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BWX Technologies

226 hedge funds and large institutions have $3.14B invested in BWX Technologies in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,167% more call options, than puts

Call options by funds: $458K | Put options by funds: $3K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more capital invested

Capital invested by funds: $2.65B → $3.14B (+$491M)

10% more funds holding

Funds holding: 206226 (+20)

0.89% less ownership

Funds ownership: 94.06%93.17% (-0.89%)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
47
Increased
65
Reduced
83
Closed
25
Calls
$458K
Puts
$3K
Net Calls
+$455K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
101
Lord, Abbett & Co
New Jersey
$1.88M +$1.75M +59,300 New
UBS Group
102
UBS Group
Switzerland
$1.88M -$188K -6,373 -10%
Jacobs Levy Equity Management
103
Jacobs Levy Equity Management
New Jersey
$1.84M +$459K +15,580 +37%
BIM
104
BlackRock Investment Management
Delaware
$1.76M -$17.4K -590 -1%
KeyBank National Association
105
KeyBank National Association
Ohio
$1.73M -$376K -12,751 -19%
BA
106
BlackRock Advisors
Delaware
$1.65M +$815K +27,670 +115%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$1.6M +$122K +4,137 +9%
AR
108
Advisory Research
Illinois
$1.59M +$1.48M +50,100 New
SCCM
109
Schafer Cullen Capital Management
New York
$1.57M -$498K -16,892 -25%
SB
110
Suntrust Banks
Georgia
$1.52M -$244K -8,270 -15%
BIM
111
Bogle Investment Management
Massachusetts
$1.49M -$8.75M -297,050 -86%
SIM
112
Spark Investment Management
New York
$1.4M
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M -$78.9K -2,678 -6%
SAM
114
Silvercrest Asset Management
New York
$1.36M -$1.47K -50 -0.1%
Legal & General Group
115
Legal & General Group
United Kingdom
$1.32M +$17.3K +587 +1%
PAG
116
Private Advisor Group
New Jersey
$1.31M +$200K +6,775 +20%
GC
117
Guggenheim Capital
Illinois
$1.29M -$208K -7,049 -15%
ECM
118
ETrade Capital Management
Virginia
$1.26M -$222K -7,547 -16%
Millennium Management
119
Millennium Management
New York
$1.26M -$7.52M -255,203 -87%
PP
120
Paloma Partners
Connecticut
$1.18M +$398K +13,503 +57%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.17M -$53.2K -1,804 -5%
IR
122
Invictus RG
Bermuda
$1.1M +$1.02M +34,512 New
CCM
123
CrestPoint Capital Management
Missouri
$1.08M +$41.3K +1,400 +4%
EMG
124
Ellington Management Group
Connecticut
$1.07M +$990K +33,600 New
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$1.02M -$3.24K -110 -0.3%

BWXT Hedge Fund Activity: Q4 2015 in Review

226 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2015, worth a combined $3.14B — up 19% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BWXT positions and 25 closed out — a net gain of 22 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Burgundy Asset Management, cutting an estimated $37.7M.

  • 226 institutional investors held BWX Technologies (BWXT) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $3.14B of BWX Technologies stock for Q4 2015, up 19% quarter-over-quarter.
  • 47 funds opened new BWX Technologies positions in Q4 2015 and 25 closed out, a net change of +22 holders.
  • The largest BWX Technologies buyer in Q4 2015 was Vanguard Group, an estimated $37.6M added.
  • The largest BWX Technologies seller in Q4 2015 was Burgundy Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q4 2015.