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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
EIP
51
Epoch Investment Partners
New York
$9.45M +$447K +7,458 +5%
RCMC
52
RK Capital Management (Colorado)
Colorado
$8.9M -$252K -4,200 -3%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$8.72M -$622K -10,389 -7%
JP Morgan Chase
54
JP Morgan Chase
New York
$8.65M +$508K +8,472 +7%
CS
55
Credit Suisse
Switzerland
$8.64M -$822K -13,712 -9%
IMOV
56
Investment Management of Virginia
Virginia
$8.63M -$15.3K -255 -0.2%
BIM
57
Bridges Investment Management
Nebraska
$8.56M +$3.11M +51,870 +67%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$8.54M -$419K -6,990 -5%
Goldman Sachs
59
Goldman Sachs
New York
$8.49M -$2.07M -34,590 -21%
Deutsche Bank
60
Deutsche Bank
Germany
$8.41M +$521K +8,704 +7%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$8.36M +$66.3K +1,106 +0.9%
RJA
62
Raymond James & Associates
Florida
$7.72M +$156K +2,607 +2%
SBH
63
Segall Bryant & Hamill
Illinois
$7.44M -$953K -15,909 -12%
Morgan Stanley
64
Morgan Stanley
New York
$7.32M -$1.74M -29,048 -21%
Prudential Financial
65
Prudential Financial
New Jersey
$7.05M -$5.88M -98,089 -48%
William Blair & Company
66
William Blair & Company
Illinois
$7.04M -$1.11M -18,516 -15%
SEI Investments
67
SEI Investments
Pennsylvania
$6.36M +$1.2M +20,099 +25%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$6.19M -$318K -5,300 -5%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$5.99M +$920K +15,362 +20%
Daiwa Securities Group
70
Daiwa Securities Group
Japan
$5.85M -$2.97M -49,635 -36%
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$5.22M -$102K -1,700 -2%
Holocene Advisors
72
Holocene Advisors
New York
$5.06M +$3.43M +57,268 +295%
UBS Group
73
UBS Group
Switzerland
$4.91M +$787K +13,135 +21%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$4.51M +$804K +13,415 +24%
Legal & General Group
75
Legal & General Group
United Kingdom
$4.44M +$197K +3,281 +5%

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.