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BWX Technologies

269 hedge funds and large institutions have $4.83B invested in BWX Technologies in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.37M

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

1.5% less ownership

Funds ownership: 95.82%94.32% (-1.5%)

6% less funds holding

Funds holding: 286269 (-17)

9% less capital invested

Capital invested by funds: $5.3B → $4.83B (-$462M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
103
Reduced
89
Closed
42
Calls
$1.73M
Puts
$1.37M
Net Calls
+$359K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.43M -$19.8K -352 -1%
ASRS
102
Arizona State Retirement System
Arizona
$1.4M +$5.29K +94 +0.4%
Ameriprise
103
Ameriprise
Minnesota
$1.3M -$5.86M -104,052 -81%
CSS
104
Cubist Systematic Strategies
Connecticut
$1.26M -$5.38M -95,494 -80%
Barclays
105
Barclays
United Kingdom
$1.2M -$2.29M -40,659 -65%
AC
106
Aristides Capital
Kentucky
$1.13M
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.07M +$226K +4,015 +25%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$1.02M +$23.7K +421 +2%
AG
109
Algert Global
California
$995K +$1.04M +18,470 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$928K +$971K +17,236 New
AB
111
Amalgamated Bank
New York
$927K -$57.2K -1,016 -6%
URS
112
Utah Retirement Systems
Utah
$925K -$62K -1,100 -6%
SG Americas Securities
113
SG Americas Securities
New York
$910K +$262K +4,657 +38%
WG
114
Winton Group
United Kingdom
$907K -$119K -2,109 -11%
AFS
115
Access Financial Services
Minnesota
$848K +$272K +4,835 +44%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$825K +$158K +2,808 +22%
SI
117
Stephens Inc
Arkansas
$823K +$225 +4 +0%
Osaic Holdings
118
Osaic Holdings
Arizona
$807K -$2.37K -42 -0.3%
GC
119
Guggenheim Capital
Illinois
$737K -$93.8K -1,666 -11%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$735K
VanEck Associates
121
VanEck Associates
New York
$723K -$50.2K -892 -6%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$641K +$31.7K +563 +5%
DTL
123
Dynamic Technology Lab
Singapore
$639K +$668K +11,860 New
CG
124
Colony Group
Massachusetts
$625K -$109K -1,928 -14%
CFMC
125
Curbstone Financial Management Corp
New Hampshire
$617K -$39.4K -700 -6%

BWXT Hedge Fund Activity: Q3 2021 in Review

269 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2021, worth a combined $4.83B — down 8.7% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BWXT and 28 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 103 added.

The largest buyer was Shapiro Capital Management, adding an estimated $64.7M. The largest seller was Capital International Investors, cutting an estimated $142M.

  • 269 institutional investors held BWX Technologies (BWXT) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $4.83B of BWX Technologies stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 28 funds opened new BWX Technologies positions in Q3 2021 and 42 closed out, a net change of -14 holders.
  • The largest BWX Technologies buyer in Q3 2021 was Shapiro Capital Management, an estimated $64.7M added.
  • The largest BWX Technologies seller in Q3 2021 was Capital International Investors, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2021.