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BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$46.9M +$1.22M +20,173 +3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$45.8M +$232K +3,843 +0.5%
Bank of America
28
Bank of America
North Carolina
$44.1M -$16.4M -272,364 -27%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$41.5M -$10.3M -170,251 -20%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$41.4M -$1.99M -32,931 -5%
TA
31
Teachers Advisors
New York
$38.1M +$488K +8,087 +1%
William Blair & Company
32
William Blair & Company
Illinois
$37.9M -$395K -6,554 -1%
Charles Schwab
33
Charles Schwab
California
$35.9M +$1.36M +22,581 +4%
Goldman Sachs
34
Goldman Sachs
New York
$34.6M +$14.2M +235,900 +70%
BAMCO Inc
35
BAMCO Inc
New York
$33.3M +$4.23M +70,110 +15%
DCM
36
Discovery Capital Management
Connecticut
$31.9M -$43.7M -724,051 -58%
Jennison Associates
37
Jennison Associates
New York
$29.5M +$29.4M +487,818 New
First Trust Advisors
38
First Trust Advisors
Illinois
$28.9M +$6.97M +115,628 +32%
Northern Trust
39
Northern Trust
Illinois
$28.7M -$332K -5,510 -1%
PI
40
Putnam Investments
Massachusetts
$28.5M -$9.45M -156,602 -25%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$28.3M
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$26M +$26M +430,834 New
SI
43
Scout Investments
Missouri
$25.2M -$5.07M -84,136 -17%
TCIM
44
TIAA CREF Investment Management
New York
$25.1M -$1.33M -21,983 -5%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$25M +$2.73M +45,313 +12%
Stifel Financial
46
Stifel Financial
Missouri
$24.7M +$2.93M +48,657 +14%
PPA
47
Parametric Portfolio Associates
Washington
$22.8M -$2.97M -49,193 -12%
JP Morgan Chase
48
JP Morgan Chase
New York
$21.2M -$7.8M -129,342 -27%
SEI Investments
49
SEI Investments
Pennsylvania
$20.3M -$1.42M -23,552 -7%
Deutsche Bank
50
Deutsche Bank
Germany
$19.9M -$17.5M -290,527 -47%

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.