Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bjs Whsl Club Hldgs Inc (BJ)

625 + Investors. Track Smart Money conviction in BJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — BJ

Based on 629 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
629 hedge funds hold BJ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BJ is almost the same as a year ago (-15 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

327 buying339 selling
Last quarter: 339 funds reduced or exited vs 327 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new BJ position: 78 → 101 → 92 → 102. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
370 out of 629 hedge funds have held BJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +12%, value -7%

Value
-6%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~102 new funds/quarter

98 → 78 → 101 → 92 → 102 new funds/Q
New funds entering each quarter: 78 → 101 → 92 → 102. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 650 holders: 408 (63%) are 2+ year veterans, 94 entered 1–2 years ago, and 148 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
65 of 628 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in BJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BJ

In 2026 Q2, 327 hedge funds were net buyers of BJ (102 opened a new position, 225 added to an existing one), while 339 reduced or exited (239 trimmed, 100 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in BJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 629.

Hedge Fund Ownership: BJ

How many hedge funds hold BJ — quarterly history vs. share price
Quarterly hedge fund ownership of BJ vs. share price

Market Analysis: BJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bjs Whsl Club Hldgs Inc (BJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BJ has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 58d ago
BJ
+7.0%
XLP
+4.0%

BJ outperformed XLP by +3.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 13d ago
BJ
-0.1%
XLP
+0.3%

Since the filing became public, BJ outperformed XLP by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BJ
625 + Investors

Track Smart Money conviction in BJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 625 627 -0.32%
13F Shares 139M 136M 2.5%
Total Value $11.66B $12.69B -8.1%
New Positions 100 92 +8
Increased Positions 218 221 -3
Closed Positions 101 86 +15
Reduced Positions 230 230 -
Total Calls 11 13 -15.38%
Total Puts 10 15 -33.33%
PUT/CALL Ratio 0.91 1.15 Neutral

Statistics: BJ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

625 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BJ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 River Road Asset Management, LLC 3.27% 3,374,396 $294.3M
2 FinArc Investments, Inc. 3.17% 40,029 $3.5M
3 Walter Public Investments Inc. 1.77% 84,348 $7.4M
4 Cox Capital Mgt LLC 1.29% 26,638 $2.3M
5 Fiduciary Management Inc /Wi/ 1.23% 988,158 $86.2M
6 Tilia Fiduciary Partners, INC. 1.22% 29,467 $2.6M
7 Alta Capital Management LLC/ 1.05% 161,253 $14.1M
8 Cutter & CO Brokerage, Inc. 0.98% 36,210 $4.1M
9 Foster Victor Wealth Advisors, LLC 0.88% 187,542 $16.8M
10 Bell Asset Management Ltd 0.81% 34,968 $3.0M
11 Kayne Anderson Rudnick Investment Management LLC 0.81% 2,974,555 $259.4M
12 Game Creek Capital, LP 0.80% 26,000 $2.3M
13 Intrepid Capital Management Inc 0.76% 24,687 $2.2M
14 Dean Capital Management 0.73% 23,248 $2.0M
15 Kirr Marbach & Co LLC /In/ 0.71% 48,672 $4.2M
16 Dean Investment Associates, LLC 0.64% 55,571 $4.8M
17 Avity Investment Management INC. 0.61% 110,040 $9.6M
18 Danica Pension, Livsforsikringsaktieselskab 0.60% 431,689 $37.7M
19 Boston Trust Walden Corp 0.59% 882,941 $77.0M
20 Martin & Co Inc /Tn/ 0.57% 41,520 $3.6M
21 Future Fund LLC 0.50% 20,100 $1.8M
22 Beacon Investment Advisors LLC 0.50% 18,177 $1.6M
23 Victory Capital Management Inc 0.46% 9,479,369 $826.8M
24 Riverwater Partners LLC 0.42% 16,213 $1.4M
25 Landscape Capital Management, L.L.C. 0.39% 69,717 $6.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bjs Whsl Club Hldgs Inc (BJ)

What does the Smart Money Trend signal show for BJ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BJ?

More sellers than buyers — 49% buying: Last quarter: 339 funds reduced or exited vs 327 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BJ holders?

Elite ownership — 70% AUM from top-100 funds: 65 of 628 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in BJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BJ?

59% of holders stayed for 2+ years: 370 out of 629 hedge funds have held BJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bjs Whsl Club Hldgs Inc (BJ) following the 2026 Q2 hedge fund 13F filings?

As of today, BJ has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.3% for the XLP sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), BJ has gained +7.0% vs +4.0% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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