BWX Technologies
BWXT
428 hedge funds and large institutions have $6.71B invested in BWX Technologies in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 165 reducing their positions, and 33 closing their positions.
136% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 33
52% more call options, than puts
Call options by funds: $26.8M | Put options by funds: $17.6M
10% more funds holding
Funds holding: 389 → 428 (+39)
0% more capital invested
Capital invested by funds: $6.7B → $6.71B (+$12.5M)
2.21% less ownership
Funds ownership: 97.67% → 95.46% (-2.2%)
24% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 165
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.8M |
| 2 |
Select Equity Group
New York
|
+$41.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$38.9M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$24M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$90.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$76.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$51M |
| 5 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$26.4M |
BWXT Hedge Fund Activity: Q4 2023 in Review
428 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2023, worth a combined $6.71B — up 0.19% from $6.7B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BWXT positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 165 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $75.8M. The largest seller was Boston Partners, cutting an estimated $90.9M.
- 428 institutional investors held BWX Technologies (BWXT) as of Q4 2023, up from 389 in Q3 2023.
- Funds reported $6.71B of BWX Technologies stock for Q4 2023, up 0.19% quarter-over-quarter.
- 78 funds opened new BWX Technologies positions in Q4 2023 and 33 closed out, a net change of +45 holders.
- The largest BWX Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $75.8M added.
- The largest BWX Technologies seller in Q4 2023 was Boston Partners, an estimated $90.9M sold.
Based on aggregated 13F filings for Q4 2023.