We are live on ! Find out more
BWXT icon

BWX Technologies

311 hedge funds and large institutions have $4.63B invested in BWX Technologies in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

7% more funds holding

Funds holding: 290311 (+21)

1.41% more ownership

Funds ownership: 99.41%100.81% (+1.4%)

7% less capital invested

Capital invested by funds: $4.99B → $4.63B (-$361M)

59% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $13.5M

Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
54
Increased
119
Reduced
91
Closed
30
Calls
$5.55M
Puts
$13.5M
Net Calls
-$7.99M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
251
Concourse Financial Group Securities
Alabama
$38K -$16.8K -312 -29%
IA
252
IFP Advisors
Florida
$35K +$486 +9 +2%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$33K -$918 -17 -3%
Nomura Asset Management
254
Nomura Asset Management
Japan
$30.2K
BTI
255
Blue Trust Inc
Georgia
$30K +$8.69K +161 +42%
AIM
256
Arcadia Investment Management
Michigan
$29K -$15.4K -285 -33%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$29K -$972 -18 -3%
RTC
258
Riverview Trust Company
Washington
$28K
VCM
259
Versant Capital Management
Arizona
$25K +$108 +2 +0.4%
TRCT
260
Tower Research Capital (TRC)
New York
$25K +$1.35K +25 +5%
TFP
261
Tilia Fiduciary Partners
North Carolina
$21K
CA
262
Crewe Advisors
Utah
$19K +$1.46K +27 +8%
KFI
263
Key Financial Inc
Pennsylvania
$18K
AF
264
Advisornet Financial
Minnesota
$17K -$324 -6 -2%
CA
265
Clearstead Advisors
Ohio
$17K
AWM
266
Accel Wealth Management
Iowa
$17K +$54 +1 +0.3%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$16K +$270 +5 +2%
PCM
268
Peregrine Capital Management
Minnesota
$15K
Group One Trading
269
Group One Trading
Illinois
$15K +$16.2K +300 New
SC
270
SouthState Corp
Florida
$13K
LSA
271
Leonteq Securities AG
Switzerland
$11.4K -$128K -2,364 -91%
QCG
272
Quadrant Capital Group
Ohio
$11K -$2.86K -53 -19%
Bessemer Group
273
Bessemer Group
New Jersey
$10K +$8.58K +159 +361%
ST
274
Smithfield Trust
Pennsylvania
$8K
AIP
275
Almanack Investment Partners
Pennsylvania
$8K +$8.75K +162 New

BWXT Hedge Fund Activity: Q3 2022 in Review

311 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2022, worth a combined $4.63B — down 7.2% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 30 closed out — a net gain of 24 holders — while 119 added to existing stakes and 91 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $53M. The largest seller was T. Rowe Price Associates, cutting an estimated $408M.

  • 311 institutional investors held BWX Technologies (BWXT) as of Q3 2022, up from 290 in Q2 2022.
  • Funds reported $4.63B of BWX Technologies stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q3 2022 and 30 closed out, a net change of +24 holders.
  • The largest BWX Technologies buyer in Q3 2022 was Janus Henderson Group, an estimated $53M added.
  • The largest BWX Technologies seller in Q3 2022 was T. Rowe Price Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2022.