We are live on ! Find out more
BJ icon

BJs Wholesale Club

304 hedge funds and large institutions have $6.72B invested in BJs Wholesale Club in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 126 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $34.2M

19% more capital invested

Capital invested by funds: $5.62B → $6.72B (+$1.09B)

0.72% less ownership

Funds ownership: 110.11%109.39% (-0.72%)

8% less funds holding

Funds holding: 329304 (-25)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 126

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
304
Holders Change
-25
Holders Change %
-7.6%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
110
Reduced
126
Closed
64
Calls
$47.2M
Puts
$34.2M
Net Calls
+$13M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$541K -$2.05M -48,838 -80%
MSL
202
Mackay Shields LLC
New York
$534K -$2.02M -48,115 -80%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$518K +$1.97K +47 +0.4%
KBC Group
204
KBC Group
Belgium
$508K
FIM
205
Freedom Investment Management
Connecticut
$490K +$459K +10,934 New
ETC
206
Exchange Traded Concepts
Oklahoma
$482K +$54.3K +1,295 +14%
CC
207
Cipher Capital
New York
$468K +$437K +10,427 New
PAMU
208
Pictet Asset Management (UK)
United Kingdom
$464K -$41.9K -1,000 -9%
P
209
Pitcairn
Pennsylvania
$434K +$1.55K +37 +0.4%
Wolverine Trading
210
Wolverine Trading
Illinois
$432K -$569K -13,566 -58%
Fidelity International
211
Fidelity International
Bermuda
$414K +$358K +8,538 +1,220%
YIH
212
Y-Intercept (HK)
Hong Kong
$385K +$360K +8,577 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$381K -$2.27K -54 -0.6%
BCI
214
Brinker Capital Investments
Pennsylvania
$367K -$4.36M -103,919 -93%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$364K +$341K +8,123 New
MML Investors Services
216
MML Investors Services
Massachusetts
$363K +$27.1K +645 +9%
JMPWA
217
JP Morgan Private Wealth Advisors
California
$361K -$158K -3,760 -32%
Squarepoint
218
Squarepoint
New York
$339K -$12.2M -290,050 -97%
HC
219
Henshaw Capital
Massachusetts
$337K
PG
220
Pendal Group
Australia
$331K +$82.8K +1,973 +37%
SCM
221
Shelton Capital Management
Colorado
$330K
Lazard Asset Management
222
Lazard Asset Management
New York
$325K +$268K +6,382 +736%
CIM
223
CIM Investment Management
Pennsylvania
$320K -$17.8K -425 -6%
WCM
224
Washington Capital Management
Washington
$314K -$294K -7,000 -50%
Mitsubishi UFJ Trust & Banking
225
Mitsubishi UFJ Trust & Banking
Japan
$314K -$97K -2,313 -22%

BJ Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2021, worth a combined $6.72B — up 19% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of BJ and 41 opened new positions — a net loss of 23 holders — while 126 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $261M. The largest seller was Invesco, cutting an estimated $42.7M.

  • 304 institutional investors held BJs Wholesale Club (BJ) as of Q1 2021, down from 329 in Q4 2020.
  • Funds reported $6.72B of BJs Wholesale Club stock for Q1 2021, up 19% quarter-over-quarter.
  • 41 funds opened new BJs Wholesale Club positions in Q1 2021 and 64 closed out, a net change of -23 holders.
  • The largest BJs Wholesale Club buyer in Q1 2021 was Fidelity Investments, an estimated $261M added.
  • The largest BJs Wholesale Club seller in Q1 2021 was Invesco, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2021.