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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
TCM
26
TimesSquare Capital Management
New York
$37.6M -$22.4M -400,050 -38%
BAMCO Inc
27
BAMCO Inc
New York
$37.5M +$93.1K +1,665 +0.3%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$32.6M -$761K -13,613 -2%
Wells Fargo
29
Wells Fargo
California
$32.4M -$948K -16,959 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$30.3M +$2.49M +44,526 +9%
Northern Trust
31
Northern Trust
Illinois
$28.6M +$1.47M +26,210 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$28.2M +$434K +7,769 +2%
Stifel Financial
33
Stifel Financial
Missouri
$26.8M +$1.07M +19,149 +4%
N
34
Nuveen
North Carolina
$24.1M -$6.03M -107,799 -20%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$23.6M +$2.55M +45,699 +12%
ZIC
36
ZWJ Investment Counsel
Georgia
$23.3M +$1.29M +23,018 +6%
PPA
37
Parametric Portfolio Associates
Washington
$22.8M +$4.04M +72,182 +22%
Bank of America
38
Bank of America
North Carolina
$20.9M -$7.83M -140,074 -28%
MWNA
39
Marshall Wace North America
New York
$18.6M +$3.17M +56,791 +21%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$17.3M +$14.8M +264,423 +649%
Goldman Sachs
41
Goldman Sachs
New York
$15.4M -$12.1M -215,790 -44%
SI
42
Scout Investments
Missouri
$15.2M -$1.26M -22,564 -8%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$14.3M +$2.82M +50,500 +25%
JP Morgan Chase
44
JP Morgan Chase
New York
$14M +$10.3M +184,822 +297%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$14M +$55.4K +991 +0.4%
Citadel Advisors
46
Citadel Advisors
Florida
$13.4M +$5.11M +91,483 +63%
Invesco
47
Invesco
Georgia
$13.2M -$60.9M -1,089,267 -82%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.1M -$7.38K -132 -0.1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$12M +$1.54M +27,600 +15%
MAM
50
Majedie Asset Management
United Kingdom
$11.5M -$1.19M -21,239 -9%

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.