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BJs Wholesale Club

519 hedge funds and large institutions have $11.2B invested in BJs Wholesale Club in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 179 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $163M | Put options by funds: $87.9M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

18% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 179

2% more funds holding

Funds holding: 510519 (+9)

1.29% less ownership

Funds ownership: 103.26%101.96% (-1.3%)

7% less capital invested

Capital invested by funds: $12B → $11.2B (-$844M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
519
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
7.45%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
212
Reduced
179
Closed
63
Calls
$163M
Puts
$87.9M
Net Calls
+$75.2M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$1.87M +$1.12M +13,284 +141%
HCM
202
Hilton Capital Management
New York
$1.83M -$87.7K -1,037 -4%
Simplex Trading
203
Simplex Trading
Illinois
$1.81M -$2.61M -30,869 -58%
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$1.74M +$47.2K +558 +3%
Osaic Holdings
205
Osaic Holdings
Arizona
$1.69M +$788K +9,317 +83%
RAM
206
Resona Asset Management
Japan
$1.68M +$22.5K +266 +1%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$1.64M +$132K +1,557 +8%
ICM
208
Intrepid Capital Management
Florida
$1.63M
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$1.59M -$54.8K -648 -3%
US Bancorp
210
US Bancorp
Minnesota
$1.58M -$152K -1,796 -9%
Mariner
211
Mariner
Kansas
$1.56M -$43.8K -518 -3%
ARMT
212
Amica Retiree Medical Trust
Rhode Island
$1.53M +$1.57M +18,539 New
DCM
213
Dean Capital Management
Kansas
$1.52M +$1.56M +18,470 New
CIBC World Market
214
CIBC World Market
Ontario, Canada
$1.52M +$20.8K +246 +1%
AG
215
Algert Global
California
$1.5M
TPCW
216
TD Private Client Wealth
New York
$1.49M +$28.5K +337 +2%
XT
217
XTX Topco
Cayman Islands
$1.47M +$748K +8,847 +98%
MML Investors Services
218
MML Investors Services
Massachusetts
$1.46M +$3.13K +37 +0.2%
Pictet Asset Management
219
Pictet Asset Management
Switzerland
$1.44M +$85.4K +1,009 +6%
GWSG
220
GPS Wealth Strategies Group
Colorado
$1.43M -$593K -7,008 -29%
SOS
221
Silver Oak Securities
Tennessee
$1.42M +$1.47M +17,340 New
BCM
222
Bayesian Capital Management
New York
$1.42M +$716K +8,466 +97%
Deutsche Bank
223
Deutsche Bank
Germany
$1.35M +$25K +296 +2%
Axa
224
Axa
France
$1.35M -$650K -7,683 -32%
HighTower Advisors
225
HighTower Advisors
Illinois
$1.35M +$80.1K +947 +6%

BJ Hedge Fund Activity: Q3 2024 in Review

519 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2024, worth a combined $11.2B — down 7% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BJ positions and 63 closed out — a net gain of 13 holders — while 212 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $74.5M sold.

  • 519 institutional investors held BJs Wholesale Club (BJ) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $11.2B of BJs Wholesale Club stock for Q3 2024, down 7% quarter-over-quarter.
  • 76 funds opened new BJs Wholesale Club positions in Q3 2024 and 63 closed out, a net change of +13 holders.
  • The largest BJs Wholesale Club buyer in Q3 2024 was Fidelity Investments, an estimated $81.8M added.
  • The largest BJs Wholesale Club seller in Q3 2024 was Marshall Wace, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2024.