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BJ's Restaurants
BJRI

127 hedge funds and large institutions have $807M invested in BJ's Restaurants in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $760M → $807M (+$46.7M)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

13% less call options, than puts

Call options by funds: $2.41M | Put options by funds: $2.78M

16% less funds holding

Funds holding: 152 → 127 (-25)

62% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 39

Holders
127
Holders Change
-25
Holders Change %
-16.45%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
47
Reduced
48
Closed
39
Calls
$2.41M
Puts
$2.78M
Net Calls
-$371K
Net Calls Change
+$724K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48.7M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$35.5M
3
CIP
Champlain Investment Partners
Vermont
+$19.6M
4
SCA
SAC Capital Advisors
Connecticut
+$14.2M
5
Millennium Management
Millennium Management
New York
+$9.37M

Top Sellers

1
TCP
TAMRO Capital Partners
Virginia
-$36.3M
2
EAM
Eagle Asset Management
Florida
-$28M
3
KI
Kalmar Investments
Delaware
-$10.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.3M
5
WC
Weatherbie Capital
Massachusetts
-$9.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
151
Dynamic Technology Lab
Singapore
– -$366K -12,753 Closed
MCM
152
Manchester Capital Management
Vermont
– -$349K -12,160 Closed
HCM
153
Highbridge Capital Management
New York
– -$259K -9,002 Closed
IGIM
154
I.G. Investment Management
Manitoba, Canada
– -$224K -7,800 Closed
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
– -$212K -7,400 Closed
CCIA
156
Campbell & Co Investment Adviser
Maryland
– -$204K -7,100 Closed
SG Americas Securities
157
SG Americas Securities
New York
– -$171K -5,957 Closed
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
– -$144K -5,000 Closed
QT
159
Quantbot Technologies
New York
– -$140K -4,900 Closed
STC
160
SEI Trust Company
Pennsylvania
– -$33K -1,166 Closed
MA
161
MUFG Americas
New York
– -$29K -1,000 Closed
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
– -$20K -699 Closed
Creative Planning
163
Creative Planning
Kansas
– -$4K -155 Closed
MFS
164
MSI Financial Services
Massachusetts
– -$2K -75 Closed
KIG
165
Kessler Investment Group
Indiana
– -$1K -25 Closed
FNBT
166
FineMark National Bank & Trust
Florida
– -$1K -24 Closed
3 4 5 6
7

BJRI Hedge Fund Activity: Q4 2013 in Review

127 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q4 2013, worth a combined $807M — up 6.1% from $760M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of BJRI and 15 opened new positions — a net loss of 24 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $48.7M. The largest seller was TAMRO Capital Partners, exiting entirely with an estimated $36.3M sold.

  • 127 institutional investors held BJ's Restaurants (BJRI) as of Q4 2013, down from 152 in Q3 2013.
  • Funds reported $807M of BJ's Restaurants stock for Q4 2013, up 6.1% quarter-over-quarter.
  • 15 funds opened new BJ's Restaurants positions in Q4 2013 and 39 closed out, a net change of -24 holders.
  • The largest BJ's Restaurants buyer in Q4 2013 was Morgan Stanley, an estimated $48.7M added.
  • The largest BJ's Restaurants seller in Q4 2013 was TAMRO Capital Partners, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2013.