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BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$9.15M +$1.13M +18,731 +14%
LCM
77
Laurion Capital Management
New York
$9.07M -$42.6M -706,125 -82%
Morgan Stanley
78
Morgan Stanley
New York
$9.02M -$1.12M -18,539 -11%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$8.99M -$138K -2,292 -2%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$8.97M -$1.39M -23,100 -13%
IMOV
81
Investment Management of Virginia
Virginia
$8.27M -$2.31M -38,268 -22%
PMAM
82
Picton Mahoney Asset Management
Ontario, Canada
$7.7M +$1.3M +21,500 +20%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$6.73M +$553K +9,176 +9%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$6.65M
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$6.57M +$1.03M +17,147 +19%
UBS AM
86
UBS AM
Illinois
$6.21M +$499K +8,268 +9%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$6.04M -$56.9K -944 -0.9%
CS
88
Credit Suisse
Switzerland
$5.07M +$1.53M +25,286 +43%
UBS Group
89
UBS Group
Switzerland
$4.83M -$337K -5,582 -7%
CG
90
Clinton Group
New York
$4.27M +$4.26M +70,560 New
BF
91
BOK Financial
Oklahoma
$4.26M +$3.97M +65,901 +1,450%
SCM
92
Stevens Capital Management
Pennsylvania
$4.16M +$574K +9,510 +16%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$4.01M -$4.14M -68,685 -51%
HP
94
Harvey Partners
New York
$3.78M
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.78M -$65K -1,077 -2%
Macquarie Group
96
Macquarie Group
Australia
$3.71M +$656K +10,872 +22%
SCM
97
Sterling Capital Management
North Carolina
$3.69M
AP
98
AHL Partners
United Kingdom
$3.63M -$636K -10,548 -15%
JG
99
Jefferies Group
New York
$3.49M +$1.2M +19,882 +52%
Legal & General Group
100
Legal & General Group
United Kingdom
$3.48M +$658K +10,914 +23%

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.