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BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
226
Glen Harbor Capital Management
California
$212K +$127K +2,108 +151%
OI
227
Oakbrook Investments
Illinois
$209K +$208K +3,450 New
IUHSA
228
Itau Unibanco Holding S.A.
Brazil
$207K -$14.5K -240 -7%
DC
229
Davenport & Co
Virginia
$207K +$206K +3,418 New
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$204K +$203K +3,369 New
BCM
231
BlueCrest Capital Management
Jersey
$203K -$647K -10,732 -76%
First Manhattan
232
First Manhattan
New York
$184K +$184K +3,049 New
MAM
233
Meeder Asset Management
Ohio
$177K -$248K -4,120 -59%
MCIM
234
Meadow Creek Investment Management
Georgia
$174K +$105K +1,736 +151%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$163K -$55.9K -926 -26%
EP
236
Elkfork Partners
Oregon
$137K +$82.3K +1,364 +151%
AssetMark Inc
237
AssetMark Inc
California
$134K +$107K +1,780 +403%
AIG
238
American International Group
New York
$134K +$134K +2,221 New
C
239
Cerebellum
California
$128K +$128K +2,119 New
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$126K +$125K +2,075 New
TG
241
TLP Group
Illinois
$121K +$121K +2,001 New
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$106K +$28.6K +475 +37%
SG Americas Securities
243
SG Americas Securities
New York
$101K -$324K -5,367 -76%
TAM
244
Tyers Asset Management
Texas
$100K +$59.8K +992 +151%
EWM
245
Evercore Wealth Management
New York
$86K -$16.4K -272 -16%
RCM
246
Riverhead Capital Management
Delaware
$68K +$35K +580 +105%
TRCT
247
Tower Research Capital (TRC)
New York
$66K +$65.6K +1,088 New
Fuller & Thaler Asset Management
248
Fuller & Thaler Asset Management
California
$60K
AIL
249
AGF Investments LLC
Ontario, Canada
$58K +$57.5K +953 New
GBT
250
Grove Bank & Trust
Florida
$53K

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.