BJ
BJ's Wholesale Club Holdings, Inc. · Consumer Defensive · Discount Stores
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 133 | +1 | 108.10M | $9.45B | +7 | −7 |
| Q1 2026 | 136 | -4 | 104.81M | $10.33B | +4 | −9 |
| Q4 2025 | 141 | +1 | 115.92M | $10.44B | +2 | n/a |
| Q3 2025 | 22 | 0 | 58.16M | $5.42B | +1 | −2 |
| Q2 2025 | 20 | 0 | 52.62M | $5.67B | +1 | −1 |
| Q1 2025 | 17 | +1 | 12.72M | $1.45B | +1 | n/a |
| Q4 2024 | 16 | +1 | 11.19M | $999.69M | +1 | n/a |
| Q3 2024 | 14 | -1 | 6.15M | $507.31M | n/a | −1 |
| Q2 2024 | 15 | n/a | 7.96M | $699.48M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 2.18M | n/a | $191.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (pasivo) | 1.42M | n/a | $125.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 867.70K | n/a | $76.22M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Marshall Wace ✦ | 848.00K | n/a | $74.49M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 5 | D. E. Shaw & Co. ✦ | 591.60K | n/a | $51.97M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 574.53K | n/a | $50.47M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 513.15K | n/a | $45.08M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 255.69K | n/a | $22.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | T. Rowe Price ✦ | 253.02K | n/a | $22.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bridgewater Associates ✦ | 187.11K | n/a | $16.44M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 110.17K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 95.05K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 39.58K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 14.28K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Gotham Asset Management ✦ | 8.40K | n/a | $737,505 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 621 tenedores, 132.90M acciones, $12.44B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 8.45K acc. · $887,037
Officer, Director · 5.00K acc. · $517,300
Officer, Director · 1.00K acc. · $105,410
Officer, Director · 2.00K acc. · $209,280
Officer, Director · 15.78K acc. · $1.63M
Officer, Director · 18.00K acc. · $1.81M
Officer, Director · 100.90K acc. · $10.35M
Officer, Director · 37.50K acc. · $3.81M
Officer, Director · 12.40K acc. · $1.24M
Officer · 4.86K acc. · $456,901
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología