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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
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
SB
277
Strategic Blueprint
Georgia
$1K +$708 +11 New
JFA
278
JNBA Financial Advisors
Minnesota
$1K +$772 +12 New
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$434
BBHC
280
Brown Brothers Harriman & Co
New York
$233
AIG
281
American International Group
New York
$105 +$1.8K +28 +2%
EIP
282
Epoch Investment Partners
New York
-$9.45M -143,255 Closed
BGIM
283
Brandywine Global Investment Management
Pennsylvania
-$3.27M -49,604 Closed
4WM
284
44 Wealth Management
Oregon
-$1.99M -30,207 Closed
AG
285
Algert Global
California
-$1.53M -23,230 Closed
Capital Fund Management (CFM)
286
Capital Fund Management (CFM)
France
-$1.04M -15,835 Closed
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
-$751K -11,670 Closed
FQ
288
First Quadrant
California
-$553K -8,387 Closed
MAM
289
Morse Asset Management
Connecticut
-$528K -8,000 Closed
Creative Planning
290
Creative Planning
Kansas
-$502K -7,608 Closed
WCM
291
Weld Capital Management
New York
-$464K -7,042 Closed
PI
292
PEAK6 Investments
Illinois
-$414K -6,274 Closed
QIM
293
Quantitative Investment Management
Virginia
-$410K -6,220 Closed
SM
294
Sciencast Management
New Jersey
-$414K -6,148 Closed
HSBC Holdings
295
HSBC Holdings
United Kingdom
-$400K -6,023 Closed
Wolverine Trading
296
Wolverine Trading
Illinois
-$248K -3,765 Closed
RFC
297
Regions Financial Corp
Alabama
-$234K -3,554 Closed
IRF
298
IBM Retirement Fund
New York
-$214K -3,242 Closed
HKAM
299
Horizon Kinetics Asset Management
New York
-$209K -3,163 Closed
N
300
Natixis
France
-$204K -3,100 Closed

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.