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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
-$23K -374 Closed
KCM
302
Kathmere Capital Management
Pennsylvania
-$19K -312 Closed
RPWA
303
Regent Peak Wealth Advisors
Georgia
-$14K -230 Closed
CCA
304
Childress Capital Advisors
Texas
-$13K -208 Closed
Bessemer Group
305
Bessemer Group
New Jersey
-$12K -200 Closed
CAAS
306
Capital Asset Advisory Services
Michigan
-$10K -162 Closed
PWPS
307
Pinnacle Wealth Planning Services
Ohio
-$9K -155 Closed
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$9K -150 Closed
AWG
309
Altus Wealth Group
Colorado
-$9K -144 Closed
TPWA
310
TRUE Private Wealth Advisors
Oregon
-$5K -98 Closed
Jones Financial Companies
311
Jones Financial Companies
Missouri
-$4K -65 Closed
ABC
312
Associated Banc-Corp
Wisconsin
-$3K -45 Closed
FBT
313
First Bank & Trust
South Dakota
-$2K -31 Closed
SIAG
314
Safeguard Investment Advisory Group
California
-$1K -24 Closed
BSSFA
315
Baron Silver Stevens Financial Advisors
Florida
-$1K -18 Closed
First Manhattan
316
First Manhattan
New York
-$1K -18 Closed
HGWM
317
Harvest Group Wealth Management
Massachusetts
-$1K -12 Closed
FHC
318
First Horizon Corporation
Tennessee
+$240 +4 +40%
FHA
319
First Horizon Advisors
Tennessee
+$300 +5 New

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.