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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
FA
176
FDx Advisors
Illinois
$319K +$39.6K +756 +13%
TCM
177
Teza Capital Management
Illinois
$319K +$349K +6,660 New
GFP
178
Gryphon Financial Partners
Ohio
$312K
PAMS
179
Pictet Asset Management (Switzerland)
Switzerland
$302K
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$300K +$11.7K +224 +4%
Cerity Partners
181
Cerity Partners
New York
$298K -$1.17M -22,447 -78%
Canada Life
182
Canada Life
Manitoba, Canada
$298K
DekaBank Deutsche Girozentrale
183
DekaBank Deutsche Girozentrale
Germany
$291K -$15.7K -300 -5%
Mitsubishi UFJ Trust & Banking
184
Mitsubishi UFJ Trust & Banking
Japan
$290K -$134K -2,565 -30%
LWAM
185
Legacy Wealth Asset Management
Minnesota
$277K -$40.3K -770 -12%
Prudential Financial
186
Prudential Financial
New Jersey
$276K -$3.77K -72 -1%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$270K +$295K +5,640 New
QC
188
Quadrature Capital
United Kingdom
$268K +$292K +5,589 New
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$268K +$293K +5,602 New
V
190
Veritable
Delaware
$253K -$60K -1,147 -18%
PMAM
191
Penn Mutual Asset Management
Pennsylvania
$251K +$125K +2,390 +84%
MLICM
192
Metropolitan Life Insurance Company (MetLife)
New York
$242K -$10.4K -198 -4%
US Bancorp
193
US Bancorp
Minnesota
$232K -$10.7K -205 -4%
YIH
194
Y-Intercept (HK)
Hong Kong
$232K +$254K +4,851 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$230K -$35.2K -672 -12%
A
196
Astrantus
Cyprus
$225K +$246K +4,700 New
FC
197
FORA Capital
Florida
$224K +$245K +4,675 New
AAS
198
Avantax Advisory Services
Texas
$222K -$127K -2,430 -34%
MML Investors Services
199
MML Investors Services
Massachusetts
$218K +$20.6K +394 +9%
PI
200
PEAK6 Investments
Illinois
$211K +$45.8K +876 +25%

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.