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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
Barclays
126
Barclays
United Kingdom
$879K -$207K -3,965 -18%
Simplex Trading
127
Simplex Trading
Illinois
$878K +$805K +15,380 +518%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$877K +$157K +3,005 +20%
URS
129
Utah Retirement Systems
Utah
$817K -$5.23K -100 -0.6%
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$801K +$876K +16,736 New
CANY
131
Caxton Associates (New York)
New York
$800K +$875K +16,717 New
JMPWA
132
JP Morgan Private Wealth Advisors
California
$777K -$4.33M -82,685 -84%
AIL
133
AGF Investments LLC
Ontario, Canada
$768K +$278K +5,309 +49%
AIM
134
Arcadia Investment Management
Michigan
$750K -$968K -18,500 -54%
SI
135
Stephens Inc
Arkansas
$732K +$209 +4 +0%
Osaic Holdings
136
Osaic Holdings
Arizona
$713K -$7.64K -146 -1%
NCM
137
Narwhal Capital Management
Georgia
$699K -$2.68M -51,285 -78%
AGM
138
Alpine Global Management
New York
$690K +$754K +14,414 New
OTL
139
Oak Thistle LLC
New York
$671K +$733K +14,007 New
HF
140
HRT Financial
New York
$668K +$394K +7,528 +117%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$653K
American Century Companies
142
American Century Companies
Missouri
$615K +$73.7K +1,409 +12%
AAM
143
Advisors Asset Management
Colorado
$589K +$249K +4,749 +63%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$587K +$157K +3,009 +33%
SF
145
Synovus Financial
Georgia
$567K +$39.8K +760 +7%
WCM
146
Washington Capital Management
Washington
$560K +$105K +2,000 +21%
CFMC
147
Curbstone Financial Management Corp
New Hampshire
$548K
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$547K +$78.4K +1,499 +15%
Fidelity International
149
Fidelity International
Bermuda
$545K +$239K +4,568 +67%
GC
150
Guggenheim Capital
Illinois
$543K -$122K -2,339 -17%

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.