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BWX Technologies

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $1.97M

7% more capital invested

Capital invested by funds: $5.22B → $5.61B (+$388M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 279280 (+1)

0.27% more ownership

Funds ownership: 97.4%97.67% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$213K +$203K +3,528 New
PMAM
202
Penn Mutual Asset Management
Pennsylvania
$206K +$12.4K +215 +7%
AAM
203
Advisors Asset Management
Colorado
$199K +$71.8K +1,246 +61%
TRCT
204
Tower Research Capital (TRC)
New York
$181K -$213K -3,702 -55%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$166K +$3.98K +69 +3%
FMT
206
First Mercantile Trust
Tennessee
$157K -$12.3K -214 -8%
Simplex Trading
207
Simplex Trading
Illinois
$103K -$66.6K -1,156 -40%
FF
208
FourThought Financial
Florida
$102K +$97.6K +1,694 New
DZ Bank
209
DZ Bank
Germany
$90.4K
VI
210
Vestcor Inc
New Brunswick, Canada
$81K
CFGS
211
Concourse Financial Group Securities
Alabama
$68K -$3.92K -68 -6%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$65K +$61.8K +1,073 New
SWM
213
Selective Wealth Management
Virginia
$60K
PFO
214
Pathstone Family Office
New Jersey
$54K
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
$48K -$44.4K -771 -49%
HNB
216
Huntington National Bank
Ohio
$45K
IAIM
217
International Assets Investment Management
Florida
$42K +$40.1K +696 New
FPS
218
Fieldpoint Private Securities
Connecticut
$38K +$36K +625 New
IA
219
IFP Advisors
Florida
$36K
SWA
220
SOA Wealth Advisors
New York
$34K +$34.6K +601 New
RTC
221
Riverview Trust Company
Washington
$33K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$32K +$15.1K +262 +96%
VCM
223
Versant Capital Management
Arizona
$28K -$230 -4 -0.8%
QCG
224
Quadrant Capital Group
Ohio
$24K +$2.13K +37 +10%
ASN
225
Advisory Services Network
Georgia
$23K -$8.41K -146 -28%

BWXT Hedge Fund Activity: Q4 2020 in Review

280 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2020, worth a combined $5.61B — up 7.4% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BWXT positions and 42 closed out — a net gain of 3 holders — while 87 added to existing stakes and 102 trimmed.

The largest buyer was Capital International Investors, adding an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $69.4M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2020, up from 279 in Q3 2020.
  • Funds reported $5.61B of BWX Technologies stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q4 2020 and 42 closed out, a net change of +3 holders.
  • The largest BWX Technologies buyer in Q4 2020 was Capital International Investors, an estimated $111M added.
  • The largest BWX Technologies seller in Q4 2020 was Capital Research Global Investors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2020.