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BJ's Restaurants

158 hedge funds and large institutions have $1.4B invested in BJ's Restaurants in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $4.39M

60% more capital invested

Capital invested by funds: $873M → $1.4B (+$525M)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

4% more funds holding

Funds holding: 152158 (+6)

2.3% more ownership

Funds ownership: 101.69%103.99% (+2.3%)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
53
Reduced
49
Closed
24
Calls
$22.4M
Puts
$4.39M
Net Calls
+$18M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$115K +$96K +1,833 +1,183%
AIP
127
Ameritas Investment Partners
Nebraska
$110K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$103K -$94.6K -1,807 -51%
EVM
129
Eaton Vance Management
Massachusetts
$92K +$83K +1,585 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$84K +$20.1K +384 +35%
PCG
131
Private Capital Group
Connecticut
$54K -$681 -13 -1%
VCM
132
Versant Capital Management
Arizona
$42K
US Bancorp
133
US Bancorp
Minnesota
$37K
Macquarie Group
134
Macquarie Group
Australia
$36K +$32K +612 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$34K
PHK
136
Point72 Hong Kong
Hong Kong
$34K +$29.9K +571 +4,758%
FC
137
FORA Capital
Florida
$33K +$29.5K +563 New
SWA
138
Sutton Wealth Advisors
Florida
$20.3K
GI
139
Gradient Investments
Minnesota
$15K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$7K +$6.39K +122 New
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$6K +$5.24K +100 New
PFBT
142
Parkside Financial Bank & Trust
Missouri
$4K
S
143
SignatureFD
Georgia
$4K
AssetMark Inc
144
AssetMark Inc
California
$3K
GKIM
145
GW&K Investment Management
Massachusetts
$3K
MWP
146
Meridian Wealth Partners
Pennsylvania
$3K +$3.14K +60 New
CCA
147
Column Capital Advisors
Indiana
$2K
TWA
148
TCI Wealth Advisors
Arizona
$2K +$1.68K +32 New
HWA
149
Heritage Wealth Advisors
Virginia
$1.98K
BCA
150
Berman Capital Advisors
Georgia
$1K

BJRI Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q1 2021, worth a combined $1.4B — up 60% from $873M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BJRI positions and 24 closed out — a net gain of 8 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $36M. The largest seller was Russell Investments Group, cutting an estimated $65.1M.

  • 158 institutional investors held BJ's Restaurants (BJRI) as of Q1 2021, up from 152 in Q4 2020.
  • Funds reported $1.4B of BJ's Restaurants stock for Q1 2021, up 60% quarter-over-quarter.
  • 32 funds opened new BJ's Restaurants positions in Q1 2021 and 24 closed out, a net change of +8 holders.
  • The largest BJ's Restaurants buyer in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $36M added.
  • The largest BJ's Restaurants seller in Q1 2021 was Russell Investments Group, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2021.