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BJs Wholesale Club

380 hedge funds and large institutions have $9.03B invested in BJs Wholesale Club in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 125 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

1.21% more ownership

Funds ownership: 99.99%101.2% (+1.2%)

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 380380 (0)

0% less capital invested

Capital invested by funds: $9.08B → $9.03B (-$45.4M)

17% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 151

19% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $47.3M

Holders
380
Holders Change
Holders Change %
0%
% of All Funds
5.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
60
Increased
125
Reduced
151
Closed
56
Calls
$38.5M
Puts
$47.3M
Net Calls
-$8.8M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.08B -$131M -2,087,713 -12%
BlackRock
2
BlackRock
New York
$1.04B -$17.8M -283,311 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$943M -$32.3M -514,817 -4%
ClearBridge Investments
4
ClearBridge Investments
New York
$339M -$435K -6,923 -0.1%
PI
5
Putnam Investments
Massachusetts
$336M +$9.16M +145,945 +3%
State Street
6
State Street
Massachusetts
$301M +$9.23M +147,014 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$281M -$2.07M -32,942 -0.8%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$232M +$37.9M +603,057 +21%
RRAM
9
River Road Asset Management
Kentucky
$202M +$44.2M +704,596 +31%
Ameriprise
10
Ameriprise
Minnesota
$178M -$3.59M -57,220 -2%
Bank of America
11
Bank of America
North Carolina
$175M +$5.49M +87,438 +3%
Goldman Sachs
12
Goldman Sachs
New York
$164M +$90.2M +1,436,785 +146%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$160M +$2.89M +46,085 +2%
Invesco
14
Invesco
Georgia
$150M +$30.8M +491,047 +28%
Northern Trust
15
Northern Trust
Illinois
$123M -$3.8M -60,603 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$118M +$9.37M +149,240 +9%
EVM
17
Eaton Vance Management
Massachusetts
$116M +$82.4M +1,313,206 +324%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$114M -$1.45M -23,095 -1%
Charles Schwab
19
Charles Schwab
California
$103M +$2.05M +32,692 +2%
GKIM
20
GW&K Investment Management
Massachusetts
$101M -$19.3M -307,321 -17%
N
21
Nuveen
North Carolina
$100M -$4.7M -74,850 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$99.7M -$2.56M -40,848 -3%
Capital International Investors
23
Capital International Investors
California
$98.4M
Fidelity International
24
Fidelity International
Bermuda
$89.4M +$34.4M +547,256 +71%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$85.2M -$3.97M -63,219 -5%

BJ Hedge Fund Activity: Q1 2022 in Review

380 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q1 2022, worth a combined $9.03B — down 0.5% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BJ positions and 56 closed out — a net gain of 4 holders — while 125 added to existing stakes and 151 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $90.2M. The largest seller was Allspring Global Investments, cutting an estimated $237M.

  • 380 institutional investors held BJs Wholesale Club (BJ) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $9.03B of BJs Wholesale Club stock for Q1 2022, down 0.5% quarter-over-quarter.
  • 60 funds opened new BJs Wholesale Club positions in Q1 2022 and 56 closed out, a net change of +4 holders.
  • The largest BJs Wholesale Club buyer in Q1 2022 was Goldman Sachs, an estimated $90.2M added.
  • The largest BJs Wholesale Club seller in Q1 2022 was Allspring Global Investments, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2022.