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BWX Technologies

213 hedge funds and large institutions have $3.26B invested in BWX Technologies in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $3.05B → $3.26B (+$204M)

1% more funds holding

Funds holding: 211213 (+2)

0.45% more ownership

Funds ownership: 132.28%132.74% (+0.45%)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 82

86% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $11M

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
5.68%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
36
Increased
66
Reduced
82
Closed
32
Calls
$1.58M
Puts
$11M
Net Calls
-$9.42M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$11K -$21.3K -1,013 -69%
AP
202
Atwood & Palmer
Missouri
$8K
WT
203
Whittier Trust
California
$8K +$7.07K +336 New
WCM
204
Wealthcare Capital Management
Virginia
$8K +$7.4K +352 New
SAM
205
Shamrock Asset Management
Texas
$6K
TI
206
Turner Investments
Pennsylvania
$4K
WA
207
WFG Advisors
Texas
$3K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$3K +$294 +14 +12%
AWM
209
AllSquare Wealth Management
New York
$2K
CPIG
210
Chicago Partners Investment Group
Illinois
$1K +$42 +2 +4%
IWMPD
211
Integrated Wealth Management (Palm Desert)
California
$1K +$1.41K +67 New
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
-$19.2M -886,332 Closed
HA
214
Hays Advisory
Tennessee
-$9.9M -456,753 Closed
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$4.95M -228,433 Closed
RBA
216
Richard Bernstein Advisors
New York
-$4.08M -188,042 Closed
TSS
217
Thomas Story & Son
Indiana
-$3.18M -146,601 Closed
TM
218
TigerShark Management
New York
-$1.73M -79,686 Closed
SCP
219
Scoria Capital Partners
Connecticut
-$1.67M -76,890 Closed
Aviva
220
Aviva
United Kingdom
-$1.38M -63,496 Closed
DA
221
Denali Advisors
California
-$1.34M -61,931 Closed
ARTA
222
A.R.T. Advisors
New York
-$1.3M -60,045 Closed
COI
223
Connable Office Inc
Michigan
-$1.2M -55,144 Closed
CCG
224
Cypress Capital Group
Florida
-$1.06M -48,930 Closed
William Blair & Company
225
William Blair & Company
Illinois
-$910K -42,015 Closed