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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$33.3M -$288K -4,808 -0.9%
SI
27
Scout Investments
Missouri
$32.5M +$1.15M +19,247 +4%
Northern Trust
28
Northern Trust
Illinois
$31.7M +$311K +5,190 +1%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$31.4M +$2.51M +41,833 +10%
Stifel Financial
30
Stifel Financial
Missouri
$29.2M -$3.89M -64,886 -13%
ZIC
31
ZWJ Investment Counsel
Georgia
$28.7M +$546K +9,114 +2%
Bank of America
32
Bank of America
North Carolina
$28M -$248K -4,132 -1%
PPA
33
Parametric Portfolio Associates
Washington
$27.4M +$799K +13,329 +3%
N
34
Nuveen
North Carolina
$23.7M -$579K -9,672 -3%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$20.4M -$9.67M -161,379 -34%
MAM
36
Majedie Asset Management
United Kingdom
$17.1M +$1.62M +26,994 +12%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$17.1M +$308K +5,148 +2%
Invesco
38
Invesco
Georgia
$16.6M +$1.75M +29,129 +13%
Macquarie Group
39
Macquarie Group
Australia
$16.2M +$198K +3,312 +1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$14.8M -$390K -6,514 -3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$14.4M +$138K +2,300 +1%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$11.5M +$4.82M +80,486 +86%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$11.1M -$56.1K -937 -0.6%
MPM
44
Mountaineer Partners Management
New York
$10.7M +$7.42M +123,850 +324%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$10.1M +$5.03K +84 +0.1%
AQR Capital Management
46
AQR Capital Management
Connecticut
$10M +$7.65M +127,647 +518%
Citigroup
47
Citigroup
New York
$10M -$2.38M -39,746 -21%
UBS AM
48
UBS AM
Illinois
$9.85M -$65.4K -1,091 -0.7%
First Trust Advisors
49
First Trust Advisors
Illinois
$9.54M +$4.6M +76,759 +113%
CBT
50
Capital Bank & Trust
California
$9.54M +$581K +9,698 +7%

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.