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BWX Technologies

275 hedge funds and large institutions have $4.7B invested in BWX Technologies in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.07% less ownership

Funds ownership: 104.37%101.3% (-3.1%)

5% less funds holding

Funds holding: 290275 (-15)

18% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 55

24% less capital invested

Capital invested by funds: $6.17B → $4.7B (-$1.47B)

28% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $4.75M

Holders
275
Holders Change
-15
Holders Change %
-5.17%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
45
Increased
102
Reduced
83
Closed
55
Calls
$3.4M
Puts
$4.75M
Net Calls
-$1.34M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
201
Emerald Advisers
Pennsylvania
$211K -$5.35K -90 -2%
DTL
202
Dynamic Technology Lab
Singapore
$211K +$59.9K +1,008 +30%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$207K
BBHC
204
Brown Brothers Harriman & Co
New York
$199K +$4.28K +72 +2%
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$194K -$446K -7,508 -65%
FMT
206
First Mercantile Trust
Tennessee
$179K +$4.1K +69 +2%
SCM
207
Silvant Capital Management
Georgia
$177K
CII
208
Capital International Inc
California
$162K +$197K +3,322 New
TRCT
209
Tower Research Capital (TRC)
New York
$154K +$188K +3,156 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$131K +$135K +2,275 +544%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$105K +$130K +2,191 New
AIG
212
American International Group
New York
$98K -$2.14K -36 -2%
Lazard Asset Management
213
Lazard Asset Management
New York
$88K +$64.1K +1,079 +146%
FBT
214
First Bank & Trust
South Dakota
$87K -$428K -7,203 -80%
HFM
215
Harvest Fund Management
China
$86K +$82.3K +1,385 +354%
DZ Bank
216
DZ Bank
Germany
$73.2K +$41.6K +700 +87%
SFS
217
Sowell Financial Services
Arkansas
$60K +$4.34K +73 +6%
SWM
218
Selective Wealth Management
Virginia
$49K
PHK
219
Point72 Hong Kong
Hong Kong
$45K +$54.6K +919 New
PFO
220
Pathstone Family Office
New Jersey
$44K
CFGS
221
Concourse Financial Group Securities
Alabama
$41K +$6.66K +112 +15%
MMG
222
Monetary Management Group
Missouri
$37K -$333K -5,600 -88%
HNB
223
Huntington National Bank
Ohio
$37K
APA
224
American Portfolios Advisors
New York
$36.5K +$38.3K +644 +613%
PO
225
Private Ocean
California
$36K

BWXT Hedge Fund Activity: Q1 2020 in Review

275 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2020, worth a combined $4.7B — down 24% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of BWXT and 45 opened new positions — a net loss of 10 holders — while 83 trimmed existing stakes and 102 added.

The largest buyer was Capital International Investors, adding an estimated $108M. The largest seller was Brown Advisory, cutting an estimated $233M.

  • 275 institutional investors held BWX Technologies (BWXT) as of Q1 2020, down from 290 in Q4 2019.
  • Funds reported $4.7B of BWX Technologies stock for Q1 2020, down 24% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q1 2020 and 55 closed out, a net change of -10 holders.
  • The largest BWX Technologies buyer in Q1 2020 was Capital International Investors, an estimated $108M added.
  • The largest BWX Technologies seller in Q1 2020 was Brown Advisory, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2020.