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BWX Technologies

347 hedge funds and large institutions have $5.09B invested in BWX Technologies in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $2.82M

135% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

12% more funds holding

Funds holding: 311347 (+36)

10% more capital invested

Capital invested by funds: $4.63B → $5.09B (+$453M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.52% less ownership

Funds ownership: 100.81%97.29% (-3.5%)

Holders
347
Holders Change
+36
Holders Change %
+11.58%
% of All Funds
5.58%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
73
Increased
120
Reduced
103
Closed
31
Calls
$7.38M
Puts
$2.82M
Net Calls
+$4.56M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$486M +$7.71M +134,203 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$395M +$7.73M +134,520 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$363M -$23.2M -404,543 -6%
BlackRock
4
BlackRock
New York
$298M +$17M +295,781 +6%
Boston Partners
5
Boston Partners
Massachusetts
$267M -$65.9M -1,147,309 -20%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$206M -$27.9M -485,269 -12%
Invesco
7
Invesco
Georgia
$180M +$10.2M +176,895 +6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$161M +$1.38M +24,071 +0.9%
SCM
9
Snyder Capital Management
California
$160M +$2.58M +44,959 +2%
State Street
10
State Street
Massachusetts
$140M -$1.89M -32,953 -1%
Franklin Resources
11
Franklin Resources
California
$133M -$295K -5,136 -0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$117M +$4.89M +85,143 +4%
CB
13
Cooke & Bieler
Pennsylvania
$114M -$1.91M -33,260 -2%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$104M -$2.52M -43,805 -2%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$99.8M -$12.5M -218,403 -11%
SCM
16
Shapiro Capital Management
Georgia
$71.5M +$1.89M +32,992 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$70.6M +$3.14M +54,603 +5%
ACA
18
Anchor Capital Advisors
Massachusetts
$63.5M -$943K -16,426 -1%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$63.1M -$92.2M -1,605,061 -60%
Charles Schwab
20
Charles Schwab
California
$61.6M +$963K +16,772 +2%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$59.3M +$628K +10,940 +1%
CCM
22
Copeland Capital Management
Pennsylvania
$57.6M +$7.31M +127,263 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$57.3M -$948K -16,512 -2%
Morgan Stanley
24
Morgan Stanley
New York
$43.9M +$4.03M +70,231 +10%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$41.3M +$27.2M +473,399 +199%

BWXT Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2022, worth a combined $5.09B — up 9.8% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BWXT positions and 31 closed out — a net gain of 42 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was PointState Capital, opening a new position worth an estimated $32.7M. The largest seller was Capital International Investors, cutting an estimated $137M.

  • 347 institutional investors held BWX Technologies (BWXT) as of Q4 2022, up from 311 in Q3 2022.
  • Funds reported $5.09B of BWX Technologies stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 73 funds opened new BWX Technologies positions in Q4 2022 and 31 closed out, a net change of +42 holders.
  • The largest BWX Technologies buyer in Q4 2022 was PointState Capital, an estimated $32.7M added.
  • The largest BWX Technologies seller in Q4 2022 was Capital International Investors, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2022.