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BJ's Restaurants

143 hedge funds and large institutions have $646M invested in BJ's Restaurants in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $370K

13% more capital invested

Capital invested by funds: $572M → $646M (+$74.2M)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% less funds holding

Funds holding: 144143 (-1)

3.04% less ownership

Funds ownership: 97.29%94.25% (-3%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
52
Closed
23
Calls
$2.35M
Puts
$370K
Net Calls
+$1.98M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M -$6.1M -195,660 -5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$111M -$479K -15,349 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.7M +$915K +29,339 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.9M +$2.76M +88,506 +8%
State Street
5
State Street
Massachusetts
$25.2M -$163K -5,228 -0.6%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$23.8M -$2.62M -83,913 -9%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$22.6M -$3.33M -106,645 -12%
EA
8
Emerald Advisers
Pennsylvania
$17.4M -$349K -11,202 -2%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.4M +$1.57M +50,209 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.3M +$643K +20,616 +5%
BNP Paribas Asset Management
11
BNP Paribas Asset Management
France
$10.4M +$259K +8,311 +2%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$10.4M -$7.97M -255,645 -42%
Charles Schwab
13
Charles Schwab
California
$10.2M +$13.2K +422 +0.1%
Victory Capital Management
14
Victory Capital Management
Texas
$9.27M -$400K -12,819 -4%
Northern Trust
15
Northern Trust
Illinois
$7.19M -$125K -3,997 -2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$6.21M +$761K +24,400 +13%
American Century Companies
17
American Century Companies
Missouri
$6.09M +$1.36M +43,578 +27%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$5.87M +$6.28M +201,374 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.83M -$141K -4,533 -2%
RCMC
20
RK Capital Management (Colorado)
Colorado
$5.66M +$196K +6,300 +3%
Hudson Bay Capital Management
21
Hudson Bay Capital Management
Connecticut
$5.22M +$2.42M +77,563 +76%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.11M +$1.77M +56,633 +48%
WMSA
23
Weiss Multi-Strategy Advisers
New York
$4.33M +$1.13M +36,330 +32%
Morgan Stanley
24
Morgan Stanley
New York
$4.14M -$4.37M -140,121 -50%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.12M -$46.2K -1,483 -1%

BJRI Hedge Fund Activity: Q1 2023 in Review

143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q1 2023, worth a combined $646M — up 13% from $572M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BJRI positions and 23 closed out — a net gain of 1 holder — while 42 added to existing stakes and 52 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $6.28M. The largest seller was Russell Investments Group, cutting an estimated $7.97M.

  • 143 institutional investors held BJ's Restaurants (BJRI) as of Q1 2023, down from 144 in Q4 2022.
  • Funds reported $646M of BJ's Restaurants stock for Q1 2023, up 13% quarter-over-quarter.
  • 24 funds opened new BJ's Restaurants positions in Q1 2023 and 23 closed out, a net change of +1 holder.
  • The largest BJ's Restaurants buyer in Q1 2023 was Balyasny Asset Management, an estimated $6.28M added.
  • The largest BJ's Restaurants seller in Q1 2023 was Russell Investments Group, an estimated $7.97M sold.

Based on aggregated 13F filings for Q1 2023.