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BWX Technologies

277 hedge funds and large institutions have $4.45B invested in BWX Technologies in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,301% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $767K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

19% more capital invested

Capital invested by funds: $3.74B → $4.45B (+$714M)

7% more funds holding

Funds holding: 258277 (+19)

1.12% less ownership

Funds ownership: 94.82%93.7% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
52
Increased
76
Reduced
115
Closed
26
Calls
$10.7M
Puts
$767K
Net Calls
+$9.98M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Prudential plc
United Kingdom
$305K
HK
202
Horizon Kinetics
New York
$299K -$8.82K -202 -3%
RCA
203
Rowland Carmichael Advisors
Arizona
$286K
SSA
204
Schonfeld Strategic Advisors
New York
$275K +$252K +5,783 New
BFM
205
Boothbay Fund Management
New York
$246K +$226K +5,172 New
WJA
206
Williams Jones & Associates
New York
$243K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$237K -$2.01K -46 -0.9%
CG
208
Caprock Group
Idaho
$234K +$215K +4,922 New
CONA
209
Capital One National Association
New York
$232K +$213K +4,875 New
IR
210
Invictus RG
Bermuda
$231K +$212K +4,858 New
KI
211
Koch Industries
Kansas
$228K +$209K +4,797 New
SG Americas Securities
212
SG Americas Securities
New York
$227K -$176K -4,036 -46%
MC
213
Menta Capital
California
$219K +$201K +4,600 New
MC
214
Moors & Cabot
Massachusetts
$211K +$192K +4,400 New
WAM
215
World Asset Management
Michigan
$206K +$189K +4,329 New
AG
216
Advisor Group
Arizona
$166K -$86.6K -1,983 -36%
Creative Planning
217
Creative Planning
Kansas
$160K +$82.9K +1,900 +130%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$146K
GHCM
219
Glen Harbor Capital Management
California
$141K -$141K -3,230 -52%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$141K -$1.66K -38 -1%
OAM
221
Oppenheimer Asset Management
New York
$124K +$113K +2,595 New
MCIM
222
Meadow Creek Investment Management
Georgia
$116K -$116K -2,660 -52%
IPC
223
Independent Portfolio Consultants
Florida
$109K -$40.4K -925 -29%
Fuller & Thaler Asset Management
224
Fuller & Thaler Asset Management
California
$109K
QT
225
Quantbot Technologies
New York
$104K -$504K -11,551 -84%

BWXT Hedge Fund Activity: Q1 2017 in Review

277 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2017, worth a combined $4.45B — up 19% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BWXT positions and 26 closed out — a net gain of 26 holders — while 76 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $213M. The largest seller was Blue Harbour Group, cutting an estimated $230M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2017, up from 258 in Q4 2016.
  • Funds reported $4.45B of BWX Technologies stock for Q1 2017, up 19% quarter-over-quarter.
  • 52 funds opened new BWX Technologies positions in Q1 2017 and 26 closed out, a net change of +26 holders.
  • The largest BWX Technologies buyer in Q1 2017 was BlackRock, an estimated $213M added.
  • The largest BWX Technologies seller in Q1 2017 was Blue Harbour Group, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2017.