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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
SC
326
Schubert & Co
Texas
$3.02K +$402 +7 +16%
MHR
327
Matthew Hamilton Rosenberg
$2.9K
BAM
328
Bellevue Asset Management
Washington
$2.81K
HI
329
Harbour Investments
Wisconsin
$2.79K +$2.76K +48 New
PA
330
Parallel Advisors
California
$2.38K -$230 -4 -9%
CTC
331
Central Trust Company
Missouri
$2.38K
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$2K
IAA
333
Independent Advisor Alliance
North Carolina
$1.89K +$1.59M +27,731 +570%
AF
334
Allworth Financial
California
$1.16K +$632 +11 +122%
TPCW
335
TD Private Client Wealth
New York
$1.1K
FFA
336
Farther Finance Advisors
California
$1.1K +$1.09K +19 New
HCP
337
Hexagon Capital Partners
Arkansas
$1.04K -$402 -7 -28%
PTC
338
Private Trust Company
Ohio
$1K
SFG
339
Steward Financial Group
Texas
$1K +$1.38K +24 New
DI
340
Disciplined Investments
Oklahoma
$929 +$172 +3 +23%
SIC
341
SJS Investment Consulting
Ohio
$813 +$459 +8 +133%
HS
342
Horan Securities
United States
$755 +$747 +13 New
JFA
343
JNBA Financial Advisors
Minnesota
$697
TWA
344
TCI Wealth Advisors
Arizona
$465
TWP
345
TFO Wealth Partners
Ohio
$415 +$230 +4 New
SVCP
346
Silicon Valley Capital Partners
California
$55 +$57 +1 New
HRCM
347
Hawk Ridge Capital Management
California
-$22.1M -439,266 Closed
HCM
348
Highline Capital Management
New York
-$5.01M -99,523 Closed
BC
349
Brookfield Corp
Ontario, Canada
-$4.57M -90,801 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
350
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.67M -72,857 Closed

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.