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BWX Technologies

258 hedge funds and large institutions have $3.74B invested in BWX Technologies in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 71 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $9.53M | Put options by funds: $3.15M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.95% more ownership

Funds ownership: 92.87%94.82% (+1.9%)

2% more capital invested

Capital invested by funds: $3.66B → $3.74B (+$75.2M)

3% less funds holding

Funds holding: 266258 (-8)

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

37% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 112

Holders
258
Holders Change
-8
Holders Change %
-3.01%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
42
Increased
71
Reduced
112
Closed
48
Calls
$9.53M
Puts
$3.15M
Net Calls
+$6.38M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$1.51M +$37K +952 +3%
SAM
127
Silvercrest Asset Management
New York
$1.51M -$158K -4,054 -10%
Barclays
128
Barclays
United Kingdom
$1.44M +$365K +9,388 +35%
PP
129
Paloma Partners
Connecticut
$1.42M +$833K +21,422 +150%
Voloridge Investment Management
130
Voloridge Investment Management
Florida
$1.34M +$1.31M +33,709 New
ARTA
131
A.R.T. Advisors
New York
$1.33M +$1.31M +33,600 New
CCM
132
CrestPoint Capital Management
Missouri
$1.26M +$214K +5,500 +21%
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
$1.2M +$1.17M +30,156 New
TI
134
Trexquant Investment
Connecticut
$1.19M +$1.16M +29,905 New
MA
135
MUFG Americas
New York
$1.16M -$205K -5,280 -15%
Franklin Resources
136
Franklin Resources
California
$1.16M
BJ
137
BlackRock Japan
Japan
$1.12M -$358K -9,215 -25%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.11M +$1.08M +27,850 New
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$1.1M +$1.07M +27,631 New
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$1.07M -$117K -3,004 -10%
ECM
141
ETrade Capital Management
Virginia
$1.04M -$319K -8,205 -24%
KeyBank National Association
142
KeyBank National Association
Ohio
$1M -$27.9K -719 -3%
SB
143
Suntrust Banks
Georgia
$902K -$89.2K -2,296 -9%
AG
144
Aperio Group
California
$867K -$315K -8,106 -27%
Simplex Trading
145
Simplex Trading
Illinois
$848K +$797K +20,504 +2,338%
GS
146
GAM Systematic
United Kingdom
$815K -$707K -18,188 -47%
QC
147
Quadrature Capital
United Kingdom
$780K -$17.4K -447 -2%
Capstone Investment Advisors
148
Capstone Investment Advisors
New York
$758K +$742K +19,100 New
RFCA
149
R&F Capital Advisors
New York
$735K +$719K +18,510 New
NSEDCP
150
NJ State Employees Deferred Compensation Plan
New Jersey
$695K

BWXT Hedge Fund Activity: Q4 2016 in Review

258 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2016, worth a combined $3.74B — up 2.1% from $3.66B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BWXT and 42 opened new positions — a net loss of 6 holders — while 112 trimmed existing stakes and 71 added.

The largest buyer was Invesco, adding an estimated $70.6M. The largest seller was Principal Financial Group, cutting an estimated $30.9M.

  • 258 institutional investors held BWX Technologies (BWXT) as of Q4 2016, down from 266 in Q3 2016.
  • Funds reported $3.74B of BWX Technologies stock for Q4 2016, up 2.1% quarter-over-quarter.
  • 42 funds opened new BWX Technologies positions in Q4 2016 and 48 closed out, a net change of -6 holders.
  • The largest BWX Technologies buyer in Q4 2016 was Invesco, an estimated $70.6M added.
  • The largest BWX Technologies seller in Q4 2016 was Principal Financial Group, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2016.