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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
ALPS Advisors
Colorado
$351K +$44.7K +746 +16%
AAM
177
Advisors Asset Management
Colorado
$349K +$120K +2,000 +61%
CAM
178
Cresset Asset Management
Illinois
$347K +$6.95K +116 +2%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$338K -$10.4K -173 -3%
WJWM
180
Williams Jones Wealth Management
New York
$330K -$5.99K -100 -2%
HW
181
Hancock Whitney
Mississippi
$316K -$1.01M -16,833 -78%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$312K -$154K -2,566 -35%
ISL
183
Ingalls & Snyder LLC
New York
$306K +$278K +4,645 New
AAS
184
Avantax Advisory Services
Texas
$303K +$40.6K +677 +17%
PCS
185
Personal CFO Solutions
New Jersey
$293K +$15.2K +253 +6%
HighTower Advisors
186
HighTower Advisors
Illinois
$286K +$259K +4,331 New
SGI
187
Summit Global Investments
Utah
$284K -$65.9K -1,100 -20%
MML Investors Services
188
MML Investors Services
Massachusetts
$280K -$23.9K -399 -9%
PP
189
PDT Partners
New York
$277K -$2.2M -36,758 -90%
SKK
190
Shepherd Kaplan Krochuk
Massachusetts
$257K -$24K -400 -9%
Wolverine Trading
191
Wolverine Trading
Illinois
$248K +$226K +3,765 New
RFC
192
Regions Financial Corp
Alabama
$234K -$3.77K -63 -2%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$234K +$1.26K +21 +0.6%
PMAM
194
Penn Mutual Asset Management
Pennsylvania
$226K
IRF
195
IBM Retirement Fund
New York
$214K -$18.4K -307 -9%
CSS
196
Cubist Systematic Strategies
Connecticut
$210K -$401K -6,700 -68%
AII
197
AGF Investments Inc
Ontario, Canada
$209K +$189K +3,162 New
HKAM
198
Horizon Kinetics Asset Management
New York
$209K +$190K +3,163 New
N
199
Natixis
France
$204K +$186K +3,100 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$182K

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.