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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
American Century Companies
126
American Century Companies
Missouri
$616K +$104K +1,845 +19%
SF
127
Synovus Financial
Georgia
$595K +$84.1K +1,493 +16%
AIL
128
AGF Investments LLC
Ontario, Canada
$578K +$58.8K +1,044 +11%
KeyBank National Association
129
KeyBank National Association
Ohio
$574K -$676 -12 -0.1%
BFM
130
Boothbay Fund Management
New York
$554K -$158K -2,813 -21%
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$542K -$3.51M -62,389 -86%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$535K +$554K +9,841 New
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$527K +$97.8K +1,737 +22%
WCM
134
Washington Capital Management
Washington
$522K +$546K +9,700 New
Principal Financial Group
135
Principal Financial Group
Iowa
$511K -$11.5K -205 -2%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$498K +$55.3K +982 +12%
PCM
137
Prelude Capital Management
New York
$496K -$240K -4,265 -32%
CM
138
Capula Management
Cayman Islands
$489K +$511K +9,070 New
FA
139
Fiducient Advisors
Illinois
$474K +$496K +8,800 New
FHB
140
First Hawaiian Bank
Hawaii
$469K
Mitsubishi UFJ Trust & Banking
141
Mitsubishi UFJ Trust & Banking
Japan
$463K +$73.2K +1,300 +18%
X
142
Xponance
Pennsylvania
$456K -$8.05K -143 -2%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$452K +$14.7K +261 +3%
Bank of Nova Scotia
144
Bank of Nova Scotia
Ontario, Canada
$449K +$35.5K +631 +8%
IMRF
145
Illinois Municipal Retirement Fund
Illinois
$439K
VAS
146
Vestmark Advisory Solutions
Massachusetts
$439K +$13.1K +233 +3%
MGAM
147
McGowan Group Asset Management
Texas
$426K +$2.37K +42 +0.5%
Truist Financial
148
Truist Financial
North Carolina
$426K +$14.3K +253 +3%
LPL Financial
149
LPL Financial
California
$423K +$2.82K +50 +0.6%
SSA
150
Schonfeld Strategic Advisors
New York
$414K -$98.9K -1,756 -19%

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.