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BWX Technologies

277 hedge funds and large institutions have $4.45B invested in BWX Technologies in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,301% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $767K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

19% more capital invested

Capital invested by funds: $3.74B → $4.45B (+$714M)

7% more funds holding

Funds holding: 258277 (+19)

1.12% less ownership

Funds ownership: 94.82%93.7% (-1.1%)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 115

Holders
277
Holders Change
+19
Holders Change %
+7.36%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
52
Increased
76
Reduced
115
Closed
26
Calls
$10.7M
Puts
$767K
Net Calls
+$9.98M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$378M -$42M -961,329 -11%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$279M +$116M +2,662,072 +83%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$258M +$164M +3,753,170 +225%
BHG
4
Blue Harbour Group
Connecticut
$252M -$230M -5,273,159 -50%
BlackRock
5
BlackRock
New York
$240M +$213M +4,873,983 +2,963%
Capital Research Global Investors
6
Capital Research Global Investors
California
$148M +$38.3M +877,365 +39%
PIM
7
Perkins Investment Management
Illinois
$131M +$1.88M +43,108 +2%
DCM
8
Discovery Capital Management
Connecticut
$123M +$38.2M +875,888 +51%
TCM
9
TimesSquare Capital Management
New York
$122M +$60.5M +1,385,800 +118%
Victory Capital Management
10
Victory Capital Management
Texas
$103M +$84.1K +1,927 +0.1%
Invesco
11
Invesco
Georgia
$100M -$209K -4,787 -0.2%
SCM
12
Shapiro Capital Management
Georgia
$96.8M -$2.49M -56,975 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$83.1M -$20.8M -476,735 -21%
State Street
14
State Street
Massachusetts
$83M -$6.52M -149,442 -8%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$81.8M -$6.08M -139,256 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.3M -$9.11M -208,612 -13%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$63.8M -$1.63M -37,300 -3%
Artisan Partners
18
Artisan Partners
Wisconsin
$62.8M +$18.1M +414,984 +46%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$61.6M -$38.5M -882,352 -41%
BAM
20
Burgundy Asset Management
Ontario, Canada
$56.4M -$69.4M -1,589,845 -57%
LCM
21
Laurion Capital Management
New York
$54.4M +$49.9M +1,143,149 New
Morgan Stanley
22
Morgan Stanley
New York
$54M -$27.7M -635,282 -36%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$50.6M +$45.8M +1,050,000 +8,750%
ACA
24
Anchor Capital Advisors
Massachusetts
$47.9M -$114K -2,600 -0.3%
SGAM
25
Smith Group Asset Management
Texas
$47.3M -$2.88M -66,000 -6%

BWXT Hedge Fund Activity: Q1 2017 in Review

277 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2017, worth a combined $4.45B — up 19% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BWXT positions and 26 closed out — a net gain of 26 holders — while 76 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $213M. The largest seller was Blue Harbour Group, cutting an estimated $230M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2017, up from 258 in Q4 2016.
  • Funds reported $4.45B of BWX Technologies stock for Q1 2017, up 19% quarter-over-quarter.
  • 52 funds opened new BWX Technologies positions in Q1 2017 and 26 closed out, a net change of +26 holders.
  • The largest BWX Technologies buyer in Q1 2017 was BlackRock, an estimated $213M added.
  • The largest BWX Technologies seller in Q1 2017 was Blue Harbour Group, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2017.