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BWX Technologies

293 hedge funds and large institutions have $4.79B invested in BWX Technologies in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $5.68M

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

29% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $4.25B → $4.79B (+$535M)

5% more funds holding

Funds holding: 280293 (+13)

1.02% more ownership

Funds ownership: 96.37%97.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
108
Reduced
84
Closed
42
Calls
$9.32M
Puts
$5.68M
Net Calls
+$3.65M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$232K -$24.5K -499 -10%
KeyBank National Association
202
KeyBank National Association
Ohio
$227K -$239K -4,867 -54%
BAM
203
Blueshift Asset Management
New Jersey
$224K +$204K +4,156 New
P
204
Pitcairn
Pennsylvania
$221K +$202K +4,098 New
WJWM
205
Williams Jones Wealth Management
New York
$215K +$197K +4,000 New
HW
206
Hancock Whitney
Mississippi
$213K +$194K +3,949 New
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$213K +$195K +3,963 New
NICM
208
Neo Ivy Capital Management
New York
$212K +$97.7K +1,986 +103%
HighTower Advisors
209
HighTower Advisors
Illinois
$209K +$187K +3,809 New
RJFSA
210
Raymond James Financial Services Advisors
Florida
$207K +$189K +3,851 New
Comerica Bank
211
Comerica Bank
Texas
$202K +$175K +3,559 New
Creative Planning
212
Creative Planning
Kansas
$200K +$183K +3,718 New
BBHC
213
Brown Brothers Harriman & Co
New York
$181K
AIM
214
ARK Investment Management
Florida
$180K +$165K +3,351 New
C
215
Covestor
United Kingdom
$164K +$93.7K +1,905 +168%
CI Investments Inc
216
CI Investments Inc
Ontario, Canada
$142K -$24K -487 -16%
SG Americas Securities
217
SG Americas Securities
New York
$131K -$7.28K -148 -6%
SOW
218
State of Wyoming
Wyoming
$124K +$1.72K +35 +2%
DFCM
219
Dark Forest Capital Management
Puerto Rico
$108K +$98.8K +2,008 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$97K -$34.8K -707 -28%
FF
221
FourThought Financial
Florida
$93K +$6.34K +129 +8%
AIG
222
American International Group
New York
$84K -$295 -6 -0.4%
CFGS
223
Concourse Financial Group Securities
Alabama
$72K -$639 -13 -1%
ZB
224
Zions Bancorporation
Utah
$65K
SWM
225
Selective Wealth Management
Virginia
$64K -$935 -19 -2%

BWXT Hedge Fund Activity: Q1 2022 in Review

293 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2022, worth a combined $4.79B — up 13% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BWXT positions and 42 closed out — a net gain of 17 holders — while 108 added to existing stakes and 84 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $37.4M. The largest seller was Capital International Investors, cutting an estimated $80.1M.

  • 293 institutional investors held BWX Technologies (BWXT) as of Q1 2022, up from 280 in Q4 2021.
  • Funds reported $4.79B of BWX Technologies stock for Q1 2022, up 13% quarter-over-quarter.
  • 59 funds opened new BWX Technologies positions in Q1 2022 and 42 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2022 was Victory Capital Management, an estimated $37.4M added.
  • The largest BWX Technologies seller in Q1 2022 was Capital International Investors, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2022.