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BWX Technologies

280 hedge funds and large institutions have $4.25B invested in BWX Technologies in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

4% more funds holding

Funds holding: 269280 (+11)

2.05% more ownership

Funds ownership: 94.32%96.37% (+2.1%)

12% less capital invested

Capital invested by funds: $4.83B → $4.25B (-$581M)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

39% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $9.24M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
87
Reduced
99
Closed
40
Calls
$5.63M
Puts
$9.24M
Net Calls
-$3.62M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
251
American Portfolios Advisors
New York
$4.31K
AAP
252
Arax Advisory Partners
Colorado
$4K -$1.62K -31 -27%
AWM
253
AllSquare Wealth Management
New York
$4K
DWA
254
Delos Wealth Advisors
Texas
$4K +$4.19K +80 New
ZIG
255
Zullo Investment Group
Pennsylvania
$4K +$4.76K +91 New
BAM
256
Bellevue Asset Management
Washington
$3K -$157 -3 -5%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$3K
CFA
258
Carroll Financial Associates
North Carolina
$3K
TFO
259
Tarbox Family Office
California
$3K
NFG
260
Next Financial Group
Texas
$3K +$523 +10 +17%
SWM
261
Spire Wealth Management
Virginia
$3K +$2.77K +53 New
CT
262
Cambridge Trust
Massachusetts
$3K +$3.45K +66 New
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$2.46K
HR
264
Howe & Rusling
New York
$2K
MHR
265
Matthew Hamilton Rosenberg
$2K
PCG
266
Private Capital Group
Connecticut
$2K
SFO
267
Standard Family Office
South Dakota
$2K +$1.83K +35 New
AWA
268
Amplius Wealth Advisors
Pennsylvania
$2K +$2.3K +44 New
JFA
269
JNBA Financial Advisors
Minnesota
$1K
JWA
270
JFS Wealth Advisors
Pennsylvania
$1K +$680 +13 New
CWP
271
Concord Wealth Partners
Virginia
$1K +$837 +16 New
CWS
272
Confluence Wealth Services
Pennsylvania
$1K +$1.2K +23 New
UB
273
UMB Bank
Missouri
$1K +$1.57K +30 New
LTI
274
Laffer Tengler Investments
Tennessee
$961
TPCW
275
TD Private Client Wealth
New York
$910

BWXT Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2021, worth a combined $4.25B — down 12% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 40 closed out — a net gain of 14 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was Millennium Management, adding an estimated $78.3M. The largest seller was Capital International Investors, cutting an estimated $212M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2021, up from 269 in Q3 2021.
  • Funds reported $4.25B of BWX Technologies stock for Q4 2021, down 12% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q4 2021 and 40 closed out, a net change of +14 holders.
  • The largest BWX Technologies buyer in Q4 2021 was Millennium Management, an estimated $78.3M added.
  • The largest BWX Technologies seller in Q4 2021 was Capital International Investors, an estimated $212M sold.

Based on aggregated 13F filings for Q4 2021.