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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
PCM
76
Penn Capital Management
Pennsylvania
$4.99M -$39.5K -707 -0.8%
ERSOT
77
Employees Retirement System of Texas
Texas
$4.93M
SLG
78
Stanley-Laman Group
Pennsylvania
$4.87M +$35.7K +639 +0.7%
CSS
79
Cubist Systematic Strategies
Connecticut
$4.83M -$1.15M -20,530 -19%
EA
80
Emerald Advisers
Pennsylvania
$4.72M +$4.42M +79,078 +1,824%
Legal & General Group
81
Legal & General Group
United Kingdom
$4.7M +$470K +8,405 +11%
Victory Capital Management
82
Victory Capital Management
Texas
$4.33M -$4.78M -85,494 -53%
ZIM
83
Zacks Investment Management
Illinois
$4.26M +$2.94M +52,566 +232%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$4.25M -$129K -2,313 -3%
CS
85
Credit Suisse
Switzerland
$3.98M +$1.13M +20,227 +40%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$3.92M +$3.87M +69,218 New
Marshall Wace
87
Marshall Wace
United Kingdom
$3.87M -$8.42M -150,623 -69%
KTA
88
Keeley-Teton Advisors
Illinois
$3.84M -$325K -5,808 -8%
AA
89
Ancora Advisors
Ohio
$3.8M -$2.26M -40,476 -38%
MPM
90
Mountaineer Partners Management
New York
$3.72M -$3.99M -71,300 -52%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.72M +$3.18M +56,847 +647%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.48M -$91.3K -1,634 -3%
SEI Investments
93
SEI Investments
Pennsylvania
$3.45M -$871K -15,587 -20%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$3.3M +$692K +12,380 +27%
UBS Group
95
UBS Group
Switzerland
$3.22M +$355K +6,342 +13%
BG
96
Bahl & Gaynor
Ohio
$3.17M -$62.9K -1,126 -2%
AIM
97
Arcadia Investment Management
Michigan
$3.09M +$3.05M +54,492 New
AG
98
Aperio Group
California
$3.07M -$108K -1,928 -3%
Rafferty Asset Management
99
Rafferty Asset Management
New York
$2.99M +$2.33M +41,615 +373%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$2.96M +$369K +6,601 +14%

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.