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BWX Technologies

269 hedge funds and large institutions have $4.83B invested in BWX Technologies in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.37M

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

1.5% less ownership

Funds ownership: 95.82%94.32% (-1.5%)

6% less funds holding

Funds holding: 286269 (-17)

9% less capital invested

Capital invested by funds: $5.3B → $4.83B (-$462M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
103
Reduced
89
Closed
42
Calls
$1.73M
Puts
$1.37M
Net Calls
+$359K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$11K -$2.59K -46 -18%
BWM
227
BerganKDV Wealth Management
Minnesota
$10K
ST
228
Smithfield Trust
Pennsylvania
$9K
SIM
229
Sonora Investment Management
Arizona
$8K
LSA
230
Leonteq Securities AG
Switzerland
$6.84K -$4.06K -72 -36%
AIA
231
Arcadia Investment Advisors
Idaho
$6.57K
AAP
232
Arax Advisory Partners
Colorado
$6K
LC
233
Lindbrook Capital
California
$6K +$338 +6 +6%
IA
234
IFP Advisors
Florida
$6K +$620 +11 +11%
BIA
235
Bell Investment Advisors
California
$6K +$6.14K +109 New
Bessemer Group
236
Bessemer Group
New Jersey
$6K +$6.25K +111 New
ACA
237
Atlas Capital Advisors
Wyoming
$5.39K
SCA
238
Stonebridge Capital Advisors
Minnesota
$5K -$5.63K -100 -50%
EARNEST Partners
239
EARNEST Partners
Georgia
$5K
EVM
240
Eaton Vance Management
Massachusetts
$5K
PC
241
Pier Capital
Connecticut
$5K
APA
242
American Portfolios Advisors
New York
$4.85K -$5.91K -105 -54%
AWM
243
AllSquare Wealth Management
New York
$4K
BAM
244
Bellevue Asset Management
Washington
$4K
BFEC
245
Benjamin F. Edwards & Company
Missouri
$4K
CFA
246
Carroll Financial Associates
North Carolina
$4K
CFD
247
Creative Financial Designs
Indiana
$4K
TFO
248
Tarbox Family Office
California
$4K +$169 +3 +4%
BCA
249
Berman Capital Advisors
Georgia
$3K -$1.13K -20 -21%
HPC
250
HM Payson & Co
Maine
$3K

BWXT Hedge Fund Activity: Q3 2021 in Review

269 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2021, worth a combined $4.83B — down 8.7% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BWXT and 28 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 103 added.

The largest buyer was Shapiro Capital Management, adding an estimated $64.7M. The largest seller was Capital International Investors, cutting an estimated $142M.

  • 269 institutional investors held BWX Technologies (BWXT) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $4.83B of BWX Technologies stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 28 funds opened new BWX Technologies positions in Q3 2021 and 42 closed out, a net change of -14 holders.
  • The largest BWX Technologies buyer in Q3 2021 was Shapiro Capital Management, an estimated $64.7M added.
  • The largest BWX Technologies seller in Q3 2021 was Capital International Investors, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2021.