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BWX Technologies

311 hedge funds and large institutions have $4.63B invested in BWX Technologies in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

7% more funds holding

Funds holding: 290311 (+21)

1.41% more ownership

Funds ownership: 99.41%100.81% (+1.4%)

7% less capital invested

Capital invested by funds: $4.99B → $4.63B (-$361M)

59% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $13.5M

Holders
311
Holders Change
+21
Holders Change %
+7.24%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
54
Increased
119
Reduced
91
Closed
30
Calls
$5.55M
Puts
$13.5M
Net Calls
-$7.99M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
51
Moody Aldrich Partners
Massachusetts
$14.4M +$15.5M +286,217 New
Goldman Sachs
52
Goldman Sachs
New York
$14.3M +$6.21M +114,954 +68%
HA
53
Heartland Advisors
Wisconsin
$14.1M -$8.21K -152 -0.1%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$13.5M +$4.88M +90,367 +51%
ClearBridge Investments
55
ClearBridge Investments
New York
$13.1M
BIM
56
Bridges Investment Management
Nebraska
$12.8M +$1.39M +25,666 +11%
SAM
57
Silvercrest Asset Management
New York
$12.8M +$13.7M +253,863 New
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$12M +$2.59K +48 +0%
Stifel Financial
59
Stifel Financial
Missouri
$11.2M -$168K -3,119 -1%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$11.2M +$2.01M +37,253 +20%
Swiss National Bank
61
Swiss National Bank
Switzerland
$10.9M +$43.2K +800 +0.4%
LCS
62
Levin Capital Strategies
New York
$10.7M +$5.59M +103,541 +95%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$10.5M -$408M -7,556,067 -97%
JG
64
Jefferies Group
New York
$10.5M +$1.88M +34,841 +20%
SEI Investments
65
SEI Investments
Pennsylvania
$10.3M +$1.47M +27,269 +15%
N
66
Nuveen
North Carolina
$10.3M -$528K -9,788 -5%
AWG
67
Alpha Wave Global
New York
$9.94M
RA
68
Royce & Associates
New York
$9.65M +$184K +3,400 +2%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$8.96M +$2.48M +45,863 +35%
Macquarie Group
70
Macquarie Group
Australia
$8.87M +$438K +8,122 +5%
WAM
71
Wolverine Asset Management
Illinois
$8.31M +$7.56M +140,000 +560%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$8.09M +$824K +15,271 +11%
C
73
Chescapmanager
Maryland
$8.01M +$7.33M +135,786 +587%
BFM
74
Boston Financial Management
Massachusetts
$7.61M +$8.16M +151,083 New
IMOV
75
Investment Management of Virginia
Virginia
$6.88M -$3.83K -71 -0.1%

BWXT Hedge Fund Activity: Q3 2022 in Review

311 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2022, worth a combined $4.63B — down 7.2% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 30 closed out — a net gain of 24 holders — while 119 added to existing stakes and 91 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $53M. The largest seller was T. Rowe Price Associates, cutting an estimated $408M.

  • 311 institutional investors held BWX Technologies (BWXT) as of Q3 2022, up from 290 in Q2 2022.
  • Funds reported $4.63B of BWX Technologies stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q3 2022 and 30 closed out, a net change of +24 holders.
  • The largest BWX Technologies buyer in Q3 2022 was Janus Henderson Group, an estimated $53M added.
  • The largest BWX Technologies seller in Q3 2022 was T. Rowe Price Associates, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2022.