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BWX Technologies

226 hedge funds and large institutions have $3.65B invested in BWX Technologies in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $600K

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $3.23B → $3.65B (+$425M)

4% more funds holding

Funds holding: 218226 (+8)

1.1% more ownership

Funds ownership: 135.19%136.29% (+1.1%)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
7.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
32
Increased
77
Reduced
81
Closed
22
Calls
$4.21M
Puts
$600K
Net Calls
+$3.61M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$1.83M +$1.62M +71,307 +1,507%
Millennium Management
102
Millennium Management
New York
$1.8M -$13M -573,907 -89%
PI
103
Placemark Investments
Illinois
$1.73M +$294K +12,960 +22%
KCM
104
Kames Capital Management
United Kingdom
$1.71M +$495K +21,865 +45%
Bank of America
105
Bank of America
North Carolina
$1.71M -$893K -39,407 -36%
KAM
106
Knightsbridge Asset Management
California
$1.69M -$2.73M -120,693 -63%
CIC
107
Canal Insurance Company
South Carolina
$1.69M
MIU
108
Man Investments (UK)
United Kingdom
$1.69M +$1.58M +69,840 New
Two Sigma Advisers
109
Two Sigma Advisers
New York
$1.64M +$1.54M +67,877 New
DC
110
Deere & Company
Illinois
$1.56M +$73K +3,220 +5%
IRF
111
IBM Retirement Fund
New York
$1.52M -$218K -9,603 -13%
N
112
Nuveen
North Carolina
$1.5M -$105K -4,648 -7%
STC
113
SEI Trust Company
Pennsylvania
$1.47M +$1.38M +60,953 New
CNB
114
City National Bank
California
$1.46M +$260K +11,492 +23%
BIM
115
BlackRock Investment Management
Delaware
$1.44M +$612 +27 +0%
Principal Financial Group
116
Principal Financial Group
Iowa
$1.35M -$30.3K -1,337 -2%
FCBT
117
First Citizens Bank & Trust
North Carolina
$1.29M +$477K +21,040 +65%
AP
118
Appleton Partners
Massachusetts
$1.26M -$80.7K -3,560 -6%
Nomura Holdings
119
Nomura Holdings
Japan
$1.26M +$456K +20,145 +63%
B
120
Baird
Wisconsin
$1.24M -$2.65K -117 -0.2%
Aviva
121
Aviva
United Kingdom
$1.22M +$85.3K +3,763 +8%
CIP
122
Convergence Investment Partners
Florida
$1.19M +$415K +18,314 +59%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$1.18M -$1.36K -60 -0.1%
Jacobs Levy Equity Management
124
Jacobs Levy Equity Management
New Jersey
$1.16M
Renaissance Technologies
125
Renaissance Technologies
New York
$1.15M -$1.89M -83,461 -64%

BWXT Hedge Fund Activity: Q3 2013 in Review

226 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2013, worth a combined $3.65B — up 13% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BWXT positions and 22 closed out — a net gain of 10 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $49.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.5M.

  • 226 institutional investors held BWX Technologies (BWXT) as of Q3 2013, up from 218 in Q2 2013.
  • Funds reported $3.65B of BWX Technologies stock for Q3 2013, up 13% quarter-over-quarter.
  • 32 funds opened new BWX Technologies positions in Q3 2013 and 22 closed out, a net change of +10 holders.
  • The largest BWX Technologies buyer in Q3 2013 was Fidelity Investments, an estimated $49.2M added.
  • The largest BWX Technologies seller in Q3 2013 was T. Rowe Price Associates, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2013.