We are live on ! Find out more
BWXT icon

BWX Technologies

280 hedge funds and large institutions have $4.25B invested in BWX Technologies in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

4% more funds holding

Funds holding: 269280 (+11)

2.05% more ownership

Funds ownership: 94.32%96.37% (+2.1%)

12% less capital invested

Capital invested by funds: $4.83B → $4.25B (-$581M)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

39% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $9.24M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
87
Reduced
99
Closed
40
Calls
$5.63M
Puts
$9.24M
Net Calls
-$3.62M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$26M -$1.86M -35,477 -6%
Bank of America
27
Bank of America
North Carolina
$24.6M +$3.29M +62,909 +14%
Jane Street
28
Jane Street
New York
$23.5M +$25.4M +485,703 +10,321%
ZIC
29
ZWJ Investment Counsel
Georgia
$23.3M +$388K +7,410 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$23M +$13.1M +250,237 +109%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$21.6M -$1.2M -22,946 -5%
Northern Trust
32
Northern Trust
Illinois
$20.6M -$4.09M -78,091 -15%
SI
33
Scout Investments
Missouri
$19.8M -$3.46M -66,072 -14%
Wells Fargo
34
Wells Fargo
California
$18.3M -$2.82M -53,915 -12%
PPA
35
Parametric Portfolio Associates
Washington
$16.8M -$2.74M -52,268 -13%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$15.9M +$1.58M +30,198 +10%
Morgan Stanley
37
Morgan Stanley
New York
$15.7M +$7.13M +136,279 +71%
Invesco
38
Invesco
Georgia
$14.1M -$688K -13,154 -4%
HRCM
39
Hawk Ridge Capital Management
California
$13.7M -$2.53M -48,277 -14%
Goldman Sachs
40
Goldman Sachs
New York
$13.3M +$7.59M +145,121 +109%
Stifel Financial
41
Stifel Financial
Missouri
$11.8M -$10M -191,949 -44%
Macquarie Group
42
Macquarie Group
Australia
$11.7M +$61.1K +1,167 +0.5%
Renaissance Technologies
43
Renaissance Technologies
New York
$11.7M +$12.8M +244,100 New
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$10.3M +$1.53M +29,240 +16%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$10.3M +$11.2M +214,235 New
First Trust Advisors
46
First Trust Advisors
Illinois
$10.1M -$2.31M -44,129 -17%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10M -$26.2K -500 -0.2%
N
48
Nuveen
North Carolina
$9.85M +$854K +16,310 +9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$9.65M -$543K -10,380 -5%
BIM
50
Bridges Investment Management
Nebraska
$9.54M -$1.43M -27,362 -12%

BWXT Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2021, worth a combined $4.25B — down 12% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 40 closed out — a net gain of 14 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was Millennium Management, adding an estimated $78.3M. The largest seller was Capital International Investors, cutting an estimated $212M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2021, up from 269 in Q3 2021.
  • Funds reported $4.25B of BWX Technologies stock for Q4 2021, down 12% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q4 2021 and 40 closed out, a net change of +14 holders.
  • The largest BWX Technologies buyer in Q4 2021 was Millennium Management, an estimated $78.3M added.
  • The largest BWX Technologies seller in Q4 2021 was Capital International Investors, an estimated $212M sold.

Based on aggregated 13F filings for Q4 2021.