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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Meeder Asset Management
Ohio
$164K +$146K +2,429 +4,117%
FMT
202
First Mercantile Trust
Tennessee
$154K -$16.4K -273 -10%
SFS
203
Sowell Financial Services
Arkansas
$119K +$96.9K +1,617 +809%
FF
204
FourThought Financial
Florida
$108K -$2.94K -49 -3%
DZ Bank
205
DZ Bank
Germany
$99.1K
ZB
206
Zions Bancorporation
Utah
$91K +$82.9K +1,384 New
VI
207
Vestcor Inc
New Brunswick, Canada
$88K
WAM
208
Wolverine Asset Management
Illinois
$85K +$77.9K +1,300 New
TCWM
209
Total Clarity Wealth Management
Illinois
$77K +$69.8K +1,165 New
CFGS
210
Concourse Financial Group Securities
Alabama
$76K +$899 +15 +1%
SWM
211
Selective Wealth Management
Virginia
$66K
FPS
212
Fieldpoint Private Securities
Connecticut
$58K +$14.9K +248 +40%
MMG
213
Monetary Management Group
Missouri
$49K -$204K -3,400 -82%
HNB
214
Huntington National Bank
Ohio
$49K
IAIM
215
International Assets Investment Management
Florida
$42K
IA
216
IFP Advisors
Florida
$40K
RTC
217
Riverview Trust Company
Washington
$36K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$36K +$899 +15 +3%
Walleye Trading
219
Walleye Trading
New York
$33K +$29.7K +496 New
VCM
220
Versant Capital Management
Arizona
$31K +$120 +2 +0.4%
QCG
221
Quadrant Capital Group
Ohio
$27K +$60 +1 +0.2%
EVM
222
Eaton Vance Management
Massachusetts
$25K +$23.1K +385 New
KFI
223
Key Financial Inc
Pennsylvania
$23K
AF
224
Advisornet Financial
Minnesota
$21K +$19.2K +320 New
AWM
225
Accel Wealth Management
Iowa
$20K

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.