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BJ's Restaurants

140 hedge funds and large institutions have $231M invested in BJ's Restaurants in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $3.75M

11.65% less ownership

Funds ownership: 98.29%86.63% (-12%)

23% less funds holding

Funds holding: 183140 (-43)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

60% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 68

68% less capital invested

Capital invested by funds: $715M → $231M (-$484M)

Holders
140
Holders Change
-43
Holders Change %
-23.5%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
38
Reduced
53
Closed
68
Calls
$6.69M
Puts
$3.75M
Net Calls
+$2.93M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.3M -$9.33M -290,554 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.5M +$3.85M +119,884 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.7M -$508K -15,825 -1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$13.4M -$6.12M -190,489 -16%
State Street
5
State Street
Massachusetts
$9.35M +$2.64M +82,160 +14%
RCAMU
6
Rothschild & Co Asset Management US
Connecticut
$7.94M -$2.3M -71,740 -11%
BAMCO Inc
7
BAMCO Inc
New York
$6.95M -$3.21M -100,000 -17%
Assenagon Asset Management
8
Assenagon Asset Management
Luxembourg
$6.85M +$15.8M +493,242 New
Norges Bank
9
Norges Bank
Norway
$5.01M
HighTower Advisors
10
HighTower Advisors
Illinois
$4.74M +$10.9M +340,800 New
Russell Investments Group
11
Russell Investments Group
United Kingdom
$4.68M +$3.85M +119,945 +55%
MCM
12
Matarin Capital Management
New York
$4.18M +$3.05M +94,827 +46%
TAM
13
THB Asset Management
Connecticut
$3.95M +$9.13M +284,376 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.85M +$476K +14,810 +6%
Northern Trust
15
Northern Trust
Illinois
$3.73M +$166K +5,159 +2%
Charles Schwab
16
Charles Schwab
California
$3.57M +$871K +27,119 +12%
BNP Paribas Asset Management
17
BNP Paribas Asset Management
France
$3.38M -$3.47K -108 -0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.16M -$12.3M -382,892 -63%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$2.65M +$6.12M +190,402 New
CCPM
20
Cooper Creek Partners Management
New York
$2.44M +$2.07M +64,494 +58%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.26M +$4.66M +145,167 +812%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.26M +$2.83M +88,200 +119%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.19M -$192K -5,966 -4%
SEI Investments
24
SEI Investments
Pennsylvania
$2.01M -$312K -9,699 -6%
Invesco
25
Invesco
Georgia
$1.97M -$1.59M -49,363 -26%

BJRI Hedge Fund Activity: Q1 2020 in Review

140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q1 2020, worth a combined $231M — down 68% from $715M a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of BJRI and 27 opened new positions — a net loss of 41 holders — while 53 trimmed existing stakes and 38 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $15.8M. The largest seller was Millennium Management, exiting entirely with an estimated $32.5M sold.

  • 140 institutional investors held BJ's Restaurants (BJRI) as of Q1 2020, down from 183 in Q4 2019.
  • Funds reported $231M of BJ's Restaurants stock for Q1 2020, down 68% quarter-over-quarter.
  • 27 funds opened new BJ's Restaurants positions in Q1 2020 and 68 closed out, a net change of -41 holders.
  • The largest BJ's Restaurants buyer in Q1 2020 was Assenagon Asset Management, an estimated $15.8M added.
  • The largest BJ's Restaurants seller in Q1 2020 was Millennium Management, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2020.