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BWX Technologies

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $1.97M

7% more capital invested

Capital invested by funds: $5.22B → $5.61B (+$388M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 279280 (+1)

0.27% more ownership

Funds ownership: 97.4%97.67% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$9.07M +$558K +9,680 +7%
CS
52
Credit Suisse
Switzerland
$8.73M +$2.16M +37,412 +35%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$8.6M -$37.7K -654 -0.5%
Morgan Stanley
54
Morgan Stanley
New York
$8.45M +$3M +52,099 +59%
Renaissance Technologies
55
Renaissance Technologies
New York
$8.43M +$3.04M +52,800 +61%
RCMC
56
RK Capital Management (Colorado)
Colorado
$8.39M +$1.41M +24,400 +21%
Daiwa Securities Group
57
Daiwa Securities Group
Japan
$8.34M +$7.97M +138,318 New
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$8.23M -$161K -2,790 -2%
EIP
59
Epoch Investment Partners
New York
$8.19M +$412K +7,150 +6%
CBT
60
Capital Bank & Trust
California
$8.13M +$7.06M +122,489 +982%
IMOV
61
Investment Management of Virginia
Virginia
$7.9M -$40K -694 -0.5%
SBH
62
Segall Bryant & Hamill
Illinois
$7.76M -$2.86M -49,675 -28%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$7.58M +$263K +4,561 +4%
William Blair & Company
64
William Blair & Company
Illinois
$7.56M -$1.32M -22,914 -15%
JP Morgan Chase
65
JP Morgan Chase
New York
$7.4M -$639K -11,099 -8%
Deutsche Bank
66
Deutsche Bank
Germany
$7.16M +$73.3K +1,272 +1%
RJA
67
Raymond James & Associates
Florida
$6.9M +$1.33M +23,065 +25%
Citadel Advisors
68
Citadel Advisors
Florida
$6.23M -$25.8M -447,518 -81%
Man Group
69
Man Group
United Kingdom
$6.01M -$1.22M -21,185 -18%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$5.98M +$19.2K +334 +0.3%
Loomis, Sayles & Company
71
Loomis, Sayles & Company
Massachusetts
$5.63M -$357K -6,195 -6%
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$5.3M +$3.6M +62,560 +247%
SFI
73
Susquehanna Fundamental Investments
Pennsylvania
$4.88M
BIM
74
Bridges Investment Management
Nebraska
$4.7M +$4.49M +77,965 New
SEI Investments
75
SEI Investments
Pennsylvania
$4.69M +$836K +14,506 +22%

BWXT Hedge Fund Activity: Q4 2020 in Review

280 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2020, worth a combined $5.61B — up 7.4% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BWXT positions and 42 closed out — a net gain of 3 holders — while 87 added to existing stakes and 102 trimmed.

The largest buyer was Capital International Investors, adding an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $69.4M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2020, up from 279 in Q3 2020.
  • Funds reported $5.61B of BWX Technologies stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q4 2020 and 42 closed out, a net change of +3 holders.
  • The largest BWX Technologies buyer in Q4 2020 was Capital International Investors, an estimated $111M added.
  • The largest BWX Technologies seller in Q4 2020 was Capital Research Global Investors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2020.