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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
DA
301
Duality Advisers
Florida
-$457K -8,486 Closed
Twin Tree Management
302
Twin Tree Management
Texas
-$385K -7,139 Closed
QT
303
Quantamental Technologies
New York
-$290K -5,387 Closed
TDC
304
Thompson Davis & Co
Virginia
-$242K -4,500 Closed
TCM
305
Teza Capital Management
Illinois
-$240K -4,459 Closed
BAM
306
Blueshift Asset Management
New Jersey
-$224K -4,156 Closed
NICM
307
Neo Ivy Capital Management
New York
-$212K -3,918 Closed
RJFSA
308
Raymond James Financial Services Advisors
Florida
-$207K -3,851 Closed
HighTower Advisors
309
HighTower Advisors
Illinois
-$209K -3,809 Closed
Creative Planning
310
Creative Planning
Kansas
-$200K -3,718 Closed
Comerica Bank
311
Comerica Bank
Texas
-$202K -3,559 Closed
ZB
312
Zions Bancorporation
Utah
-$65K -1,214 Closed
HA
313
Herold Advisors
New York
-$47.7K -885 Closed
Lazard Asset Management
314
Lazard Asset Management
New York
-$38K -706 Closed
ACM
315
Aquatic Capital Management
Illinois
-$38K -700 Closed
CCM
316
Covington Capital Management
California
-$5K -102 Closed
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5K -100 Closed
TFO
318
Tarbox Family Office
California
-$4K -68 Closed
CT
319
Cambridge Trust
Massachusetts
-$3K -59 Closed
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
-$2.78K -52 Closed
CWP
321
Concord Wealth Partners
Virginia
-$1K -23 Closed
CI
322
Cordant Inc
Oregon
-$1K -23 Closed
CAL
323
Capital Advisors Ltd
Ohio
-$1K -13 Closed
MBFW
324
Morton Brown Family Wealth
Pennsylvania
+$52 +1 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.