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BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
276
Benjamin F. Edwards & Company
Missouri
$9K +$8.99K +149 New
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.29K +154 New
PHK
278
Point72 Hong Kong
Hong Kong
$8K +$2.35K +39 +44%
GFP
279
Gryphon Financial Partners
Ohio
$8K +$8.26K +137 New
MOS
280
MGO One Seven
Ohio
$8K +$8.44K +140 New
SWM
281
SeaCrest Wealth Management
New York
$7K +$7.3K +121 New
PA
282
Parallel Advisors
California
$6K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$5K -$16K -266 -75%
AWM
284
AllSquare Wealth Management
New York
$5K
TWA
285
TCI Wealth Advisors
Arizona
$5K
JCM
286
Jacobi Capital Management
Pennsylvania
$5K +$4.95K +82 New
TL
287
TrueWealth LLC
Georgia
$5K +$5.19K +86 New
RE
288
RBC Europe
United Kingdom
$3.75K
ASN
289
Advisory Services Network
Georgia
$3K
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
OFS
291
Orrstown Financial Services
Pennsylvania
$3K
PCM
292
Poehling Capital Management
Wisconsin
$3K +$3.02K +50 New
CG
293
Cutler Group
California
$2K -$35.3K -586 -92%
CPIG
294
Chicago Partners Investment Group
Illinois
$2K
TFO
295
Tarbox Family Office
California
$2K
BWM
296
Baystate Wealth Management
Massachusetts
$1K
CFA
297
Carroll Financial Associates
North Carolina
$1K
EARNEST Partners
298
EARNEST Partners
Georgia
$1K +$1.39K +23 New
STA
299
Summit Trail Advisors
New York
$1K +$1.39K +23 New
Walleye Trading
300
Walleye Trading
New York
$52 +$51.9K +861 New

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.