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BWX Technologies

293 hedge funds and large institutions have $5.27B invested in BWX Technologies in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $4.7B → $5.27B (+$570M)

7% more funds holding

Funds holding: 275293 (+18)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 102

3.46% less ownership

Funds ownership: 101.3%97.84% (-3.5%)

15% less call options, than puts

Call options by funds: $5.34M | Put options by funds: $6.26M

Holders
293
Holders Change
+18
Holders Change %
+6.55%
% of All Funds
6.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
95
Reduced
102
Closed
31
Calls
$5.34M
Puts
$6.26M
Net Calls
-$926K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
226
Neo Ivy Capital Management
New York
$78K +$76.8K +1,373 New
VI
227
Vestcor Inc
New Brunswick, Canada
$76K +$74.7K +1,337 New
Ensign Peak Advisors
228
Ensign Peak Advisors
Utah
$65K -$1.04M -18,609 -94%
WT
229
Washington Trust
Rhode Island
$65K +$64.8K +1,160 New
CFGS
230
Concourse Financial Group Securities
Alabama
$60K +$11.9K +212 +25%
CAN
231
Cetera Advisor Networks
California
$59K +$58.3K +1,042 New
SWM
232
Selective Wealth Management
Virginia
$57K
PAG
233
Private Advisor Group
New Jersey
$52K +$50.9K +911 New
PFO
234
Pathstone Family Office
New Jersey
$51K
AAM
235
Advisors Asset Management
Colorado
$45K +$44.3K +793 New
HNB
236
Huntington National Bank
Ohio
$42K
PO
237
Private Ocean
California
$42K
Fidelity International
238
Fidelity International
Bermuda
$38K +$37.1K +663 New
IA
239
IFP Advisors
Florida
$34K
PHK
240
Point72 Hong Kong
Hong Kong
$31K -$21.1K -378 -41%
RTC
241
Riverview Trust Company
Washington
$31K
SFS
242
Sowell Financial Services
Arkansas
$30K -$38.9K -695 -56%
APA
243
American Portfolios Advisors
New York
$28.1K -$14.1K -253 -34%
ClearBridge Investments
244
ClearBridge Investments
New York
$28K
VFA
245
Valeo Financial Advisors
Indiana
$28K +$6.32K +113 +30%
VCM
246
Versant Capital Management
Arizona
$26K +$391 +7 +2%
QCG
247
Quadrant Capital Group
Ohio
$21K -$224 -4 -1%
AIL
248
AGF Investments LLC
Ontario, Canada
$21K +$20.3K +363 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$20K
PA
250
Parallel Advisors
California
$18K +$4.75K +85 +36%

BWXT Hedge Fund Activity: Q2 2020 in Review

293 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2020, worth a combined $5.27B — up 12% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BWXT positions and 31 closed out — a net gain of 18 holders — while 95 added to existing stakes and 102 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40M. The largest seller was T. Rowe Price Associates, cutting an estimated $154M.

  • 293 institutional investors held BWX Technologies (BWXT) as of Q2 2020, up from 275 in Q1 2020.
  • Funds reported $5.27B of BWX Technologies stock for Q2 2020, up 12% quarter-over-quarter.
  • 49 funds opened new BWX Technologies positions in Q2 2020 and 31 closed out, a net change of +18 holders.
  • The largest BWX Technologies buyer in Q2 2020 was Wellington Management Group, an estimated $40M added.
  • The largest BWX Technologies seller in Q2 2020 was T. Rowe Price Associates, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2020.