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BWX Technologies

346 hedge funds and large institutions have $5.59B invested in BWX Technologies in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

822% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $5.79M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

10% more capital invested

Capital invested by funds: $5.09B → $5.59B (+$508M)

8% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 118

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

0.08% less ownership

Funds ownership: 97.29%97.21% (-0.08%)

0% less funds holding

Funds holding: 347346 (-1)

Holders
346
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
5.51%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
46
Increased
127
Reduced
118
Closed
46
Calls
$53.3M
Puts
$5.79M
Net Calls
+$47.6M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
151
Rafferty Asset Management
New York
$1.94M -$400K -6,639 -18%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$1.9M -$251K -4,160 -12%
NA
153
Navellier & Associates
Nevada
$1.85M +$1.77M +29,410 New
GT
154
Glenmede Trust
Pennsylvania
$1.82M -$486K -8,058 -22%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$1.8M -$219K -3,628 -11%
Federated Hermes
156
Federated Hermes
Pennsylvania
$1.73M -$723K -11,994 -30%
NGA
157
Naples Global Advisors
Florida
$1.73M -$119K -1,974 -7%
CC
158
Cipher Capital
New York
$1.7M +$1.34M +22,302 +481%
ASRS
159
Arizona State Retirement System
Arizona
$1.67M +$41.8K +693 +3%
Ameriprise
160
Ameriprise
Minnesota
$1.54M -$5.79K -96 -0.4%
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$1.51M +$145K +2,400 +11%
SG Americas Securities
162
SG Americas Securities
New York
$1.51M +$1.11M +18,428 +335%
BG
163
Bahl & Gaynor
Ohio
$1.46M +$262K +4,345 +23%
LSA
164
L & S Advisors
California
$1.45M +$1.39M +23,050 New
EIM
165
Essex Investment Management
Massachusetts
$1.37M -$85.9K -1,425 -6%
Osaic Holdings
166
Osaic Holdings
Arizona
$1.35M +$152K +2,514 +13%
AC
167
Aristides Capital
Kentucky
$1.32M
S
168
SignatureFD
Georgia
$1.31M +$7.53K +125 +0.6%
SAM
169
Seelaus Asset Management
New Jersey
$1.22M -$18.1K -300 -2%
MMA
170
Miracle Mile Advisors
California
$1.2M -$25.1K -417 -2%
CF
171
Cantor Fitzgerald
New York
$1.19M -$356K -5,900 -24%
SCA
172
Snowden Capital Advisors
New York
$1.15M +$485K +8,039 +78%
OMC
173
Old Mission Capital
Illinois
$1.15M +$1.1M +18,208 New
MAM
174
Mastrapasqua Asset Management
Tennessee
$1.13M -$76.8K -1,274 -7%
IMRF
175
Illinois Municipal Retirement Fund
Illinois
$1.13M +$366K +6,080 +51%

BWXT Hedge Fund Activity: Q1 2023 in Review

346 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2023, worth a combined $5.59B — up 10% from $5.09B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2023: 46 funds opened new positions, 46 closed out, 127 added to existing stakes and 118 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $41.3M. The largest seller was Invesco, cutting an estimated $74.2M.

  • 346 institutional investors held BWX Technologies (BWXT) as of Q1 2023, down from 347 in Q4 2022.
  • Funds reported $5.59B of BWX Technologies stock for Q1 2023, up 10% quarter-over-quarter.
  • 46 funds opened new BWX Technologies positions in Q1 2023 and 46 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2023 was Fiera Capital (Canada), an estimated $41.3M added.
  • The largest BWX Technologies seller in Q1 2023 was Invesco, an estimated $74.2M sold.

Based on aggregated 13F filings for Q1 2023.