BWX Technologies
BWXT
200 hedge funds and large institutions have $2.75B invested in BWX Technologies in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 38 closing their positions.
17% more call options, than puts
Call options by funds: $7.22M | Put options by funds: $6.18M
2.51% more ownership
Funds ownership: 126.79% → 129.29% (+2.5%)
9% less funds holding
Funds holding: 219 → 200 (-19)
13% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 82
15% less capital invested
Capital invested by funds: $3.25B → $2.75B (-$494M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
47% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$75.6M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$33M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.1M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.7M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$30.3M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$28.2M |
| 4 |
LCM
LionEye Capital Management
New York
|
-$24.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.7M |
BWXT Hedge Fund Activity: Q3 2014 in Review
200 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2014, worth a combined $2.75B — down 15% from $3.25B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BWXT and 20 opened new positions — a net loss of 18 holders — while 82 trimmed existing stakes and 71 added.
The largest buyer was Burgundy Asset Management, adding an estimated $75.6M. The largest seller was Ameriprise, cutting an estimated $36.7M.
- 200 institutional investors held BWX Technologies (BWXT) as of Q3 2014, down from 219 in Q2 2014.
- Funds reported $2.75B of BWX Technologies stock for Q3 2014, down 15% quarter-over-quarter.
- 20 funds opened new BWX Technologies positions in Q3 2014 and 38 closed out, a net change of -18 holders.
- The largest BWX Technologies buyer in Q3 2014 was Burgundy Asset Management, an estimated $75.6M added.
- The largest BWX Technologies seller in Q3 2014 was Ameriprise, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2014.