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BWX Technologies

277 hedge funds and large institutions have $4.45B invested in BWX Technologies in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,301% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $767K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

19% more capital invested

Capital invested by funds: $3.74B → $4.45B (+$714M)

7% more funds holding

Funds holding: 258277 (+19)

1.12% less ownership

Funds ownership: 94.82%93.7% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
52
Increased
76
Reduced
115
Closed
26
Calls
$10.7M
Puts
$767K
Net Calls
+$9.98M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Homestead Advisers
Virginia
$46.6M
Two Sigma Investments
27
Two Sigma Investments
New York
$45.6M +$41.8M +958,246 New
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$42.8M -$1.27M -29,073 -3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$40.8M -$17.2M -394,590 -32%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$39.3M -$17.1M -392,329 -32%
CC
31
Carlson Capital
Texas
$38.8M -$19.6M -449,999 -36%
Wells Fargo
32
Wells Fargo
California
$35.7M -$41.1M -942,399 -56%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$35M +$18.5M +424,032 +136%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$34.4M +$1.16M +26,592 +4%
Renaissance Technologies
35
Renaissance Technologies
New York
$32.4M +$13.4M +306,600 +82%
Goldman Sachs
36
Goldman Sachs
New York
$29.6M -$7.54M -172,815 -22%
SI
37
Scout Investments
Missouri
$28.8M +$2.8M +64,026 +12%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$28.5M -$16.2M -371,580 -38%
JP Morgan Chase
39
JP Morgan Chase
New York
$28.4M +$3.29M +75,327 +14%
Bank of America
40
Bank of America
North Carolina
$28M -$2.56M -58,542 -9%
PI
41
Putnam Investments
Massachusetts
$27.9M +$17.9M +408,949 +230%
Charles Schwab
42
Charles Schwab
California
$26.9M -$1.16M -26,631 -4%
MWNA
43
Marshall Wace North America
New York
$26.6M +$24.2M +555,217 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$25.1M +$4.46M +102,157 +24%
Deutsche Bank
45
Deutsche Bank
Germany
$24.7M +$6M +137,443 +36%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$23.3M +$21.4M +489,136 New
O
47
OppenheimerFunds
New York
$23M +$4.78M +109,527 +29%
Northern Trust
48
Northern Trust
Illinois
$22.7M +$209K +4,789 +1%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$20.2M -$6.36M -145,612 -26%
TA
50
Teachers Advisors
New York
$19.2M +$8.14M +186,444 +86%

BWXT Hedge Fund Activity: Q1 2017 in Review

277 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2017, worth a combined $4.45B — up 19% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BWXT positions and 26 closed out — a net gain of 26 holders — while 76 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $213M. The largest seller was Blue Harbour Group, cutting an estimated $230M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2017, up from 258 in Q4 2016.
  • Funds reported $4.45B of BWX Technologies stock for Q1 2017, up 19% quarter-over-quarter.
  • 52 funds opened new BWX Technologies positions in Q1 2017 and 26 closed out, a net change of +26 holders.
  • The largest BWX Technologies buyer in Q1 2017 was BlackRock, an estimated $213M added.
  • The largest BWX Technologies seller in Q1 2017 was Blue Harbour Group, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2017.