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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
HSA
201
Hussman Strategic Advisors
Maryland
$1.5M -$673K -10,000 -32%
IIM
202
INTECH Investment Management
Florida
$1.45M +$383K +5,686 +39%
ARMT
203
Amica Retiree Medical Trust
Rhode Island
$1.44M
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$1.44M +$1.36M +20,200 New
PFO
205
Pathstone Family Office
New Jersey
$1.36M -$105K -1,560 -8%
PP
206
PDT Partners
New York
$1.35M -$1.57M -23,300 -55%
VPIM
207
Vanguard Personalized Indexing Management
California
$1.34M +$282K +4,187 +29%
DZ Bank
208
DZ Bank
Germany
$1.31M -$33.8M -502,799 -96%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$1.29M +$59.3K +881 +5%
AC
210
AXQ Capital
New Jersey
$1.26M +$1.19M +17,700 New
RGI
211
River Global Investors
United Kingdom
$1.21M
CIBC World Market
212
CIBC World Market
Ontario, Canada
$1.21M +$5.79K +86 +0.5%
SPIA
213
Steward Partners Investment Advisory
New York
$1.21M -$840K -12,479 -42%
Deutsche Bank
214
Deutsche Bank
Germany
$1.2M -$40K -594 -3%
HighTower Advisors
215
HighTower Advisors
Illinois
$1.19M +$75.9K +1,128 +7%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$1.18M -$2.49K -37 -0.2%
M&T Bank
217
M&T Bank
New York
$1.18M -$389K -5,776 -26%
Mariner
218
Mariner
Kansas
$1.16M +$44.9K +668 +4%
Prudential Financial
219
Prudential Financial
New Jersey
$1.13M -$6.04M -89,804 -85%
Pictet Asset Management
220
Pictet Asset Management
Switzerland
$1.13M +$1.06M +15,777 New
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$1.11M -$13.8K -205 -1%
MML Investors Services
222
MML Investors Services
Massachusetts
$1.1M +$346K +5,143 +50%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$1.1M -$59.8K -889 -5%
SM
224
Sciencast Management
New Jersey
$1.09M +$1.03M +15,281 New
LAM
225
Lifestyle Asset Management
Texas
$1.09M +$39.3K +584 +4%

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.