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BWX Technologies

226 hedge funds and large institutions have $3.14B invested in BWX Technologies in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,167% more call options, than puts

Call options by funds: $458K | Put options by funds: $3K

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more capital invested

Capital invested by funds: $2.65B → $3.14B (+$491M)

10% more funds holding

Funds holding: 206226 (+20)

0.89% less ownership

Funds ownership: 94.06%93.17% (-0.89%)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

Holders
226
Holders Change
+20
Holders Change %
+9.71%
% of All Funds
5.93%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
47
Increased
65
Reduced
83
Closed
25
Calls
$458K
Puts
$3K
Net Calls
+$455K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Patten Group
Tennessee
$23.8K
AIA
202
Allegis Investment Advisors
Idaho
$22K +$20.6K +700 New
ClearBridge Investments
203
ClearBridge Investments
New York
$16K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$16K
VCM
205
Versant Capital Management
Arizona
$16K +$15.2K +516 New
QCG
206
Quadrant Capital Group
Ohio
$15K -$118 -4 -0.7%
BAM
207
Bruderman Asset Management
New York
$13K +$29 +1 +0.2%
GBT
208
Grove Bank & Trust
Florida
$11K +$10.3K +350 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$10K +$8.84K +300 New
SEC
210
Seven Eight Capital
New York
$10K +$8.84K +300 New
IA
211
IFP Advisors
Florida
$8K +$7.37K +250 New
DADC
212
D.A. Davidson & Co
Montana
$7K
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.08K -$265K -9,000 -4%
SAM
214
Shamrock Asset Management
Texas
$6K
SSB
215
Sandy Spring Bank
Maryland
$4K
BWA
216
Burt Wealth Advisors
Maryland
$4K +$4.33K +147 New
N
217
Nuveen
North Carolina
$2.19K +$571K +19,366 +39%
AWM
218
AllSquare Wealth Management
New York
$2K
FIB
219
First Interstate Bank
Montana
$2K
CFA
220
Carroll Financial Associates
North Carolina
$1K
CPIG
221
Chicago Partners Investment Group
Illinois
$1K
IWMPD
222
Integrated Wealth Management (Palm Desert)
California
$1K
TFO
223
Tarbox Family Office
California
$1K
WA
224
WFG Advisors
Texas
$1K
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +34 New

BWXT Hedge Fund Activity: Q4 2015 in Review

226 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2015, worth a combined $3.14B — up 19% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BWXT positions and 25 closed out — a net gain of 22 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Burgundy Asset Management, cutting an estimated $37.7M.

  • 226 institutional investors held BWX Technologies (BWXT) as of Q4 2015, up from 206 in Q3 2015.
  • Funds reported $3.14B of BWX Technologies stock for Q4 2015, up 19% quarter-over-quarter.
  • 47 funds opened new BWX Technologies positions in Q4 2015 and 25 closed out, a net change of +22 holders.
  • The largest BWX Technologies buyer in Q4 2015 was Vanguard Group, an estimated $37.6M added.
  • The largest BWX Technologies seller in Q4 2015 was Burgundy Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q4 2015.