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BWX Technologies

280 hedge funds and large institutions have $4.25B invested in BWX Technologies in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

4% more funds holding

Funds holding: 269280 (+11)

2.05% more ownership

Funds ownership: 94.32%96.37% (+2.1%)

12% less capital invested

Capital invested by funds: $4.83B → $4.25B (-$581M)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

39% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $9.24M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
87
Reduced
99
Closed
40
Calls
$5.63M
Puts
$9.24M
Net Calls
-$3.62M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$17K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$15K -$1.1K -21 -6%
AWM
228
Accel Wealth Management
Iowa
$15K
QCG
229
Quadrant Capital Group
Ohio
$14K -$3.56K -68 -19%
EVM
230
Eaton Vance Management
Massachusetts
$14K
AF
231
Advisornet Financial
Minnesota
$13K
PA
232
Parallel Advisors
California
$13K +$2.77K +53 +25%
SC
233
SouthState Corp
Florida
$12K
TCWM
234
Total Clarity Wealth Management
Illinois
$11K -$19.1K -365 -62%
SPIA
235
Steward Partners Investment Advisory
New York
$10K -$2.88K -55 -21%
BWM
236
BerganKDV Wealth Management
Minnesota
$9K +$52 +1 +0.5%
PC
237
Pier Capital
Connecticut
$9K +$4.24K +81 +79%
ST
238
Smithfield Trust
Pennsylvania
$8K
LC
239
Lindbrook Capital
California
$8K +$2.98K +57 +50%
LSA
240
Leonteq Securities AG
Switzerland
$6.66K +$628 +12 +9%
WTA
241
Washington Trust Advisors
Massachusetts
$6K +$6.8K +130 New
AIA
242
Arcadia Investment Advisors
Idaho
$5.84K
IA
243
IFP Advisors
Florida
$5K -$576 -11 -10%
BIA
244
Bell Investment Advisors
California
$5K -$314 -6 -6%
EARNEST Partners
245
EARNEST Partners
Georgia
$5K
SCA
246
Stonebridge Capital Advisors
Minnesota
$5K
ACM
247
Aquatic Capital Management
Illinois
$5K +$5.23K +100 New
NIC
248
Northwest Investment Counselors
Oregon
$5K +$5.23K +100 New
QC
249
Quent Capital
New York
$5K +$5.44K +104 New
ACA
250
Atlas Capital Advisors
Wyoming
$4.79K

BWXT Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2021, worth a combined $4.25B — down 12% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 40 closed out — a net gain of 14 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was Millennium Management, adding an estimated $78.3M. The largest seller was Capital International Investors, cutting an estimated $212M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2021, up from 269 in Q3 2021.
  • Funds reported $4.25B of BWX Technologies stock for Q4 2021, down 12% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q4 2021 and 40 closed out, a net change of +14 holders.
  • The largest BWX Technologies buyer in Q4 2021 was Millennium Management, an estimated $78.3M added.
  • The largest BWX Technologies seller in Q4 2021 was Capital International Investors, an estimated $212M sold.

Based on aggregated 13F filings for Q4 2021.