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BWX Technologies

347 hedge funds and large institutions have $5.09B invested in BWX Technologies in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $2.82M

135% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

12% more funds holding

Funds holding: 311347 (+36)

10% more capital invested

Capital invested by funds: $4.63B → $5.09B (+$453M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.52% less ownership

Funds ownership: 100.81%97.29% (-3.5%)

Holders
347
Holders Change
+36
Holders Change %
+11.58%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
73
Increased
120
Reduced
103
Closed
31
Calls
$7.38M
Puts
$2.82M
Net Calls
+$4.56M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
276
Nomura Asset Management
Japan
$34.8K
AIM
277
Arcadia Investment Management
Michigan
$33.7K
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$33.3K
RTC
279
Riverview Trust Company
Washington
$32K
BTI
280
Blue Trust Inc
Georgia
$31K +$3.16K +55 +10%
VCM
281
Versant Capital Management
Arizona
$29.1K +$57 +1 +0.2%
IA
282
IFP Advisors
Florida
$29K -$3.56K -62 -13%
ASN
283
Advisory Services Network
Georgia
$25K +$24.8K +431 New
JFGIW
284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K +$24.2K +422 New
TFP
285
Tilia Fiduciary Partners
North Carolina
$23.2K
CSPIA
286
Cary Street Partners Investment Advisory
Virginia
$23.2K +$23K +400 New
SIS
287
Sound Income Strategies
Florida
$22.4K +$22.2K +386 New
PFBT
288
Parkside Financial Bank & Trust
Missouri
$20.9K -$16K -278 -44%
CA
289
Crewe Advisors
Utah
$20.9K -$1.55K -27 -7%
AF
290
Advisornet Financial
Minnesota
$19.5K
CA
291
Clearstead Advisors
Ohio
$19.2K
AWM
292
Accel Wealth Management
Iowa
$18K +$57 +1 +0.3%
WTA
293
Washington Trust Advisors
Massachusetts
$17.9K +$10.3K +179 +138%
KFI
294
Key Financial Inc
Pennsylvania
$17.6K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$17K -$1.55K -27 -8%
PCM
296
Peregrine Capital Management
Minnesota
$17K
MAM
297
Meeder Asset Management
Ohio
$16.7K -$31.1K -542 -65%
LSA
298
Leonteq Securities AG
Switzerland
$16.2K +$2.99K +52 +23%
SC
299
SouthState Corp
Florida
$14.5K
CA
300
Centerpoint Advisors
Massachusetts
$14K +$13.4K +233 New

BWXT Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2022, worth a combined $5.09B — up 9.8% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BWXT positions and 31 closed out — a net gain of 42 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was PointState Capital, opening a new position worth an estimated $32.7M. The largest seller was Capital International Investors, cutting an estimated $137M.

  • 347 institutional investors held BWX Technologies (BWXT) as of Q4 2022, up from 311 in Q3 2022.
  • Funds reported $5.09B of BWX Technologies stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 73 funds opened new BWX Technologies positions in Q4 2022 and 31 closed out, a net change of +42 holders.
  • The largest BWX Technologies buyer in Q4 2022 was PointState Capital, an estimated $32.7M added.
  • The largest BWX Technologies seller in Q4 2022 was Capital International Investors, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2022.