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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
FCA
251
FinTrust Capital Advisors
South Carolina
$2K
SFSIG
252
San Francisco Sentry Investment Group
California
$2K
TCOV
253
Trust Company of Vermont
Vermont
$2K
WCG
254
Weaver Consulting Group
California
$2K
LC
255
Lindbrook Capital
California
$2K +$2.35K +47 New
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15K +$1.1K +22 New
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1.15K -23 -72%
BWM
258
Baystate Wealth Management
Massachusetts
$1K
CIAS
259
Capital Investment Advisory Services
North Carolina
$1K
GWS
260
Glassman Wealth Services
Virginia
$1K
CI
261
CX Institutional
Indiana
$1K +$1.15K +23 New
GT
262
Glenmede Trust
Pennsylvania
$396 -$25.5K -510 -6%
NIP
263
Nicholas Investment Partners
California
-$5.56M -112,200 Closed
PI
264
Putnam Investments
Massachusetts
-$5.17M -104,268 Closed
First Trust Advisors
265
First Trust Advisors
Illinois
-$3.72M -75,082 Closed
KC
266
Kepos Capital
New York
-$2.73M -55,000 Closed
GAM
267
Gotham Asset Management
New York
-$2.71M -54,650 Closed
TEE
268
Tibra Equities Europe
United Kingdom
-$2.57M -51,800 Closed
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
-$2.39M -39,200 Closed
Voloridge Investment Management
270
Voloridge Investment Management
Florida
-$1.8M -36,374 Closed
JG
271
Jefferies Group
New York
-$1.23M -24,838 Closed
LSV Asset Management
272
LSV Asset Management
Illinois
-$1.03M -20,728 Closed
State of Wisconsin Investment Board
273
State of Wisconsin Investment Board
Wisconsin
-$847K -17,075 Closed
Cerity Partners
274
Cerity Partners
New York
-$556K -11,211 Closed
CSS
275
Cubist Systematic Strategies
Connecticut
-$521K -10,503 Closed

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.