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BWX Technologies

265 hedge funds and large institutions have $4.7B invested in BWX Technologies in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $951K

6% more capital invested

Capital invested by funds: $4.45B → $4.7B (+$246M)

3.53% more ownership

Funds ownership: 93.7%97.24% (+3.5%)

4% less funds holding

Funds holding: 277265 (-12)

12% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 103

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

Holders
265
Holders Change
-12
Holders Change %
-4.33%
% of All Funds
6.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
27
Increased
91
Reduced
103
Closed
35
Calls
$1.38M
Puts
$951K
Net Calls
+$425K
Net Calls Change
-$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$43K
PG
227
Patten Group
Tennessee
$40K
IA
228
IFP Advisors
Florida
$39K +$8.82K +182 +29%
KBC Group
229
KBC Group
Belgium
$38K
IUHSA
230
Itau Unibanco Holding S.A.
Brazil
$36K -$17K -350 -32%
AssetMark Inc
231
AssetMark Inc
California
$28K
GBT
232
Grove Bank & Trust
Florida
$28K
Group One Trading
233
Group One Trading
Illinois
$24K -$19.4K -400 -44%
ClearBridge Investments
234
ClearBridge Investments
New York
$24K
VCM
235
Versant Capital Management
Arizona
$24K +$48 +1 +0.2%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$24K +$3.83K +79 +19%
FHA
237
First Horizon Advisors
Tennessee
$23K
Simplex Trading
238
Simplex Trading
Illinois
$18K -$3.14M -64,892 -99%
EA
239
Edge Advisors
Georgia
$18K
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$18K +$533 +11 +3%
AIM
241
Acrospire Investment Management
Illinois
$16K -$9.69K -200 -38%
MMG
242
Monetary Management Group
Missouri
$15K
RFA
243
Reilly Financial Advisors
California
$14K
QCG
244
Quadrant Capital Group
Ohio
$12K -$2.91K -60 -11%
DADC
245
D.A. Davidson & Co
Montana
$12K
WA
246
WFG Advisors
Texas
$11K +$48 +1 +0.4%
SPIA
247
Steward Partners Investment Advisory
New York
$10K
PFO
248
Pathstone Family Office
New Jersey
$10K +$9.69K +200 New
PCP
249
Proficio Capital Partners
Massachusetts
$8K -$2.52K -52 -26%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$8K

BWXT Hedge Fund Activity: Q2 2017 in Review

265 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2017, worth a combined $4.7B — up 5.5% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of BWXT and 27 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 91 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $145M. The largest seller was Blue Harbour Group, cutting an estimated $160M.

  • 265 institutional investors held BWX Technologies (BWXT) as of Q2 2017, down from 277 in Q1 2017.
  • Funds reported $4.7B of BWX Technologies stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 27 funds opened new BWX Technologies positions in Q2 2017 and 35 closed out, a net change of -8 holders.
  • The largest BWX Technologies buyer in Q2 2017 was Janus Henderson Group, an estimated $145M added.
  • The largest BWX Technologies seller in Q2 2017 was Blue Harbour Group, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2017.