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BWX Technologies
BWXT

311 hedge funds and large institutions have $4.63B invested in BWX Technologies in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

7% more funds holding

Funds holding: 290 → 311 (+21)

1.41% more ownership

Funds ownership: 99.41% → 100.81% (+1.4%)

7% less capital invested

Capital invested by funds: $4.99B → $4.63B (-$361M)

59% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $13.5M

Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
54
Increased
119
Reduced
91
Closed
30
Calls
$5.55M
Puts
$13.5M
Net Calls
-$7.99M
Net Calls Change
-$12.8M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$53M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$20M
3
KCM
Kingdon Capital Management
New York
+$18.1M
4
SCM
Snyder Capital Management
California
+$15.7M
5
MAP
Moody Aldrich Partners
Massachusetts
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$408M
2
HRCM
Hawk Ridge Capital Management
California
-$29.1M
3
Millennium Management
Millennium Management
New York
-$24.1M
4
SCM
Shapiro Capital Management
Georgia
-$22.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
326
Prospera Financial Services
Texas
– -$55K -991 Closed
VVP
327
Venture Visionary Partners
Ohio
– -$17.8K -324 Closed
TCWM
328
Total Clarity Wealth Management
Illinois
– -$12K -225 Closed
AIA
329
Arcadia Investment Advisors
Idaho
– -$6.72K -122 Closed
ACA
330
Atlas Capital Advisors
Wyoming
– -$5.51K -100 Closed
CG
331
Cutler Group
California
– -$4K -86 Closed
SBL
332
Sargent Bickham Lagudis
Colorado
– -$4K -67 Closed
Loomis, Sayles & Company
333
Loomis, Sayles & Company
Massachusetts
– -$3K -61 Closed
SFG
334
Steward Financial Group
Texas
– -$1K -34 Closed
UB
335
UMB Bank
Missouri
– -$2K -30 Closed
HFS
336
Heritage Financial Services
Massachusetts
– -$1K -23 Closed
SPIA
337
Steward Partners Investment Advisory
New York
– -$1K -22 Closed
AF
338
Allworth Financial
California
– +$108 +2 +29%
SIC
339
SJS Investment Consulting
Ohio
– +$324 +6 New
10 11 12 13
14

BWXT Hedge Fund Activity: Q3 2022 in Review

311 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2022, worth a combined $4.63B — down 7.2% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 30 closed out — a net gain of 24 holders — while 119 added to existing stakes and 91 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $53M. The largest seller was T. Rowe Price Associates, cutting an estimated $408M.

  • 311 institutional investors held BWX Technologies (BWXT) as of Q3 2022, up from 290 in Q2 2022.
  • Funds reported $4.63B of BWX Technologies stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q3 2022 and 30 closed out, a net change of +24 holders.
  • The largest BWX Technologies buyer in Q3 2022 was Janus Henderson Group, an estimated $53M added.
  • The largest BWX Technologies seller in Q3 2022 was T. Rowe Price Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2022.