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BJs Wholesale Club

467 hedge funds and large institutions have $9.31B invested in BJs Wholesale Club in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 164 increasing their positions, 160 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

878% more call options, than puts

Call options by funds: $680M | Put options by funds: $69.5M

77% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 52

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

12% more capital invested

Capital invested by funds: $8.35B → $9.31B (+$967M)

8% more funds holding

Funds holding: 432467 (+35)

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 160

3.76% less ownership

Funds ownership: 98.48%94.72% (-3.8%)

Holders
467
Holders Change
+35
Holders Change %
+8.1%
% of All Funds
8.04%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
92
Increased
164
Reduced
160
Closed
52
Calls
$680M
Puts
$69.5M
Net Calls
+$610M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$991M +$9.01M +125,697 +0.9%
BlackRock
2
BlackRock
New York
$836M -$15.1M -210,747 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M -$241M -3,364,745 -30%
PI
4
Putnam Investments
Massachusetts
$377M +$4.81M +67,057 +1%
ClearBridge Investments
5
ClearBridge Investments
New York
$319M -$46.2M -644,013 -13%
State Street
6
State Street
Massachusetts
$269M +$2.31M +32,245 +0.9%
Invesco
7
Invesco
Georgia
$256M +$57.9M +808,202 +30%
JP Morgan Chase
8
JP Morgan Chase
New York
$236M -$35.6M -496,869 -13%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$185M -$8.5M -118,572 -4%
RRAM
10
River Road Asset Management
Kentucky
$161M -$111M -1,551,940 -41%
Marshall Wace
11
Marshall Wace
United Kingdom
$154M +$93.8M +1,308,643 +163%
Bessemer Group
12
Bessemer Group
New Jersey
$146M +$9.35M +130,475 +7%
FMI
13
Fiduciary Management Inc
Wisconsin
$142M -$2.04M -28,416 -1%
EVM
14
Eaton Vance Management
Massachusetts
$139M +$998K +13,928 +0.7%
Bank of America
15
Bank of America
North Carolina
$137M -$6.34M -88,506 -4%
Macquarie Group
16
Macquarie Group
Australia
$136M -$72.6M -1,012,435 -35%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$125M +$273K +3,814 +0.2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$123M -$2.89M -40,333 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$122M -$4.55M -63,444 -4%
Ameriprise
20
Ameriprise
Minnesota
$111M -$41.8M -583,588 -28%
Principal Financial Group
21
Principal Financial Group
Iowa
$105M +$36.5M +508,565 +55%
Renaissance Technologies
22
Renaissance Technologies
New York
$102M +$10.9M +152,600 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$98.8M -$1.97M -27,420 -2%
GKIM
24
GW&K Investment Management
Massachusetts
$95M -$3.35M -46,777 -3%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$93.2M -$718K -10,016 -0.8%

BJ Hedge Fund Activity: Q3 2022 in Review

467 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BJs Wholesale Club (BJ) for Q3 2022, worth a combined $9.31B — up 12% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BJ positions and 52 closed out — a net gain of 40 holders — while 164 added to existing stakes and 160 trimmed.

The largest buyer was Marshall Wace, adding an estimated $93.8M. The largest seller was Fidelity Investments, cutting an estimated $241M.

  • 467 institutional investors held BJs Wholesale Club (BJ) as of Q3 2022, up from 432 in Q2 2022.
  • Funds reported $9.31B of BJs Wholesale Club stock for Q3 2022, up 12% quarter-over-quarter.
  • 92 funds opened new BJs Wholesale Club positions in Q3 2022 and 52 closed out, a net change of +40 holders.
  • The largest BJs Wholesale Club buyer in Q3 2022 was Marshall Wace, an estimated $93.8M added.
  • The largest BJs Wholesale Club seller in Q3 2022 was Fidelity Investments, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2022.