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BWX Technologies

269 hedge funds and large institutions have $4.83B invested in BWX Technologies in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.37M

16% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 89

1.5% less ownership

Funds ownership: 95.82%94.32% (-1.5%)

6% less funds holding

Funds holding: 286269 (-17)

9% less capital invested

Capital invested by funds: $5.3B → $4.83B (-$462M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
269
Holders Change
-17
Holders Change %
-5.94%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
103
Reduced
89
Closed
42
Calls
$1.73M
Puts
$1.37M
Net Calls
+$359K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
FourThought Financial
Florida
$86K +$1.52K +27 +2%
SOW
202
State of Wyoming
Wyoming
$85K -$21.2K -377 -19%
NICM
203
Neo Ivy Capital Management
New York
$78K +$77.3K +1,373 New
CFGS
204
Concourse Financial Group Securities
Alabama
$77K +$12.6K +223 +19%
VI
205
Vestcor Inc
New Brunswick, Canada
$72K
SWM
206
Selective Wealth Management
Virginia
$65K +$12.1K +215 +22%
HA
207
Herold Advisors
New York
$47K +$49.9K +885 New
HNB
208
Huntington National Bank
Ohio
$45K +$5.07K +90 +12%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$44K +$14.6K +259 +47%
FPS
210
Fieldpoint Private Securities
Connecticut
$43K +$113 +2 +0.2%
MMG
211
Monetary Management Group
Missouri
$40K
TCWM
212
Total Clarity Wealth Management
Illinois
$32K +$33.2K +590 New
MAM
213
Meeder Asset Management
Ohio
$31K
RTC
214
Riverview Trust Company
Washington
$30K
VCM
215
Versant Capital Management
Arizona
$25K +$56 +1 +0.2%
TRCT
216
Tower Research Capital (TRC)
New York
$22K -$919K -16,315 -98%
QCG
217
Quadrant Capital Group
Ohio
$20K -$2.76K -49 -12%
KFI
218
Key Financial Inc
Pennsylvania
$19K
DFCM
219
Dark Forest Capital Management
Puerto Rico
$18K -$176K -3,131 -90%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$18K +$1.18K +21 +7%
AWM
221
Accel Wealth Management
Iowa
$16K
AF
222
Advisornet Financial
Minnesota
$15K
SPIA
223
Steward Partners Investment Advisory
New York
$14K
SC
224
SouthState Corp
Florida
$13K +$14.1K +250 New
Loomis, Sayles & Company
225
Loomis, Sayles & Company
Massachusetts
$11K -$9.61M -170,583 -100%

BWXT Hedge Fund Activity: Q3 2021 in Review

269 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2021, worth a combined $4.83B — down 8.7% from $5.3B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BWXT and 28 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 103 added.

The largest buyer was Shapiro Capital Management, adding an estimated $64.7M. The largest seller was Capital International Investors, cutting an estimated $142M.

  • 269 institutional investors held BWX Technologies (BWXT) as of Q3 2021, down from 286 in Q2 2021.
  • Funds reported $4.83B of BWX Technologies stock for Q3 2021, down 8.7% quarter-over-quarter.
  • 28 funds opened new BWX Technologies positions in Q3 2021 and 42 closed out, a net change of -14 holders.
  • The largest BWX Technologies buyer in Q3 2021 was Shapiro Capital Management, an estimated $64.7M added.
  • The largest BWX Technologies seller in Q3 2021 was Capital International Investors, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2021.