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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
NG
276
NWK Group
California
$5K +$4.75K +85 New
AWM
277
AllSquare Wealth Management
New York
$4K
BAM
278
Bellevue Asset Management
Washington
$4K
TFO
279
Tarbox Family Office
California
$4K
BWM
280
Baystate Wealth Management
Massachusetts
$4K +$3.52K +63 +630%
CFD
281
Creative Financial Designs
Indiana
$4K +$4.36K +78 New
TPCW
282
TD Private Client Wealth
New York
$3.57K -$5.03K -90 -59%
PCG
283
Private Capital Group
Connecticut
$3K
SFG
284
Sowa Financial Group
Rhode Island
$3K
MHR
285
Matthew Hamilton Rosenberg
$3K +$2.79K +50 New
FCA
286
FinTrust Capital Advisors
South Carolina
$2K
FCB
287
First Command Bank
Texas
$2K
FCFS
288
First Command Financial Services
Texas
$2K
WCG
289
Weaver Consulting Group
California
$2K
ABC
290
Associated Banc-Corp
Wisconsin
$2K +$1.51K +27 New
CI
291
CX Institutional
Indiana
$2K +$2.46K +44 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$1K +$1.12K +20 New
Balyasny Asset Management
293
Balyasny Asset Management
Illinois
-$8.08M -165,971 Closed
EAM
294
Eagle Asset Management
Florida
-$7.98M -163,769 Closed
AC
295
Armistice Capital
New York
-$4.87M -100,000 Closed
Squarepoint
296
Squarepoint
New York
-$3.01M -61,843 Closed
Jane Street
297
Jane Street
New York
-$1.39M -28,594 Closed
Point72 Asset Management
298
Point72 Asset Management
Connecticut
-$1.34M -27,552 Closed
Connor, Clark & Lunn Investment Management (CC&L)
299
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.33M -27,225 Closed
AACP
300
Advantage Alpha Capital Partners
California
-$1.13M -23,164 Closed

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.