We are live on ! Find out more
BWXT icon

BWX Technologies

277 hedge funds and large institutions have $4.45B invested in BWX Technologies in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,301% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $767K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

19% more capital invested

Capital invested by funds: $3.74B → $4.45B (+$714M)

7% more funds holding

Funds holding: 258277 (+19)

1.12% less ownership

Funds ownership: 94.82%93.7% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
52
Increased
76
Reduced
115
Closed
26
Calls
$10.7M
Puts
$767K
Net Calls
+$9.98M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
251
AGF Investments LLC
Ontario, Canada
$19K +$17.3K +396 New
EA
252
Edge Advisors
Georgia
$18K -$1.14K -26 -6%
BIG
253
Bellwether Investment Group
Tennessee
$17K -$262 -6 -2%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$17K +$480 +11 +3%
MMG
255
Monetary Management Group
Missouri
$14K
RFA
256
Reilly Financial Advisors
California
$13K +$12.3K +282 New
DADC
257
D.A. Davidson & Co
Montana
$11K -$4.41K -101 -29%
WA
258
WFG Advisors
Texas
$11K
SPIA
259
Steward Partners Investment Advisory
New York
$10K
TDC
260
Thompson Davis & Co
Virginia
$10K +$2.44K +56 +37%
PCP
261
Proficio Capital Partners
Massachusetts
$10K +$5.02K +115 +139%
HR
262
Howe & Rusling
New York
$9K -$4.37K -100 -35%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$8K
PA
264
Parallel Advisors
California
$5K +$4.02K +92 New
AWM
265
AllSquare Wealth Management
New York
$4K
IWM
266
IHT Wealth Management
Illinois
$4K
TWA
267
TCI Wealth Advisors
Arizona
$4K
ASN
268
Advisory Services Network
Georgia
$4K +$3.71K +85 New
FIB
269
First Interstate Bank
Montana
$3K
CPIG
270
Chicago Partners Investment Group
Illinois
$2K
MCM
271
MV Capital Management
Maryland
$2K
TFO
272
Tarbox Family Office
California
$2K
BTIS
273
BB&T Investment Services
North Carolina
$2K +$1.96K +45 New
CFA
274
Carroll Financial Associates
North Carolina
$1K
BWM
275
Baystate Wealth Management
Massachusetts
$1K +$437 +10 New

BWXT Hedge Fund Activity: Q1 2017 in Review

277 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2017, worth a combined $4.45B — up 19% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BWXT positions and 26 closed out — a net gain of 26 holders — while 76 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $213M. The largest seller was Blue Harbour Group, cutting an estimated $230M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2017, up from 258 in Q4 2016.
  • Funds reported $4.45B of BWX Technologies stock for Q1 2017, up 19% quarter-over-quarter.
  • 52 funds opened new BWX Technologies positions in Q1 2017 and 26 closed out, a net change of +26 holders.
  • The largest BWX Technologies buyer in Q1 2017 was BlackRock, an estimated $213M added.
  • The largest BWX Technologies seller in Q1 2017 was Blue Harbour Group, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2017.