BWX Technologies
BWXT
277 hedge funds and large institutions have $4.45B invested in BWX Technologies in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.
1,301% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $767K
100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 26
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
19% more capital invested
Capital invested by funds: $3.74B → $4.45B (+$714M)
7% more funds holding
Funds holding: 258 → 277 (+19)
1.12% less ownership
Funds ownership: 94.82% → 93.7% (-1.1%)
34% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$213M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$164M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$116M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$60.5M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
-$230M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$69.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$41.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -147 | Closed |
|
|
CIA
302
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$2.5K | -63 | Closed |
|
303
EARNEST Partners
Atlanta,
Georgia
| – | -$1K | -23 | Closed |
|
BWXT Hedge Fund Activity: Q1 2017 in Review
277 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2017, worth a combined $4.45B — up 19% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BWXT positions and 26 closed out — a net gain of 26 holders — while 76 added to existing stakes and 115 trimmed.
The largest buyer was BlackRock, adding an estimated $213M. The largest seller was Blue Harbour Group, cutting an estimated $230M.
- 277 institutional investors held BWX Technologies (BWXT) as of Q1 2017, up from 258 in Q4 2016.
- Funds reported $4.45B of BWX Technologies stock for Q1 2017, up 19% quarter-over-quarter.
- 52 funds opened new BWX Technologies positions in Q1 2017 and 26 closed out, a net change of +26 holders.
- The largest BWX Technologies buyer in Q1 2017 was BlackRock, an estimated $213M added.
- The largest BWX Technologies seller in Q1 2017 was Blue Harbour Group, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2017.