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BWX Technologies

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $1.97M

7% more capital invested

Capital invested by funds: $5.22B → $5.61B (+$388M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 279280 (+1)

0.27% more ownership

Funds ownership: 97.4%97.67% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
E
301
Ergoteles
New York
-$327K -5,800 Closed
PRC
302
Pearl River Capital
Michigan
-$299K -5,312 Closed
Creative Planning
303
Creative Planning
Kansas
-$234K -4,155 Closed
TI
304
Trexquant Investment
Connecticut
-$217K -3,857 Closed
FHC
305
First Horizon Corporation
Tennessee
-$81.3K -1,412 -99%
CIA
306
CSat Investment Advisory
Michigan
-$20K -347 Closed
NNP
307
Nachman Norwood & Parrott
South Carolina
-$12K -214 Closed
AW
308
Alpha Windward
Massachusetts
-$10K -169 Closed
GWM
309
Geneos Wealth Management
Colorado
-$6K -120 Closed
BWM
310
BNC Wealth Management
Oregon
-$6K -105 Closed
NIC
311
Northwest Investment Counselors
Oregon
-$6K -100 Closed
JCM
312
Jacobi Capital Management
Pennsylvania
-$5K -82 Closed
TWA
313
TCI Wealth Advisors
Arizona
-$4.55K -79 -91%
FCB
314
First Command Bank
Texas
-$2K -40 Closed
FCFS
315
First Command Financial Services
Texas
-$2K -40 Closed
BCMIO
316
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -34 Closed
WCG
317
Weaver Consulting Group
California
-$2K -30 Closed
PFWA
318
Paces Ferry Wealth Advisors
Georgia
-$2K -27 Closed
PFS
319
Prospera Financial Services
Texas
-$1K -22 Closed
SSB
320
Sandy Spring Bank
Maryland
-$1K -20 Closed
VCG
321
Vantage Consulting Group
Virginia
+$461 +8 New

BWXT Hedge Fund Activity: Q4 2020 in Review

280 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2020, worth a combined $5.61B — up 7.4% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BWXT positions and 42 closed out — a net gain of 3 holders — while 87 added to existing stakes and 102 trimmed.

The largest buyer was Capital International Investors, adding an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $69.4M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2020, up from 279 in Q3 2020.
  • Funds reported $5.61B of BWX Technologies stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q4 2020 and 42 closed out, a net change of +3 holders.
  • The largest BWX Technologies buyer in Q4 2020 was Capital International Investors, an estimated $111M added.
  • The largest BWX Technologies seller in Q4 2020 was Capital Research Global Investors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2020.