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BWX Technologies

311 hedge funds and large institutions have $4.63B invested in BWX Technologies in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

7% more funds holding

Funds holding: 290311 (+21)

1.41% more ownership

Funds ownership: 99.41%100.81% (+1.4%)

7% less capital invested

Capital invested by funds: $4.99B → $4.63B (-$361M)

59% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $13.5M

Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
54
Increased
119
Reduced
91
Closed
30
Calls
$5.55M
Puts
$13.5M
Net Calls
-$7.99M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$242K
AC
227
Avestar Capital
New York
$236K -$38.1K -706 -13%
PCS
228
Personal CFO Solutions
New Jersey
$233K -$3.89K -72 -2%
LWAM
229
Legacy Wealth Asset Management
Minnesota
$230K -$71K -1,316 -22%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$225K
RJFSA
231
Raymond James Financial Services Advisors
Florida
$223K +$239K +4,429 New
Creative Planning
232
Creative Planning
Kansas
$217K +$232K +4,299 New
KeyBank National Association
233
KeyBank National Association
Ohio
$215K +$2.05K +38 +0.9%
P
234
Pitcairn
Pennsylvania
$205K -$378 -7 -0.2%
MIM
235
MetLife Investment Management
New Jersey
$169K -$1.4K -26 -0.8%
DFCM
236
Dark Forest Capital Management
Puerto Rico
$144K +$103K +1,902 +198%
BBHC
237
Brown Brothers Harriman & Co
New York
$135K -$36.9K -683 -20%
EIM
238
Essex Investment Management
Massachusetts
$115K +$123K +2,275 New
SOADOR
239
State of Alaska Department of Revenue
Alaska
$100K +$2.86K +53 +3%
C
240
Covestor
United Kingdom
$97K -$20K -371 -16%
FF
241
FourThought Financial
Florida
$93K
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$86K -$2.32K -43 -2%
SWM
243
Selective Wealth Management
Virginia
$60K
AIG
244
American International Group
New York
$58K +$162 +3 +0.3%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$53K -$2K -37 -3%
WFA
246
Wipfli Financial Advisors
Wisconsin
$48K +$51.8K +959 New
Lazard Asset Management
247
Lazard Asset Management
New York
$47K +$51.1K +946 New
HNB
248
Huntington National Bank
Ohio
$46K +$1.4K +26 +3%
FHA
249
First Horizon Advisors
Tennessee
$43K -$47.2K -875 -50%
MAM
250
Meeder Asset Management
Ohio
$42K -$459K -8,508 -91%

BWXT Hedge Fund Activity: Q3 2022 in Review

311 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2022, worth a combined $4.63B — down 7.2% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 30 closed out — a net gain of 24 holders — while 119 added to existing stakes and 91 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $53M. The largest seller was T. Rowe Price Associates, cutting an estimated $408M.

  • 311 institutional investors held BWX Technologies (BWXT) as of Q3 2022, up from 290 in Q2 2022.
  • Funds reported $4.63B of BWX Technologies stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q3 2022 and 30 closed out, a net change of +24 holders.
  • The largest BWX Technologies buyer in Q3 2022 was Janus Henderson Group, an estimated $53M added.
  • The largest BWX Technologies seller in Q3 2022 was T. Rowe Price Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2022.