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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.14B +$306M +4,548,963 +40%
Vanguard Group
2
Vanguard Group
Pennsylvania
$955M -$1.56M -23,129 -0.2%
BlackRock
3
BlackRock
New York
$843M -$247K -3,670 -0%
Amundi
4
Amundi
France
$355M +$99.4M +1,477,187 +40%
Victory Capital Management
5
Victory Capital Management
Texas
$324M +$55.6M +826,591 +22%
Morgan Stanley
6
Morgan Stanley
New York
$281M +$24.8M +369,317 +10%
RRAM
7
River Road Asset Management
Kentucky
$277M +$14.7M +217,747 +6%
ClearBridge Investments
8
ClearBridge Investments
New York
$273M -$13.6M -202,459 -5%
State Street
9
State Street
Massachusetts
$273M -$1.06M -15,748 -0.4%
PI
10
Putnam Investments
Massachusetts
$250M +$37.7K +560 +0%
JP Morgan Chase
11
JP Morgan Chase
New York
$234M +$20.9M +310,128 +10%
Bessemer Group
12
Bessemer Group
New Jersey
$216M -$3.37M -50,124 -2%
FMI
13
Fiduciary Management Inc
Wisconsin
$153M +$2.12M +31,514 +1%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$151M +$18.3M +271,628 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$143M +$2.51M +37,377 +2%
Bank of America
16
Bank of America
North Carolina
$128M +$5.71M +84,793 +5%
Ameriprise
17
Ameriprise
Minnesota
$121M +$31.5M +467,575 +38%
Artisan Partners
18
Artisan Partners
Wisconsin
$119M +$610K +9,071 +0.5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$117M +$9.07M +134,751 +9%
Citadel Advisors
20
Citadel Advisors
Florida
$116M +$70.6M +1,049,143 +183%
Fidelity International
21
Fidelity International
Bermuda
$113M +$1.34M +19,843 +1%
Invesco
22
Invesco
Georgia
$112M +$21.5M +320,072 +26%
CAM
23
Congress Asset Management
Massachusetts
$107M +$14.9M +221,914 +17%
TCM
24
TimesSquare Capital Management
New York
$107M -$4.74M -70,456 -4%
Principal Financial Group
25
Principal Financial Group
Iowa
$97.3M -$1.35M -20,060 -1%

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.