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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
Cerity Partners
101
Cerity Partners
New York
$1.67M -$12.8K -199 -0.7%
KCM
102
Kornitzer Capital Management
Kansas
$1.61M
Victory Capital Management
103
Victory Capital Management
Texas
$1.6M -$2.54M -39,416 -59%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.56M +$77.3K +1,201 +5%
ASRS
105
Arizona State Retirement System
Arizona
$1.5M -$124K -1,923 -7%
Prudential Financial
106
Prudential Financial
New Jersey
$1.45M -$5.28M -82,011 -77%
HSA
107
Hussman Strategic Advisors
Maryland
$1.35M -$2.1M -32,700 -58%
ECM
108
ExodusPoint Capital Management
New York
$1.32M +$1.46M +22,768 New
AC
109
Aristides Capital
Kentucky
$1.22M
SOADOR
110
State of Alaska Department of Revenue
Alaska
$1.2M +$331K +5,145 +33%
BAM
111
Blueshift Asset Management
New Jersey
$1.13M -$35.4K -551 -3%
WG
112
Winton Group
United Kingdom
$1.1M -$3.47K -54 -0.3%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.06M +$79.4K +1,235 +7%
URS
114
Utah Retirement Systems
Utah
$1.06M +$6.43K +100 +0.6%
AB
115
Amalgamated Bank
New York
$1.06M +$187K +2,914 +19%
PI
116
PineBridge Investments
New York
$996K -$35.1K -546 -3%
TRCT
117
Tower Research Capital (TRC)
New York
$973K +$540K +8,398 +101%
HF
118
HRT Financial
New York
$938K +$1.04M +16,142 New
EGM
119
Engineers Gate Manager
New York
$921K +$1.02M +15,838 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$917K +$838K +13,020 +471%
GC
121
Guggenheim Capital
Illinois
$892K +$19.1K +297 +2%
SI
122
Stephens Inc
Arkansas
$888K +$12.1K +188 +1%
Osaic Holdings
123
Osaic Holdings
Arizona
$875K -$31.6K -491 -3%
VanEck Associates
124
VanEck Associates
New York
$833K +$241K +3,754 +35%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$793K

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.