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BWX Technologies

347 hedge funds and large institutions have $5.09B invested in BWX Technologies in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $2.82M

135% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

12% more funds holding

Funds holding: 311347 (+36)

10% more capital invested

Capital invested by funds: $4.63B → $5.09B (+$453M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.52% less ownership

Funds ownership: 100.81%97.29% (-3.5%)

Holders
347
Holders Change
+36
Holders Change %
+11.58%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
73
Increased
120
Reduced
103
Closed
31
Calls
$7.38M
Puts
$2.82M
Net Calls
+$4.56M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$4.28M +$574K +10,002 +16%
VIM
102
VELA Investment Management
Ohio
$4.2M +$114K +1,982 +3%
WSL
103
Western Standard LLC
California
$4.14M
M&T Bank
104
M&T Bank
New York
$4.04M -$142K -2,471 -3%
CS
105
Credit Suisse
Switzerland
$3.94M -$56.7K -988 -1%
OFA
106
Oak Family Advisors
Illinois
$3.71M +$96.5K +1,680 +3%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$3.71M +$236K +4,103 +7%
JAM
108
Jupiter Asset Management
United Kingdom
$3.46M -$1.54M -26,878 -31%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$3.39M +$940K +16,361 +39%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$3.37M +$3.33M +58,069 New
US Bancorp
111
US Bancorp
Minnesota
$3.32M -$20.3K -353 -0.6%
AM
112
AGF Management
Ontario, Canada
$3.3M +$3.26M +56,744 New
American Century Companies
113
American Century Companies
Missouri
$3.27M +$435K +7,572 +16%
SVI
114
Strategic Vision Investment
Hong Kong
$3.24M +$3.21M +55,842 New
KTA
115
Keeley-Teton Advisors
Illinois
$3.2M -$251K -4,369 -7%
UBS Group
116
UBS Group
Switzerland
$3.07M +$1.85M +32,239 +157%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.02M -$135K -2,358 -4%
Capital International Investors
118
Capital International Investors
California
$2.96M -$137M -2,388,335 -98%
BAM
119
Bullseye Asset Management
Colorado
$2.9M
ATIA
120
American Trust Investment Advisors
New Hampshire
$2.86M +$2.83M +49,279 New
GCM
121
Greenland Capital Management
New York
$2.85M +$2.81M +49,000 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$2.8M -$252K -4,385 -8%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$2.78M
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$2.65M -$1.93M -33,683 -42%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$2.52M +$1.19M +20,735 +91%

BWXT Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2022, worth a combined $5.09B — up 9.8% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BWXT positions and 31 closed out — a net gain of 42 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was PointState Capital, opening a new position worth an estimated $32.7M. The largest seller was Capital International Investors, cutting an estimated $137M.

  • 347 institutional investors held BWX Technologies (BWXT) as of Q4 2022, up from 311 in Q3 2022.
  • Funds reported $5.09B of BWX Technologies stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 73 funds opened new BWX Technologies positions in Q4 2022 and 31 closed out, a net change of +42 holders.
  • The largest BWX Technologies buyer in Q4 2022 was PointState Capital, an estimated $32.7M added.
  • The largest BWX Technologies seller in Q4 2022 was Capital International Investors, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2022.