We are live on ! Find out more
BWXT icon

BWX Technologies

301 hedge funds and large institutions have $5.69B invested in BWX Technologies in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $992K

128% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 25

11% more funds holding

Funds holding: 272301 (+29)

7% more capital invested

Capital invested by funds: $5.32B → $5.69B (+$372M)

0.91% less ownership

Funds ownership: 95.59%94.68% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 108

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+29
Holders Change %
+10.66%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
57
Increased
95
Reduced
108
Closed
25
Calls
$4.11M
Puts
$992K
Net Calls
+$3.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$738M +$36.6M +607,218 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$514M +$22.6M +375,074 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$358M +$152M +2,524,009 +74%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$346M -$40M -664,000 -10%
BlackRock
5
BlackRock
New York
$344M +$7.19M +119,240 +2%
Artisan Partners
6
Artisan Partners
Wisconsin
$260M -$19.2M -318,221 -7%
Brown Advisory
7
Brown Advisory
Maryland
$216M +$85.1M +1,410,915 +65%
Wells Fargo
8
Wells Fargo
California
$179M -$12.4M -204,971 -6%
TCM
9
TimesSquare Capital Management
New York
$142M -$15.5M -256,900 -10%
SCM
10
Shapiro Capital Management
Georgia
$117M -$1.7M -28,250 -1%
Invesco
11
Invesco
Georgia
$115M -$15M -248,139 -12%
State Street
12
State Street
Massachusetts
$113M -$1.32M -21,944 -1%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$107M -$20.5M -340,008 -16%
Franklin Resources
14
Franklin Resources
California
$95.2M +$29.9M +496,545 +46%
Alkeon Capital Management
15
Alkeon Capital Management
New York
$81.8M -$141K -2,344 -0.2%
CC
16
Carlson Capital
Texas
$72.1M +$9.32M +154,518 +15%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$61.1M +$517K +8,573 +0.9%
HA
18
Homestead Advisers
Virginia
$59.2M
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$57.8M -$7.75M -128,428 -12%
ACA
20
Anchor Capital Advisors
Massachusetts
$55.5M -$1.04M -17,246 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$55M -$8.33M -138,154 -13%
O
22
OppenheimerFunds
New York
$52.2M +$1.7M +28,174 +3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$50.8M -$5.01M -83,009 -9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$49.1M -$2.15M -35,685 -4%
Victory Capital Management
25
Victory Capital Management
Texas
$47.8M -$51.1M -846,822 -52%

BWXT Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2017, worth a combined $5.69B — up 7% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BWXT positions and 25 closed out — a net gain of 32 holders — while 95 added to existing stakes and 108 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $152M. The largest seller was Victory Capital Management, cutting an estimated $51.1M.

  • 301 institutional investors held BWX Technologies (BWXT) as of Q4 2017, up from 272 in Q3 2017.
  • Funds reported $5.69B of BWX Technologies stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new BWX Technologies positions in Q4 2017 and 25 closed out, a net change of +32 holders.
  • The largest BWX Technologies buyer in Q4 2017 was Capital Research Global Investors, an estimated $152M added.
  • The largest BWX Technologies seller in Q4 2017 was Victory Capital Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2017.