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BWX Technologies

293 hedge funds and large institutions have $4.79B invested in BWX Technologies in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $5.68M

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

29% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $4.25B → $4.79B (+$535M)

5% more funds holding

Funds holding: 280293 (+13)

1.02% more ownership

Funds ownership: 96.37%97.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
108
Reduced
84
Closed
42
Calls
$9.32M
Puts
$5.68M
Net Calls
+$3.65M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
226
Prospera Financial Services
Texas
$57K +$52.4K +1,065 New
FPS
227
Fieldpoint Private Securities
Connecticut
$51K +$5.21K +106 +13%
HA
228
Herold Advisors
New York
$47.7K +$43.5K +885 New
AIM
229
Arcadia Investment Management
Michigan
$47K -$728K -14,807 -94%
HNB
230
Huntington National Bank
Ohio
$45K
ACM
231
Aquatic Capital Management
Illinois
$38K +$29.5K +600 +600%
Lazard Asset Management
232
Lazard Asset Management
New York
$38K +$34.7K +706 New
IA
233
IFP Advisors
Florida
$35K +$18.1K +367 +360%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$32K
RTC
235
Riverview Trust Company
Washington
$30K
VCM
236
Versant Capital Management
Arizona
$27K +$1.03K +21 +4%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$24K +$4.18K +85 +23%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$24K +$22.4K +456 New
TFP
239
Tilia Fiduciary Partners
North Carolina
$22K
Nomura Asset Management
240
Nomura Asset Management
Japan
$19.9K +$18.2K +370 New
KFI
241
Key Financial Inc
Pennsylvania
$19K
AWM
242
Accel Wealth Management
Iowa
$17K +$49 +1 +0.3%
QCG
243
Quadrant Capital Group
Ohio
$17K +$541 +11 +4%
PCM
244
Peregrine Capital Management
Minnesota
$16K +$14.8K +300 New
AF
245
Advisornet Financial
Minnesota
$15K
SC
246
SouthState Corp
Florida
$13K
CA
247
Clearstead Advisors
Ohio
$13K +$12.3K +250 New
LSA
248
Leonteq Securities AG
Switzerland
$11.1K +$3.35K +68 +49%
SPIA
249
Steward Partners Investment Advisory
New York
$11K
BWM
250
BerganKDV Wealth Management
Minnesota
$10K

BWXT Hedge Fund Activity: Q1 2022 in Review

293 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2022, worth a combined $4.79B — up 13% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BWXT positions and 42 closed out — a net gain of 17 holders — while 108 added to existing stakes and 84 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $37.4M. The largest seller was Capital International Investors, cutting an estimated $80.1M.

  • 293 institutional investors held BWX Technologies (BWXT) as of Q1 2022, up from 280 in Q4 2021.
  • Funds reported $4.79B of BWX Technologies stock for Q1 2022, up 13% quarter-over-quarter.
  • 59 funds opened new BWX Technologies positions in Q1 2022 and 42 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2022 was Victory Capital Management, an estimated $37.4M added.
  • The largest BWX Technologies seller in Q1 2022 was Capital International Investors, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2022.