We are live on ! Find out more
BJRI icon

BJ's Restaurants

166 hedge funds and large institutions have $520M invested in BJ's Restaurants in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

19% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $5.12M

4% more funds holding

Funds holding: 159166 (+7)

0.26% more ownership

Funds ownership: 93.82%94.08% (+0.26%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

26% less capital invested

Capital invested by funds: $702M → $520M (-$182M)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
52
Reduced
61
Closed
20
Calls
$6.11M
Puts
$5.12M
Net Calls
+$988K
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$4.88K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$4.69K
GI
153
Gradient Investments
Minnesota
$3.4K
MIM
154
Macroview Investment Management
Maryland
$2.7K +$3.54K +115 New
S
155
SignatureFD
Georgia
$2.35K -$2K -65 -39%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$1.31K -$16.9K -550 -91%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$1.31K -$92 -3 -5%
BF
158
BOK Financial
Oklahoma
$1.24K +$1.48K +48 New
Creative Planning
159
Creative Planning
Kansas
$1.06K +$1.39K +45 New
BIA
160
Bell Investment Advisors
California
$423
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$352
LC
162
Lindbrook Capital
California
$352
AF
163
Allworth Financial
California
$282 +$369 +12 New
GWS
164
Glassman Wealth Services
Virginia
$235
HGERS
165
Householder Group Estate & Retirement Specialist
Arizona
$47 +$62 +2 New
Hudson Bay Capital Management
166
Hudson Bay Capital Management
Connecticut
-$7.06M -222,039 Closed
WP
167
Woodline Partners
California
-$2.64M -82,997 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$1.79M -58,214 Closed
Fuller & Thaler Asset Management
169
Fuller & Thaler Asset Management
California
-$1.31M -41,285 Closed
OQS
170
Occudo Quantitative Strategies
Florida
-$1.04M -32,646 Closed
JF
171
Jump Financial
Illinois
-$885K -27,830 Closed
ECM
172
ExodusPoint Capital Management
New York
-$690K -21,693 Closed
SGI
173
Summit Global Investments
Utah
-$471K -14,797 Closed
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$427K -13,442 Closed
LOAMU
175
Lombard Odier Asset Management (USA)
New York
-$394K -12,400 Closed

BJRI Hedge Fund Activity: Q3 2023 in Review

166 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q3 2023, worth a combined $520M — down 26% from $702M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BJRI positions and 20 closed out — a net gain of 8 holders — while 52 added to existing stakes and 61 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $5.11M. The largest seller was Hudson Bay Capital Management, exiting entirely with an estimated $7.06M sold.

  • 166 institutional investors held BJ's Restaurants (BJRI) as of Q3 2023, up from 159 in Q2 2023.
  • Funds reported $520M of BJ's Restaurants stock for Q3 2023, down 26% quarter-over-quarter.
  • 28 funds opened new BJ's Restaurants positions in Q3 2023 and 20 closed out, a net change of +8 holders.
  • The largest BJ's Restaurants buyer in Q3 2023 was Neuberger Berman Group, an estimated $5.11M added.
  • The largest BJ's Restaurants seller in Q3 2023 was Hudson Bay Capital Management, an estimated $7.06M sold.

Based on aggregated 13F filings for Q3 2023.