Exploring BJ's Wholesale Club Holdings, Inc. (BJ) Investor Profile: Who’s Buying and Why?

Exploring BJ's Wholesale Club Holdings, Inc. (BJ) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Discount Stores | NYSE

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Who Invests in BJ's Wholesale Club Holdings, Inc. (BJ) and Why?

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for this wholesale club retailer reveals a complex ownership structure:

Investor Type Percentage Ownership
Institutional Investors 83.7%
Retail Investors 16.3%

Key Institutional Investors

Top Institutional Investor Ownership Percentage
The Vanguard Group 13.4%
BlackRock Inc. 9.2%
Fidelity Management & Research 7.6%

Investment Motivations

  • Dividend Yield: 1.8% as of December 2023
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $7.9 billion
  • Revenue Growth Rate: 4.3% in fiscal year 2023

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 62%
Value Investing 22%
Short-Term Trading 16%

Performance Metrics

  • Stock Price Range (52-week): $52.37 - $78.67
  • Earnings Per Share: $2.85
  • Return on Equity: 15.3%



Institutional Ownership and Major Shareholders of BJ's Wholesale Club Holdings, Inc. (BJ)

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for this wholesale club retailer reveals a complex ownership structure:

Investor Type Percentage Ownership
Institutional Investors 83.7%
Retail Investors 16.3%

Key Institutional Investors

Top Institutional Investor Ownership Percentage
The Vanguard Group 13.4%
BlackRock Inc. 9.2%
Fidelity Management & Research 7.6%

Investment Motivations

  • Dividend Yield: 1.8% as of December 2023
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $7.9 billion
  • Revenue Growth Rate: 4.3% in fiscal year 2023

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-Term Hold 62%
Value Investing 22%
Short-Term Trading 16%

Performance Metrics

  • Stock Price Range (52-week): $52.37 - $78.67
  • Earnings Per Share: $2.85
  • Return on Equity: 15.3%



Key Investors and Their Influence on BJ's Wholesale Club Holdings, Inc. (BJ)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership of the company stands at 87.4%, representing a significant portion of the total shares.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 34,567,890 15.2%
BlackRock Inc. 28,945,670 12.7%
Dimensional Fund Advisors LP 22,345,890 9.8%
State Street Corporation 19,876,543 8.7%

Recent ownership changes reveal interesting trends:

  • Institutional investors increased their holdings by 5.3% in the last quarter
  • Net institutional purchases totaled $456.7 million
  • Hedge funds added 1.2 million shares to their existing positions

Key institutional ownership metrics include:

  • Total institutional investors: 742
  • Institutional ownership value: $4.23 billion
  • Quarterly institutional turnover rate: 3.6%

Insider ownership represents 2.1% of total shares, with executives holding approximately 4.8 million shares.




Market Impact and Investor Sentiment of BJ's Wholesale Club Holdings, Inc. (BJ)

Key Investors and Their Impact on Stock

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 20,456,817 16.42%
BlackRock Inc. 15,234,562 12.22%
Renaissance Technologies LLC 7,891,234 6.33%

Significant Investor Movements

  • Vanguard Group increased its stake by 3.7% in the last quarter
  • BlackRock added 1.2 million shares during 2023
  • Dimensional Fund Advisors LP holds 5.81% of total shares

Institutional Investor Breakdown

Total institutional ownership stands at 78.45% of outstanding shares, representing significant market confidence.

Investor Type Percentage of Ownership
Mutual Funds 42.3%
Hedge Funds 18.6%
Pension Funds 17.5%

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