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BWX Technologies

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $1.97M

7% more capital invested

Capital invested by funds: $5.22B → $5.61B (+$388M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 279280 (+1)

0.27% more ownership

Funds ownership: 97.4%97.67% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AllSquare Wealth Management
New York
$5K
CFD
252
Creative Financial Designs
Indiana
$5K
SL
253
Savior LLC
Massachusetts
$5K
TPWA
254
TRUE Private Wealth Advisors
Oregon
$5K
BCA
255
Berman Capital Advisors
Georgia
$5K +$230 +4 +4%
MAM
256
Meeder Asset Management
Ohio
$4K -$552K -9,575 -99%
BWM
257
Baystate Wealth Management
Massachusetts
$4K -$58 -1 -1%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$4K
TFO
259
Tarbox Family Office
California
$4K
JWM
260
Janiczek Wealth Management
Colorado
$4K +$2.59K +45 +265%
HPC
261
HM Payson & Co
Maine
$4K +$3.57K +62 New
Jones Financial Companies
262
Jones Financial Companies
Missouri
$4K +$3.74K +65 New
MHR
263
Matthew Hamilton Rosenberg
$3K
PCG
264
Private Capital Group
Connecticut
$3K
ABC
265
Associated Banc-Corp
Wisconsin
$3K +$1.04K +18 +67%
FBT
266
First Bank & Trust
South Dakota
$2K -$2.77K -48 -61%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$2K -$461 -8 -21%
FCA
268
FinTrust Capital Advisors
South Carolina
$2K
HR
269
Howe & Rusling
New York
$2K +$1.04K +18 +95%
NFG
270
Next Financial Group
Texas
$2K +$2.25K +39 New
TPCW
271
TD Private Client Wealth
New York
$1.15K -$2.71K -47 -71%
First Manhattan
272
First Manhattan
New York
$1K
HGWM
273
Harvest Group Wealth Management
Massachusetts
$1K
BSSFA
274
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.04K +18 New
SIAG
275
Safeguard Investment Advisory Group
California
$1K +$1.38K +24 New

BWXT Hedge Fund Activity: Q4 2020 in Review

280 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2020, worth a combined $5.61B — up 7.4% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BWXT positions and 42 closed out — a net gain of 3 holders — while 87 added to existing stakes and 102 trimmed.

The largest buyer was Capital International Investors, adding an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $69.4M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2020, up from 279 in Q3 2020.
  • Funds reported $5.61B of BWX Technologies stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q4 2020 and 42 closed out, a net change of +3 holders.
  • The largest BWX Technologies buyer in Q4 2020 was Capital International Investors, an estimated $111M added.
  • The largest BWX Technologies seller in Q4 2020 was Capital Research Global Investors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2020.