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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
251
Savior LLC
Massachusetts
$5K
BFEC
252
Benjamin F. Edwards & Company
Missouri
$4K
HPC
253
HM Payson & Co
Maine
$4K
TFO
254
Tarbox Family Office
California
$4K
MWP
255
Meridian Wealth Partners
Pennsylvania
$4K +$3.23K +54 New
VFA
256
Valeo Financial Advisors
Indiana
$4K +$3.83K +64 New
JWM
257
Janiczek Wealth Management
Colorado
$3K -$539 -9 -15%
MHR
258
Matthew Hamilton Rosenberg
$3K
NFG
259
Next Financial Group
Texas
$3K
PCG
260
Private Capital Group
Connecticut
$3K
HR
261
Howe & Rusling
New York
$3K +$539 +9 +24%
SWM
262
Spire Wealth Management
Virginia
$3K +$3.17K +53 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$2K -$62.8K -1,048 -98%
FCA
264
FinTrust Capital Advisors
South Carolina
$2K
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$2K +$120 +2 +7%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.86K +31 New
EW
267
Evoke Wealth
California
$2K +$2.22K +37 New
TPCW
268
TD Private Client Wealth
New York
$1.25K
SIS
269
Sound Income Strategies
Florida
$1.12K +$1.02K +17 New
BWM
270
Baystate Wealth Management
Massachusetts
$1K -$3.77K -63 -86%
TWA
271
TCI Wealth Advisors
Arizona
$1K
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$839 +14 New
Nisa Investment Advisors
273
Nisa Investment Advisors
Missouri
$492
BBHC
274
Brown Brothers Harriman & Co
New York
$264
AIG
275
American International Group
New York
$117 -$11.8K -197 -10%

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.