BWX Technologies
BWXT
239 hedge funds and large institutions have $3.93B invested in BWX Technologies in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 23 closing their positions.
1,031% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $123K
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
28% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 74
8.65% more ownership
Funds ownership: 136.29% → 144.94% (+8.7%)
8% more capital invested
Capital invested by funds: $3.65B → $3.93B (+$276M)
6% more funds holding
Funds holding: 226 → 239 (+13)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$84.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.5M |
| 3 |
SV
Starboard Value
New York
|
+$51.6M |
| 4 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
+$36M |
| 5 |
Renaissance Technologies
New York
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.9M |
| 2 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$34.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$29.9M |
| 4 |
LCM
Lakewood Capital Management
New York
|
-$23.7M |
| 5 |
TCA
Taconic Capital Advisors
New York
|
-$22.8M |
BWXT Hedge Fund Activity: Q4 2013 in Review
239 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2013, worth a combined $3.93B — up 7.6% from $3.65B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BWXT positions and 23 closed out — a net gain of 14 holders — while 95 added to existing stakes and 74 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $84.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.
- 239 institutional investors held BWX Technologies (BWXT) as of Q4 2013, up from 226 in Q3 2013.
- Funds reported $3.93B of BWX Technologies stock for Q4 2013, up 7.6% quarter-over-quarter.
- 37 funds opened new BWX Technologies positions in Q4 2013 and 23 closed out, a net change of +14 holders.
- The largest BWX Technologies buyer in Q4 2013 was Perkins Investment Management, an estimated $84.4M added.
- The largest BWX Technologies seller in Q4 2013 was T. Rowe Price Associates, an estimated $42.9M sold.
Based on aggregated 13F filings for Q4 2013.