BWX Technologies
BWXT
389 hedge funds and large institutions have $6.7B invested in BWX Technologies in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 112 increasing their positions, 153 reducing their positions, and 34 closing their positions.
53% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 34
4% more funds holding
Funds holding: 375 → 389 (+14)
1% more capital invested
Capital invested by funds: $6.62B → $6.7B (+$72.4M)
3.56% less ownership
Funds ownership: 101.23% → 97.67% (-3.6%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
27% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 153
45% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $22.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$22.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$20.8M |
| 3 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$17.1M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$16.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$64.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$62.4M |
| 3 |
Jane Street
New York
|
-$47.1M |
| 4 |
PC
PointState Capital
New York
|
-$39.7M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$24.3M |
BWXT Hedge Fund Activity: Q3 2023 in Review
389 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2023, worth a combined $6.7B — up 1.1% from $6.62B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BWXT positions and 34 closed out — a net gain of 18 holders — while 112 added to existing stakes and 153 trimmed.
The largest buyer was Canada Life, adding an estimated $22.8M. The largest seller was Capital Research Global Investors, cutting an estimated $64.4M.
- 389 institutional investors held BWX Technologies (BWXT) as of Q3 2023, up from 375 in Q2 2023.
- Funds reported $6.7B of BWX Technologies stock for Q3 2023, up 1.1% quarter-over-quarter.
- 52 funds opened new BWX Technologies positions in Q3 2023 and 34 closed out, a net change of +18 holders.
- The largest BWX Technologies buyer in Q3 2023 was Canada Life, an estimated $22.8M added.
- The largest BWX Technologies seller in Q3 2023 was Capital Research Global Investors, an estimated $64.4M sold.
Based on aggregated 13F filings for Q3 2023.