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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
AAP
251
Arax Advisory Partners
Colorado
$7K +$7.27K +113 New
IA
252
IFP Advisors
Florida
$6K -$32.2K -500 -83%
LC
253
Lindbrook Capital
California
$6K
PC
254
Pier Capital
Connecticut
$6K
ACA
255
Atlas Capital Advisors
Wyoming
$5.81K
BCA
256
Berman Capital Advisors
Georgia
$5K
CFD
257
Creative Financial Designs
Indiana
$5K
EARNEST Partners
258
EARNEST Partners
Georgia
$5K
SL
259
Savior LLC
Massachusetts
$5K
CFA
260
Carroll Financial Associates
North Carolina
$4K -$2.19K -34 -29%
BAM
261
Bellevue Asset Management
Washington
$4K -$515 -8 -11%
AWM
262
AllSquare Wealth Management
New York
$4K
BFEC
263
Benjamin F. Edwards & Company
Missouri
$4K
HPC
264
HM Payson & Co
Maine
$4K
TFO
265
Tarbox Family Office
California
$4K
HR
266
Howe & Rusling
New York
$3K
JWM
267
Janiczek Wealth Management
Colorado
$3K
MHR
268
Matthew Hamilton Rosenberg
$3K
PCG
269
Private Capital Group
Connecticut
$3K
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$2K
NFG
271
Next Financial Group
Texas
$2K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$2K
WPA
273
West Paces Advisors
Georgia
$1.51K +$1.67K +26 New
TPCW
274
TD Private Client Wealth
New York
$1.1K
BWM
275
Baystate Wealth Management
Massachusetts
$1K

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.