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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.18B +$81.8M +966,528 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B -$2.19M -25,909 -0.2%
BlackRock
3
BlackRock
New York
$937M -$6.35M -75,034 -0.7%
Amundi
4
Amundi
France
$578M +$38.3M +452,716 +7%
Victory Capital Management
5
Victory Capital Management
Texas
$531M +$18.4M +217,385 +3%
Morgan Stanley
6
Morgan Stanley
New York
$415M -$227K -2,680 -0.1%
Franklin Resources
7
Franklin Resources
California
$409M +$28.5M +337,217 +8%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$354M +$8.32M +98,341 +2%
State Street
9
State Street
Massachusetts
$334M +$3.83M +45,288 +1%
RRAM
10
River Road Asset Management
Kentucky
$237M -$29.8M -352,844 -11%
Bessemer Group
11
Bessemer Group
New Jersey
$225M -$23.8M -281,024 -9%
JP Morgan Chase
12
JP Morgan Chase
New York
$206M -$14.6M -172,256 -6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$197M +$75.8M +896,263 +60%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$183M +$2.96M +34,940 +2%
ClearBridge Investments
15
ClearBridge Investments
New York
$172M -$48M -567,297 -21%
FMI
16
Fiduciary Management Inc
Wisconsin
$166M -$64.2M -758,518 -27%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$134M -$15.1M -178,605 -10%
Principal Financial Group
18
Principal Financial Group
Iowa
$129M -$4.97M -58,728 -4%
TCM
19
TimesSquare Capital Management
New York
$121M +$15.6M +184,966 +14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$114M +$767K +9,061 +0.7%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$113M +$11.5M +136,082 +11%
Norges Bank
22
Norges Bank
Norway
$113M -$4.69M -55,452 -4%
Bank of America
23
Bank of America
North Carolina
$112M -$23.7M -280,070 -17%
Squarepoint
24
Squarepoint
New York
$104M -$496K -5,860 -0.5%
Fidelity International
25
Fidelity International
Bermuda
$104M -$28.8M -340,312 -21%

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.