We are live on ! Find out more
BWXT icon

BWX Technologies

280 hedge funds and large institutions have $4.25B invested in BWX Technologies in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

4% more funds holding

Funds holding: 269280 (+11)

2.05% more ownership

Funds ownership: 94.32%96.37% (+2.1%)

12% less capital invested

Capital invested by funds: $4.83B → $4.25B (-$581M)

12% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 99

39% less call options, than puts

Call options by funds: $5.63M | Put options by funds: $9.24M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
280
Holders Change
+11
Holders Change %
+4.09%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
87
Reduced
99
Closed
40
Calls
$5.63M
Puts
$9.24M
Net Calls
-$3.62M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
101
Rice Hall James & Associates
California
$1.62M -$21.1K -403 -1%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$1.6M -$44K -840 -2%
BG
103
Bahl & Gaynor
Ohio
$1.58M -$466K -8,911 -21%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.56M +$673K +12,852 +65%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.44M -$1.11M -21,139 -41%
DTL
107
Dynamic Technology Lab
Singapore
$1.43M +$941K +17,987 +152%
S
108
SignatureFD
Georgia
$1.41M +$6.38K +122 +0.4%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$1.4M -$11.8M -224,633 -88%
Ameriprise
110
Ameriprise
Minnesota
$1.36M +$219K +4,181 +17%
AG
111
Algert Global
California
$1.25M +$395K +7,546 +41%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.25M +$368K +7,028 +38%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$1.24M +$833K +15,920 +162%
ASRS
114
Arizona State Retirement System
Arizona
$1.23M -$15.7K -300 -1%
Victory Capital Management
115
Victory Capital Management
Texas
$1.19M -$115K -2,191 -8%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.17M +$379K +7,240 +42%
SSA
117
Schonfeld Strategic Advisors
New York
$1.14M +$843K +16,100 +209%
Brown Advisory
118
Brown Advisory
Maryland
$1.13M -$291K -5,557 -19%
AIM
119
Aigen Investment Management
New York
$1.09M +$951K +18,166 +393%
VIM
120
VELA Investment Management
Ohio
$1.06M +$1.16M +22,215 New
AC
121
Aristides Capital
Kentucky
$1M
VanEck Associates
122
VanEck Associates
New York
$945K +$330K +6,315 +47%
GCP
123
GSA Capital Partners
United Kingdom
$936K -$850K -16,246 -45%
AB
124
Amalgamated Bank
New York
$911K +$94.9K +1,813 +11%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$883K +$529K +10,109 +121%

BWXT Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2021, worth a combined $4.25B — down 12% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BWXT positions and 40 closed out — a net gain of 14 holders — while 87 added to existing stakes and 99 trimmed.

The largest buyer was Millennium Management, adding an estimated $78.3M. The largest seller was Capital International Investors, cutting an estimated $212M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2021, up from 269 in Q3 2021.
  • Funds reported $4.25B of BWX Technologies stock for Q4 2021, down 12% quarter-over-quarter.
  • 54 funds opened new BWX Technologies positions in Q4 2021 and 40 closed out, a net change of +14 holders.
  • The largest BWX Technologies buyer in Q4 2021 was Millennium Management, an estimated $78.3M added.
  • The largest BWX Technologies seller in Q4 2021 was Capital International Investors, an estimated $212M sold.

Based on aggregated 13F filings for Q4 2021.