BJ's Restaurants
BJRI
146 hedge funds and large institutions have $1.12B invested in BJ's Restaurants in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 25 increasing their positions, 61 reducing their positions, and 12 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
169% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $5.07M
43% more capital invested
Capital invested by funds: $786M → $1.12B (+$336M)
18% more funds holding
Funds holding: 124 → 146 (+22)
59% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 61
Top Buyers
Top Sellers
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$27.8M |
| 2 |
Morgan Stanley
New York
|
-$27.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$18.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.5M |
| 5 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$7.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Walleye Trading
New York
| – | -$394K | -8,991 | Closed |
|
|
PAM
152
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$208K | -5,788 | Closed |
|
153
BNP Paribas Financial Markets
Paris,
France
| – | -$47.9K | -1,332 | Closed |
|
|
PG
154
PEAK6 Group
Chicago,
Illinois
| – | -$54.9K | -1,251 | Closed |
|
|
PCM
155
Prelude Capital Management
New York
| – | -$40K | -1,100 | Closed |
|
|
WOC
156
West Oak Capital
Westlake Village,
California
| – | -$3.6K | -100 | Closed |
|
157
Creative Planning
Overland Park,
Kansas
| – | -$2K | -50 | Closed |
|
158
SEI Investments
Oaks,
Pennsylvania
| – | +$395 | +9 | New |
|
BJRI Hedge Fund Activity: Q4 2014 in Review
146 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q4 2014, worth a combined $1.12B — up 43% from $786M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BJRI positions and 12 closed out — a net gain of 23 holders — while 25 added to existing stakes and 61 trimmed.
The largest buyer was Invesco, adding an estimated $43.7M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $27.8M sold.
- 146 institutional investors held BJ's Restaurants (BJRI) as of Q4 2014, up from 124 in Q3 2014.
- Funds reported $1.12B of BJ's Restaurants stock for Q4 2014, up 43% quarter-over-quarter.
- 35 funds opened new BJ's Restaurants positions in Q4 2014 and 12 closed out, a net change of +23 holders.
- The largest BJ's Restaurants buyer in Q4 2014 was Invesco, an estimated $43.7M added.
- The largest BJ's Restaurants seller in Q4 2014 was Champlain Investment Partners, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2014.