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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
Legal & General Group
76
Legal & General Group
United Kingdom
$3.81M -$116K -1,802 -3%
Barclays
77
Barclays
United Kingdom
$3.66M +$974K +15,149 +32%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.59M +$274K +4,259 +7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.56M +$631K +9,804 +19%
William Blair & Company
80
William Blair & Company
Illinois
$3.5M -$3M -46,673 -44%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$3.35M +$3.71M +57,652 New
KTA
82
Keeley-Teton Advisors
Illinois
$3.33M -$46K -715 -1%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.02M +$3.34M +52,000 New
Natixis Advisors
84
Natixis Advisors
Massachusetts
$2.98M +$31.5K +490 +1%
UBS Group
85
UBS Group
Switzerland
$2.97M -$1.5M -23,315 -31%
BAM
86
Bullseye Asset Management
Colorado
$2.95M
AIM
87
Arcadia Investment Management
Michigan
$2.88M -$161K -2,500 -5%
CI
88
Cambiar Investors
Colorado
$2.82M +$59K +917 +2%
Holocene Advisors
89
Holocene Advisors
New York
$2.81M -$1.82M -28,284 -37%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.81M -$920K -14,305 -23%
AllianceBernstein
91
AllianceBernstein
Tennessee
$2.79M -$137K -2,127 -4%
CIS
92
Capital International Sarl
California
$2.52M +$713K +11,082 +34%
BG
93
Bahl & Gaynor
Ohio
$2.45M -$938K -14,580 -26%
RHJA
94
Rice Hall James & Associates
California
$2.04M -$101K -1,569 -4%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$1.92M -$118K -1,830 -5%
M&T Bank
96
M&T Bank
New York
$1.85M -$37.5K -583 -2%
CA
97
Capitolis Advisors
New York
$1.84M -$1.02M -15,814 -33%
Brown Advisory
98
Brown Advisory
Maryland
$1.77M +$16.1K +250 +0.8%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.77M
S
100
SignatureFD
Georgia
$1.71M

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.