Israel
$131K -$17.3K -769 -13%
AIM
206
Aigen Investment Management
New York
$124K -$1.36M -60,283 -93%
WBC
207
Westpac Banking Corp
Australia
$122K +$108K +4,800 New
PCG
208
Private Capital Group
Connecticut
$65K +$21.4K +950 +60%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$63K
DZ Bank
210
DZ Bank
Germany
$38.2K +$33.7K +1,500 New
FMT
211
First Mercantile Trust
Tennessee
$35K +$30.9K +1,374 New
Fidelity International
212
Fidelity International
Bermuda
$26K +$7.08K +315 +44%
HFM
213
Harvest Fund Management
China
$22K +$19.6K +870 New
SF
214
Synovus Financial
Georgia
$19K +$16.5K +732 +1,284%
CG
215
Cutler Group
California
$17K -$12.3K -548 -45%
GRP
216
Global Retirement Partners
California
$17K
LF
217
Lee Financial
Texas
$14K +$899 +40 +8%
VFA
218
Valeo Financial Advisors
Indiana
$12K
FQ
219
First Quadrant
California
$10K
TC
220
Truvestments Capital
Florida
$10K +$8.99K +400 New
CWP
221
CFM Wealth Partners
Texas
$9K -$1.75K -78 -18%
SIAS
222
Shine Investment Advisory Services
Colorado
$9K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$8K -$11.9K -528 -62%
HIA
224
Harbor Investment Advisory
Maryland
$8K +$6.9K +307 New
GT
225
Glenmede Trust
Pennsylvania
$7K

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.