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BWX Technologies

290 hedge funds and large institutions have $4.99B invested in BWX Technologies in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

252% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $1.91M

2.02% more ownership

Funds ownership: 97.39%99.41% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $4.99B (+$205M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

1% less funds holding

Funds holding: 293290 (-3)

Holders
290
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.12%
New
37
Increased
103
Reduced
102
Closed
36
Calls
$6.7M
Puts
$1.91M
Net Calls
+$4.8M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
251
Quent Capital
New York
$7K
WTA
252
Washington Trust Advisors
Massachusetts
$7K
JWA
253
JFS Wealth Advisors
Pennsylvania
$7K +$1.35K +26 +27%
AIA
254
Arcadia Investment Advisors
Idaho
$6.72K
LC
255
Lindbrook Capital
California
$6K
NIC
256
Northwest Investment Counselors
Oregon
$6K
AAP
257
Arax Advisory Partners
Colorado
$6K +$52 +1 +0.9%
BIA
258
Bell Investment Advisors
California
$6K +$5.25K +101 New
ACA
259
Atlas Capital Advisors
Wyoming
$5.51K
BAM
260
Bellevue Asset Management
Washington
$5K
EARNEST Partners
261
EARNEST Partners
Georgia
$5K
ZIG
262
Zullo Investment Group
Pennsylvania
$5K
AWM
263
AllSquare Wealth Management
New York
$4K
BFEC
264
Benjamin F. Edwards & Company
Missouri
$4K
SBL
265
Sargent Bickham Lagudis
Colorado
$4K +$3.48K +67 New
CG
266
Cutler Group
California
$4K +$4.47K +86 New
Loomis, Sayles & Company
267
Loomis, Sayles & Company
Massachusetts
$3K
MHR
268
Matthew Hamilton Rosenberg
$3K
PCG
269
Private Capital Group
Connecticut
$3K
HR
270
Howe & Rusling
New York
$2K -$520 -10 -22%
CTC
271
Central Trust Company
Missouri
$2K
UB
272
UMB Bank
Missouri
$2K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$2K +$884 +17 +68%
SC
274
Schubert & Co
Texas
$2K +$1.66K +32 +267%
HCP
275
Hexagon Capital Partners
Arkansas
$2K +$1.72K +33 New

BWXT Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2022, worth a combined $4.99B — up 4.3% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BWXT positions and 36 closed out — a net gain of 1 holder — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Invesco, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.3M.

  • 290 institutional investors held BWX Technologies (BWXT) as of Q2 2022, down from 293 in Q1 2022.
  • Funds reported $4.99B of BWX Technologies stock for Q2 2022, up 4.3% quarter-over-quarter.
  • 37 funds opened new BWX Technologies positions in Q2 2022 and 36 closed out, a net change of +1 holder.
  • The largest BWX Technologies buyer in Q2 2022 was Invesco, an estimated $116M added.
  • The largest BWX Technologies seller in Q2 2022 was T. Rowe Price Associates, an estimated $49.3M sold.

Based on aggregated 13F filings for Q2 2022.