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BWX Technologies
BWXT

239 hedge funds and large institutions have $3.93B invested in BWX Technologies in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,031% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $123K

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

8.65% more ownership

Funds ownership: 136.29% → 144.94% (+8.7%)

8% more capital invested

Capital invested by funds: $3.65B → $3.93B (+$276M)

6% more funds holding

Funds holding: 226 → 239 (+13)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
239
Holders Change
+13
Holders Change %
+5.75%
% of All Funds
6.94%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
37
Increased
95
Reduced
74
Closed
23
Calls
$1.39M
Puts
$123K
Net Calls
+$1.27M
Net Calls Change
-$2.34M

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$84.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.5M
3
SV
Starboard Value
New York
+$51.6M
4
BHG
Blue Harbour Group
Connecticut
+$36M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.8M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$42.9M
2
KAM
Keeley Asset Management
Illinois
-$34.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$29.9M
4
LCM
Lakewood Capital Management
New York
-$23.7M
5
TCA
Taconic Capital Advisors
New York
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$10K -$44.2K -1,888 -82%
TAM
227
Tocqueville Asset Management
New York
$9K +$8.2K +350 New
MAM
228
Mizuho Asset Management
Japan
$8K – – –
SFSIG
229
San Francisco Sentry Investment Group
California
$4K – – –
S
230
SignatureFD
Georgia
$4K – – –
EWM
231
Elite Wealth Management
Washington
$4K +$3.77K +161 New
WA
232
Waverly Advisors
Alabama
$4K +$4.26K +182 New
MFS
233
MSI Financial Services
Massachusetts
$3K – – –
ASN
234
Advisory Services Network
Georgia
$3K +$3.07K +131 New
Federated Hermes
235
Federated Hermes
Pennsylvania
$2K -$1.22K -52 -38%
NES
236
New England Securities
New York
$2K – – –
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110 -$169K -7,233 -62%
TCA
238
Taconic Capital Advisors
New York
– -$22.8M -943,650 Closed
LCS
239
Levin Capital Strategies
New York
– -$7.52M -311,667 Closed
Two Sigma Investments
240
Two Sigma Investments
New York
– -$1.89M -78,175 Closed
Two Sigma Advisers
241
Two Sigma Advisers
New York
– -$1.64M -67,877 Closed
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
– -$1.16M -47,951 Closed
CCM
243
Corsair Capital Management
New York
– -$1.02M -42,248 Closed
CF
244
CNA Financial
Illinois
– -$948K -39,313 Closed
CPIM
245
Columbia Partners Investment Management
Virginia
– -$785K -32,552 Closed
USAA
246
United Services Automobile Association
Texas
– -$459K -19,013 Closed
PG
247
PEAK6 Group
Illinois
– -$221K -18,328 Closed
SCM
248
Stevens Capital Management
Pennsylvania
– -$413K -17,114 Closed
NBC
249
Neuberger Berman Canada
Ontario, Canada
– -$326K -13,519 Closed
WAM
250
World Asset Management
Michigan
– -$283K -11,722 Closed
7 8 9
10
11

BWXT Hedge Fund Activity: Q4 2013 in Review

239 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2013, worth a combined $3.93B — up 7.6% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BWXT positions and 23 closed out — a net gain of 14 holders — while 95 added to existing stakes and 74 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.

  • 239 institutional investors held BWX Technologies (BWXT) as of Q4 2013, up from 226 in Q3 2013.
  • Funds reported $3.93B of BWX Technologies stock for Q4 2013, up 7.6% quarter-over-quarter.
  • 37 funds opened new BWX Technologies positions in Q4 2013 and 23 closed out, a net change of +14 holders.
  • The largest BWX Technologies buyer in Q4 2013 was Perkins Investment Management, an estimated $84.4M added.
  • The largest BWX Technologies seller in Q4 2013 was T. Rowe Price Associates, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2013.