We are live on ! Find out more
BWXT icon

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
JMPWA
76
JP Morgan Private Wealth Advisors
California
$4.55M +$364K +6,322 +9%
Victory Capital Management
77
Victory Capital Management
Texas
$4.13M -$305K -5,290 -7%
First Trust Advisors
78
First Trust Advisors
Illinois
$4.1M -$707K -12,267 -15%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$3.97M -$182K -3,163 -5%
Legal & General Group
80
Legal & General Group
United Kingdom
$3.86M -$848K -14,719 -19%
KTA
81
Keeley-Teton Advisors
Illinois
$3.73M -$135K -2,339 -4%
UBS Group
82
UBS Group
Switzerland
$3.69M +$1.91M +33,150 +118%
Rafferty Asset Management
83
Rafferty Asset Management
New York
$3.67M +$149K +2,588 +4%
BG
84
Bahl & Gaynor
Ohio
$3.32M +$45.5K +790 +1%
Voloridge Investment Management
85
Voloridge Investment Management
Florida
$3.32M +$3.17M +55,012 New
ECM
86
ExodusPoint Capital Management
New York
$3.3M +$3.16M +54,780 New
AG
87
Aperio Group
California
$3.26M +$10.4K +180 +0.3%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.25M -$138K -2,395 -4%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$3.25M +$606K +10,526 +24%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$3.22M +$11.6K +202 +0.4%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.21M +$616K +10,686 +25%
AIM
92
Arcadia Investment Management
Michigan
$3.17M -$236K -4,102 -7%
BAM
93
Bullseye Asset Management
Colorado
$3.06M -$29.7K -515 -1%
AllianceBernstein
94
AllianceBernstein
Tennessee
$3.02M -$20.2K -350 -0.7%
CA
95
Capitolis Advisors
New York
$2.86M +$2.73M +47,450 New
PP
96
PDT Partners
New York
$2.47M -$2.35M -40,736 -50%
Barclays
97
Barclays
United Kingdom
$2.46M -$728K -12,631 -24%
CI
98
Cambiar Investors
Colorado
$2.37M -$57.8K -1,003 -2%
MPM
99
Mountaineer Partners Management
New York
$2.3M -$109K -1,900 -5%
RHJA
100
Rice Hall James & Associates
California
$2.3M -$23.3K -404 -1%

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.