We are live on ! Find out more
BWXT icon

BWX Technologies

289 hedge funds and large institutions have $6.08B invested in BWX Technologies in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $5.69B → $6.08B (+$389M)

1.38% more ownership

Funds ownership: 94.68%96.05% (+1.4%)

8% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 102

4% less funds holding

Funds holding: 301289 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

54% less call options, than puts

Call options by funds: $2.62M | Put options by funds: $5.69M

Holders
289
Holders Change
-12
Holders Change %
-3.99%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
39
Increased
94
Reduced
102
Closed
46
Calls
$2.62M
Puts
$5.69M
Net Calls
-$3.06M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
Reilly Financial Advisors
California
$18K
BFEC
252
Benjamin F. Edwards & Company
Missouri
$18K +$8.05K +127 +85%
Group One Trading
253
Group One Trading
Illinois
$18K +$17.6K +278 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$16K +$15.6K +246 New
CFA
255
Carroll Financial Associates
North Carolina
$15K +$13.1K +207 +647%
WWMSC
256
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$2.85K +45 +27%
VFA
257
Valeo Financial Advisors
Indiana
$14K +$3.36K +53 +33%
MYIA
258
Mount Yale Investment Advisors
Colorado
$14K +$13.9K +220 New
SPIA
259
Steward Partners Investment Advisory
New York
$13K
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$12K -$10.8K -170 -47%
GT
261
Greenleaf Trust
Michigan
$11K +$2.47K +39 +27%
AIA
262
Arcadia Investment Advisors
Idaho
$10.1K
PCG
263
Private Capital Group
Connecticut
$10K -$33.5K -529 -76%
MOS
264
MGO One Seven
Ohio
$9K -$190 -3 -2%
GFP
265
Gryphon Financial Partners
Ohio
$9K
PCP
266
Proficio Capital Partners
Massachusetts
$9K
CG
267
Cutler Group
California
$9K +$6.34K +100 +204%
SWM
268
SeaCrest Wealth Management
New York
$8K
ASN
269
Advisory Services Network
Georgia
$7K +$4.56K +72 +167%
PA
270
Parallel Advisors
California
$6K
TWA
271
TCI Wealth Advisors
Arizona
$6K
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$6K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$5K -$5.01K -79 -51%
PHK
274
Point72 Hong Kong
Hong Kong
$5K -$2.85K -45 -35%
AWM
275
AllSquare Wealth Management
New York
$5K

BWXT Hedge Fund Activity: Q1 2018 in Review

289 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2018, worth a combined $6.08B — up 6.8% from $5.69B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BWXT and 39 opened new positions — a net loss of 7 holders — while 102 trimmed existing stakes and 94 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $67.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $31.9M sold.

  • 289 institutional investors held BWX Technologies (BWXT) as of Q1 2018, down from 301 in Q4 2017.
  • Funds reported $6.08B of BWX Technologies stock for Q1 2018, up 6.8% quarter-over-quarter.
  • 39 funds opened new BWX Technologies positions in Q1 2018 and 46 closed out, a net change of -7 holders.
  • The largest BWX Technologies buyer in Q1 2018 was T. Rowe Price Associates, an estimated $67.4M added.
  • The largest BWX Technologies seller in Q1 2018 was Discovery Capital Management, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2018.