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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
PHK
176
Point72 Hong Kong
Hong Kong
$289K -$99.1K -1,759 -25%
Prudential Financial
177
Prudential Financial
New Jersey
$284K -$1.11M -19,760 -79%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$283K -$9.91K -176 -3%
CAM
179
Cresset Asset Management
Illinois
$271K +$2.42K +43 +0.9%
US Bancorp
180
US Bancorp
Minnesota
$270K -$22.6K -402 -7%
BC
181
Bridgefront Capital
Texas
$259K +$271K +4,817 New
Jane Street
182
Jane Street
New York
$253K -$202K -3,579 -43%
PCS
183
Personal CFO Solutions
New Jersey
$250K +$8.39K +149 +3%
AIM
184
Aigen Investment Management
New York
$249K +$33.8K +600 +15%
P
185
Pitcairn
Pennsylvania
$238K -$75.8K -1,345 -23%
ISL
186
Ingalls & Snyder LLC
New York
$226K
MML Investors Services
187
MML Investors Services
Massachusetts
$224K -$16.1K -285 -6%
HW
188
Hancock Whitney
Mississippi
$222K -$10.6K -189 -4%
WJWM
189
Williams Jones Wealth Management
New York
$215K -$56.3K -1,000 -20%
SKK
190
Shepherd Kaplan Krochuk
Massachusetts
$215K +$5.63K +100 +3%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$206K +$6.53K +116 +3%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$206K +$15.2K +270 +8%
Comerica Bank
193
Comerica Bank
Texas
$205K -$150K -2,670 -43%
PI
194
PEAK6 Investments
Illinois
$190K +$199K +3,529 New
Simplex Trading
195
Simplex Trading
Illinois
$172K
AII
196
AGF Investments Inc
Ontario, Canada
$172K +$16.3K +290 +10%
PMAM
197
Penn Mutual Asset Management
Pennsylvania
$161K
NIPH
198
NN Investment Partners Holdings
Netherlands
$113K +$118K +2,100 New
ZB
199
Zions Bancorporation
Utah
$93K +$18.9K +335 +24%
AIG
200
American International Group
New York
$90K -$7.83K -139 -8%

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.