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
BlackRock
1
BlackRock
New York
$93.3M -$3.86M -125,556 -3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.1M -$292K -9,475 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.9M +$270K +8,763 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.8M -$1.72M -55,839 -5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$22.3M +$5.11M +166,152 +21%
State Street
6
State Street
Massachusetts
$20.7M +$368K +11,961 +1%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$15.7M +$1.41M +45,839 +7%
EA
8
Emerald Advisers
Pennsylvania
$13.9M +$92 +3 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.2M +$504K +16,395 +4%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.8M
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$8.27M +$2.12M +68,758 +24%
RCMC
12
RK Capital Management (Colorado)
Colorado
$7.72M -$27.7K -900 -0.3%
Charles Schwab
13
Charles Schwab
California
$7.58M -$281K -9,126 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$7.24M -$250K -8,109 -3%
Morgan Stanley
15
Morgan Stanley
New York
$6.56M +$2.38M +77,334 +38%
American Century Companies
16
American Century Companies
Missouri
$6.37M +$1.14M +37,173 +16%
Northern Trust
17
Northern Trust
Illinois
$6.02M +$41.3K +1,341 +0.5%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$5.71M +$407K +13,228 +6%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$5.1M -$271K -8,813 -4%
Two Sigma Investments
20
Two Sigma Investments
New York
$4.49M -$1.11M -36,017 -16%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.31M -$698K -22,700 -11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.2M -$329K -10,686 -6%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$4.08M +$944K +30,693 +21%
Invesco
24
Invesco
Georgia
$3.34M +$1.17M +37,990 +36%
TG
25
TCW Group
California
$3.23M +$1.55M +50,232 +58%

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.