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BJ's Restaurants

150 hedge funds and large institutions have $736M invested in BJ's Restaurants in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,149% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $569K

7% more capital invested

Capital invested by funds: $687M → $736M (+$49.2M)

0.77% more ownership

Funds ownership: 91.02%91.8% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 169150 (-19)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

50% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 32

Holders
150
Holders Change
-19
Holders Change %
-11.24%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
56
Closed
32
Calls
$35.6M
Puts
$569K
Net Calls
+$35M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M -$1.63M -45,981 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.2M -$26.6K -750 -0%
F1I
3
Fund 1 Investments
Puerto Rico
$79.1M -$2.38M -67,147 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.6M +$2.79M +78,852 +7%
State Street
5
State Street
Massachusetts
$30.9M +$1.06M +29,820 +4%
Nomura Holdings
6
Nomura Holdings
Japan
$29.4M +$5.72M +161,495 +24%
Goldman Sachs
7
Goldman Sachs
New York
$26.7M +$8.94M +252,410 +50%
American Century Companies
8
American Century Companies
Missouri
$24.6M +$2.82M +79,512 +13%
EA
9
Emerald Advisers
Pennsylvania
$20.5M +$518K +14,607 +3%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$18.1M -$3.08M -86,898 -14%
BNP Paribas Asset Management
11
BNP Paribas Asset Management
France
$17.3M +$5.31M +149,723 +44%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.3M -$71.9K -2,029 -0.4%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$14.6M +$3.27M +92,285 +28%
WP
14
Woodline Partners
California
$12.7M -$701K -19,789 -5%
AC
15
Armistice Capital
New York
$12.3M +$7.09M +200,000 +133%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.2M -$1.6M -45,239 -12%
UBS Group
17
UBS Group
Switzerland
$10.6M +$10.2M +288,368 +2,009%
Morgan Stanley
18
Morgan Stanley
New York
$10M -$4.07M -114,817 -29%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.76M +$3.7M +104,490 +60%
Invesco
20
Invesco
Georgia
$9.13M +$5.5M +155,109 +148%
N
21
Nuveen
North Carolina
$8.55M +$2.69M +75,936 +45%
Charles Schwab
22
Charles Schwab
California
$8.32M -$1.08M -30,404 -11%
Northern Trust
23
Northern Trust
Illinois
$8.05M +$682K +19,239 +9%
SC
24
Shay Capital
New York
$5.41M -$126K -3,559 -2%
Millennium Management
25
Millennium Management
New York
$5.34M -$7.2M -203,110 -57%

BJRI Hedge Fund Activity: Q4 2024 in Review

150 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BJ's Restaurants (BJRI) for Q4 2024, worth a combined $736M — up 7.2% from $687M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of BJRI and 16 opened new positions — a net loss of 16 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was UBS Group, adding an estimated $10.2M. The largest seller was Millennium Management, cutting an estimated $7.2M.

  • 150 institutional investors held BJ's Restaurants (BJRI) as of Q4 2024, down from 169 in Q3 2024.
  • Funds reported $736M of BJ's Restaurants stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 16 funds opened new BJ's Restaurants positions in Q4 2024 and 32 closed out, a net change of -16 holders.
  • The largest BJ's Restaurants buyer in Q4 2024 was UBS Group, an estimated $10.2M added.
  • The largest BJ's Restaurants seller in Q4 2024 was Millennium Management, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2024.