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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
BBHC
276
Brown Brothers Harriman & Co
New York
$161 -$33.8K -645 -16%
RTC
277
Riverview Trust Company
Washington
$26
MPM
278
Mountaineer Partners Management
New York
-$10.4M -193,424 Closed
RCMC
279
RK Capital Management (Colorado)
Colorado
-$9.57M -177,700 Closed
MAM
280
Majedie Asset Management
United Kingdom
-$4.41M -81,896 Closed
CIS
281
Capital International Sarl
California
-$2.22M -41,136 Closed
CA
282
Capitolis Advisors
New York
-$1.79M -31,636 Closed
KCM
283
Kornitzer Capital Management
Kansas
-$1.5M -27,760 Closed
WG
284
Winton Group
United Kingdom
-$907K -16,833 Closed
AFS
285
Access Financial Services
Minnesota
-$848K -15,736 Closed
SFI
286
Susquehanna Fundamental Investments
Pennsylvania
-$542K -10,060 Closed
CM
287
Capula Management
Cayman Islands
-$489K -9,070 Closed
FA
288
Fiducient Advisors
Illinois
-$474K -8,800 Closed
MGAM
289
McGowan Group Asset Management
Texas
-$426K -7,905 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
290
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$328K -6,099 Closed
PAM
291
Panagora Asset Management
Massachusetts
-$328K -6,084 Closed
CS
292
Cannell & Spears
New York
-$304K -5,640 Closed
HighTower Advisors
293
HighTower Advisors
Illinois
-$295K -5,457 Closed
CAM
294
Cresset Asset Management
Illinois
-$271K -5,035 Closed
BC
295
Bridgefront Capital
Texas
-$259K -4,817 Closed
P
296
Pitcairn
Pennsylvania
-$238K -4,423 Closed
ISL
297
Ingalls & Snyder LLC
New York
-$226K -4,205 Closed
HW
298
Hancock Whitney
Mississippi
-$222K -4,114 Closed
SKK
299
Shepherd Kaplan Krochuk
Massachusetts
-$215K -4,000 Closed
WJWM
300
Williams Jones Wealth Management
New York
-$215K -4,000 Closed

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.