We are live on ! Find out more
BJRI icon

BJ's Restaurants
BJRI

147 hedge funds and large institutions have $801M invested in BJ's Restaurants in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $3.43M

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

0.04% more ownership

Funds ownership: 99.58% → 99.62% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 154 → 147 (-7)

17% less capital invested

Capital invested by funds: $967M → $801M (-$166M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
64
Reduced
43
Closed
23
Calls
$13.8M
Puts
$3.43M
Net Calls
+$10.4M
Net Calls Change
+$7.83M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$16.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.3M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$6.73M
4
American Century Companies
American Century Companies
Missouri
+$5.83M
5
Marshall Wace
Marshall Wace
United Kingdom
+$5.57M

Top Sellers

1
GIP
Granite Investment Partners
California
-$22.4M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$13.3M
3
SC
Samlyn Capital
New York
-$10M
4
Invesco
Invesco
Georgia
-$9.65M
5
Northern Trust
Northern Trust
Illinois
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$131M -$1.94M -54,564 -1%
BlackRock
2
BlackRock
New York
$125M +$3.96M +111,195 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.2M -$1.86M -52,181 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$62.8M +$7.3M +205,068 +13%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$37M +$6.73M +189,148 +21%
American Century Companies
6
American Century Companies
Missouri
$28.5M +$5.83M +163,907 +25%
State Street
7
State Street
Massachusetts
$27.8M +$1.01M +28,276 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.6M -$533K -14,982 -2%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$19.7M +$16.5M +463,331 +435%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$18M +$1.7M +47,639 +10%
Invesco
11
Invesco
Georgia
$16.7M -$9.65M -271,031 -36%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14M +$4.76M +133,790 +49%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.6M -$81K -2,275 -0.6%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$13.2M -$486K -13,658 -3%
BNP Paribas Asset Management
15
BNP Paribas Asset Management
France
$13.2M +$523K +14,706 +4%
EA
16
Emerald Advisers
Pennsylvania
$13M -$274K -7,686 -2%
Charles Schwab
17
Charles Schwab
California
$10.3M +$572K +16,075 +6%
Northern Trust
18
Northern Trust
Illinois
$9.04M -$7.13M -200,335 -43%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.63M -$848K -23,832 -10%
SEI Investments
20
SEI Investments
Pennsylvania
$6.02M +$744K +20,897 +14%
Morgan Stanley
21
Morgan Stanley
New York
$5.68M -$3.96M -111,161 -40%
Marshall Wace
22
Marshall Wace
United Kingdom
$5.64M +$5.57M +156,508 +2,325%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.54M +$2.1M +58,900 +58%
N
24
Nuveen
North Carolina
$5.53M +$2.9M +81,399 +104%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.36M -$133K -3,724 -2%
1
2 3 4 5

BJRI Hedge Fund Activity: Q4 2021 in Review

147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q4 2021, worth a combined $801M — down 17% from $967M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BJRI and 18 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 64 added.

The largest buyer was Russell Investments Group, adding an estimated $16.5M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $22.4M sold.

  • 147 institutional investors held BJ's Restaurants (BJRI) as of Q4 2021, down from 154 in Q3 2021.
  • Funds reported $801M of BJ's Restaurants stock for Q4 2021, down 17% quarter-over-quarter.
  • 18 funds opened new BJ's Restaurants positions in Q4 2021 and 23 closed out, a net change of -5 holders.
  • The largest BJ's Restaurants buyer in Q4 2021 was Russell Investments Group, an estimated $16.5M added.
  • The largest BJ's Restaurants seller in Q4 2021 was Granite Investment Partners, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.