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BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
RQS
201
Ramsey Quantitative Systems
Kentucky
$315K -$477K -7,905 -60%
FAAS
202
First Allied Advisory Services
California
$312K -$41K -679 -12%
NA
203
Navellier & Associates
Nevada
$309K -$111K -1,837 -26%
WJA
204
Williams Jones & Associates
New York
$308K
Neuberger Berman Group
205
Neuberger Berman Group
New York
$308K +$307K +5,084 New
PAM
206
Panagora Asset Management
Massachusetts
$306K -$1.94M -32,088 -86%
MA
207
MANA Advisors
New York
$296K +$295K +4,889 New
AI
208
Atria Investments
North Carolina
$295K +$58.7K +973 +25%
HCM
209
Highbridge Capital Management
New York
$289K -$235K -3,897 -45%
HK
210
Horizon Kinetics
New York
$276K -$80.3K -1,332 -23%
WAM
211
World Asset Management
Michigan
$265K -$2.47K -41 -0.9%
Nomura Holdings
212
Nomura Holdings
Japan
$262K +$261K +4,322 New
OAM
213
Oppenheimer Asset Management
New York
$258K
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$256K +$256K +4,240 New
PP
215
Prudential plc
United Kingdom
$248K -$139K -2,300 -36%
GC
216
Globeflex Capital
California
$240K
FPC
217
Falcon Point Capital
California
$239K -$10.3M -170,726 -98%
CGH
218
Crossmark Global Holdings
Texas
$231K +$6.7K +111 +3%
PP
219
Paloma Partners
Connecticut
$230K -$713K -11,815 -76%
QI
220
QS Investors
New York
$229K -$344K -5,697 -60%
Federated Hermes
221
Federated Hermes
Pennsylvania
$225K -$4.95K -82 -2%
FBT
222
First Bank & Trust
South Dakota
$219K +$208K +3,451 +2,104%
CG
223
Caprock Group
Idaho
$219K +$210K +3,482 New
CF
224
Centaurus Financial
California
$218K +$217K +3,600 New
Creative Planning
225
Creative Planning
Kansas
$215K -$663 -11 -0.3%

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.