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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
CCM
26
Copeland Capital Management
Pennsylvania
$47.2M -$209K -4,013 -0.5%
Victory Capital Management
27
Victory Capital Management
Texas
$44.9M +$1.53M +29,509 +4%
Morgan Stanley
28
Morgan Stanley
New York
$35.8M +$18.8M +362,210 +126%
Deutsche Bank
29
Deutsche Bank
Germany
$34.1M +$17.1M +328,322 +113%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$32.3M -$3.87M -74,400 -11%
ZIC
31
ZWJ Investment Counsel
Georgia
$29.2M +$315K +6,064 +1%
Bank of America
32
Bank of America
North Carolina
$28.4M +$718K +13,804 +3%
Millennium Management
33
Millennium Management
New York
$25.6M -$11.9M -228,007 -33%
Northern Trust
34
Northern Trust
Illinois
$22.5M -$1.03M -19,901 -5%
Canada Life
35
Canada Life
Manitoba, Canada
$22.3M +$2.78M +53,464 +15%
SI
36
Scout Investments
Missouri
$21M -$1.27M -24,379 -6%
LI
37
Leeward Investments
Massachusetts
$18.5M +$3.63M +69,812 +26%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$18M -$416K -8,003 -2%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$17.7M +$8.48M +163,000 +103%
Two Sigma Investments
40
Two Sigma Investments
New York
$17.5M +$588K +11,298 +4%
HP
41
Harvey Partners
New York
$17.3M +$5.69M +109,500 +54%
AQR Capital Management
42
AQR Capital Management
Connecticut
$17.1M +$5.6M +107,671 +51%
Wells Fargo
43
Wells Fargo
California
$16.9M -$2.12M -40,851 -12%
HA
44
Heartland Advisors
Wisconsin
$15.4M +$272K +5,226 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$14.6M -$12.4M -238,421 -47%
ClearBridge Investments
46
ClearBridge Investments
New York
$14.3M +$13.5M +259,449 New
PCM
47
Philosophy Capital Management
California
$13.2M +$12.4M +238,710 New
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$12.7M +$676 +13 +0%
BIM
49
Bridges Investment Management
Nebraska
$12.6M +$331K +6,364 +3%
Stifel Financial
50
Stifel Financial
Missouri
$12.4M -$133K -2,553 -1%

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.