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BWX Technologies

262 hedge funds and large institutions have $5.33B invested in BWX Technologies in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $620K

7% more capital invested

Capital invested by funds: $4.97B → $5.33B (+$359M)

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

0.96% more ownership

Funds ownership: 106.46%107.42% (+0.96%)

1% less funds holding

Funds holding: 264262 (-2)

26% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
76
Reduced
103
Closed
38
Calls
$2.29M
Puts
$620K
Net Calls
+$1.67M
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
PB
226
Pinnacle Bancorp
Nebraska
$13K +$5.04K +101 +71%
FPS
227
Fieldpoint Private Securities
Connecticut
$13K +$12.9K +258 New
CFA
228
Carroll Financial Associates
North Carolina
$12K
BFEC
229
Benjamin F. Edwards & Company
Missouri
$11K -$19.4K -388 -65%
SPIA
230
Steward Partners Investment Advisory
New York
$11K +$10.6K +212 New
PCG
231
Private Capital Group
Connecticut
$10K
NCM
232
Next Capital Management
New York
$9K +$8.59K +172 New
CIA
233
CSat Investment Advisory
Michigan
$9K +$8.64K +173 New
AIA
234
Arcadia Investment Advisors
Idaho
$8.28K
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$8K -$7.14K -143 -49%
PA
236
Parallel Advisors
California
$8K +$8.09K +162 New
PCP
237
Proficio Capital Partners
Massachusetts
$6K +$1.25K +25 +30%
TWA
238
TCI Wealth Advisors
Arizona
$5K -$350 -7 -7%
EARNEST Partners
239
EARNEST Partners
Georgia
$5K
EWM
240
Edge Wealth Management
New York
$5K
TPWA
241
TRUE Private Wealth Advisors
Oregon
$5K +$4.89K +98 New
AWM
242
AllSquare Wealth Management
New York
$4K
JCM
243
Jacobi Capital Management
Pennsylvania
$4K
MIM
244
Macroview Investment Management
Maryland
$4K
TA
245
TCG Advisors
Texas
$4K
ASN
246
Advisory Services Network
Georgia
$4K +$649 +13 +21%
TFO
247
Tarbox Family Office
California
$4K +$1.6K +32 +89%
CA
248
Centerpoint Advisors
Massachusetts
$3K
HGWM
249
Harvest Group Wealth Management
Massachusetts
$3K
MAM
250
Meeder Asset Management
Ohio
$3K +$2.95K +59 New

BWXT Hedge Fund Activity: Q2 2019 in Review

262 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2019, worth a combined $5.33B — up 7.2% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BWXT positions and 38 closed out — a net gain of 2 holders — while 76 added to existing stakes and 103 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $125M. The largest seller was Shapiro Capital Management, cutting an estimated $87.3M.

  • 262 institutional investors held BWX Technologies (BWXT) as of Q2 2019, down from 264 in Q1 2019.
  • Funds reported $5.33B of BWX Technologies stock for Q2 2019, up 7.2% quarter-over-quarter.
  • 40 funds opened new BWX Technologies positions in Q2 2019 and 38 closed out, a net change of +2 holders.
  • The largest BWX Technologies buyer in Q2 2019 was Capital International Investors, an estimated $125M added.
  • The largest BWX Technologies seller in Q2 2019 was Shapiro Capital Management, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2019.