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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
CIA
251
CSat Investment Advisory
Michigan
$17K +$1.12K +20 +7%
MAM
252
Meeder Asset Management
Ohio
$16K -$245K -4,374 -93%
RFA
253
Reilly Financial Advisors
California
$16K
AW
254
Alpha Windward
Massachusetts
$16K +$15.3K +274 New
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$14K
PB
256
Pinnacle Bancorp
Nebraska
$14K
FBT
257
First Bank & Trust
South Dakota
$12K -$88.5K -1,583 -88%
SPIA
258
Steward Partners Investment Advisory
New York
$12K
Bessemer Group
259
Bessemer Group
New Jersey
$11K -$5.2K -93 -32%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$11K
ST
261
Smithfield Trust
Pennsylvania
$9K +$9.22K +165 New
OPS
262
Orion Portfolio Solutions
Nebraska
$8K +$1.01K +18 +14%
BWM
263
BerganKDV Wealth Management
Minnesota
$8K +$6.49K +116 +611%
BCA
264
Berman Capital Advisors
Georgia
$7K +$1.96K +35 +33%
AIA
265
Arcadia Investment Advisors
Idaho
$6.91K
LC
266
Lindbrook Capital
California
$6K -$5.65K -101 -49%
EWM
267
Edge Wealth Management
New York
$6K
GWM
268
Geneos Wealth Management
Colorado
$6K
CFA
269
Carroll Financial Associates
North Carolina
$5K
EARNEST Partners
270
EARNEST Partners
Georgia
$5K
JCM
271
Jacobi Capital Management
Pennsylvania
$5K
SL
272
Savior LLC
Massachusetts
$5K
TWA
273
TCI Wealth Advisors
Arizona
$5K
TPWA
274
TRUE Private Wealth Advisors
Oregon
$5K
TL
275
TrueWealth LLC
Georgia
$5K

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.