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BWX Technologies

286 hedge funds and large institutions have $5.3B invested in BWX Technologies in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

24% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $2.15M

3% more funds holding

Funds holding: 277286 (+9)

1.49% less ownership

Funds ownership: 97.31%95.82% (-1.5%)

13% less capital invested

Capital invested by funds: $6.1B → $5.3B (-$807M)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
286
Holders Change
+9
Holders Change %
+3.25%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
44
Increased
74
Reduced
103
Closed
35
Calls
$2.66M
Puts
$2.15M
Net Calls
+$507K
Net Calls Change
-$799K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$34K -$123K -1,907 -77%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$32K
RTC
228
Riverview Trust Company
Washington
$32K
VCM
229
Versant Capital Management
Arizona
$27K
QCG
230
Quadrant Capital Group
Ohio
$24K +$643 +10 +2%
ASN
231
Advisory Services Network
Georgia
$23K +$25.2K +392 New
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$20K
KFI
233
Key Financial Inc
Pennsylvania
$20K
AWM
234
Accel Wealth Management
Iowa
$18K
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.6K +289 +1,156%
EVM
236
Eaton Vance Management
Massachusetts
$17K -$6.37K -99 -26%
AF
237
Advisornet Financial
Minnesota
$16K -$2.7K -42 -13%
RFA
238
Reilly Financial Advisors
California
$16K
SPIA
239
Steward Partners Investment Advisory
New York
$15K
PA
240
Parallel Advisors
California
$15K +$2.06K +32 +14%
SCA
241
Stonebridge Capital Advisors
Minnesota
$13K +$6.43K +100 +100%
CMF
242
Counterpoint Mutual Funds
California
$13K +$14.6K +227 New
LSA
243
Leonteq Securities AG
Switzerland
$11.6K +$12.8K +199 New
APA
244
American Portfolios Advisors
New York
$11.3K
BWM
245
BerganKDV Wealth Management
Minnesota
$11K
ST
246
Smithfield Trust
Pennsylvania
$10K
SIM
247
Sonora Investment Management
Arizona
$9K
LWCFA
248
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9.65K +150 New
SWG
249
Summit Wealth Group
Vermont
$8K
AIA
250
Arcadia Investment Advisors
Idaho
$7.09K

BWXT Hedge Fund Activity: Q2 2021 in Review

286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2021, worth a combined $5.3B — down 13% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BWXT positions and 35 closed out — a net gain of 9 holders — while 74 added to existing stakes and 103 trimmed.

The largest buyer was Boston Partners, adding an estimated $27.8M. The largest seller was Ameriprise, cutting an estimated $58.1M.

  • 286 institutional investors held BWX Technologies (BWXT) as of Q2 2021, up from 277 in Q1 2021.
  • Funds reported $5.3B of BWX Technologies stock for Q2 2021, down 13% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q2 2021 and 35 closed out, a net change of +9 holders.
  • The largest BWX Technologies buyer in Q2 2021 was Boston Partners, an estimated $27.8M added.
  • The largest BWX Technologies seller in Q2 2021 was Ameriprise, an estimated $58.1M sold.

Based on aggregated 13F filings for Q2 2021.