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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
HW
126
Hancock Whitney
Mississippi
$1.27M +$1M +17,914 +397%
ASRS
127
Arizona State Retirement System
Arizona
$1.22M -$50.3K -900 -4%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.2M +$258K +4,614 +28%
AIM
129
Aigen Investment Management
New York
$1.15M +$825K +14,765 +270%
Osaic Holdings
130
Osaic Holdings
Arizona
$1.06M +$255K +4,556 +32%
URS
131
Utah Retirement Systems
Utah
$1.03M +$5.59K +100 +0.6%
AB
132
Amalgamated Bank
New York
$957K -$388K -6,933 -29%
SM
133
Sciencast Management
New Jersey
$917K +$1.03M +18,364 New
TC
134
TwinBeech Capital
New York
$896K +$884K +15,818 New
HA
135
Homestead Advisers
Virginia
$883K -$1.25M -22,400 -59%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$866K
SI
137
Stephens Inc
Arkansas
$863K -$3.02K -54 -0.4%
LCM
138
Laurion Capital Management
New York
$840K +$829K +14,830 New
US Bancorp
139
US Bancorp
Minnesota
$828K -$98.7K -1,765 -11%
ECM
140
ETrade Capital Management
Virginia
$810K +$305K +5,454 +62%
AQR Capital Management
141
AQR Capital Management
Connecticut
$772K -$262K -4,682 -25%
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$756K
SF
143
Synovus Financial
Georgia
$745K +$363K +6,489 +97%
OSIA
144
O'Shares Investment Advisers
Massachusetts
$738K +$728K +13,027 New
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$709K -$21.2K -380 -3%
Principal Financial Group
146
Principal Financial Group
Iowa
$675K -$65.7K -1,176 -9%
Truist Financial
147
Truist Financial
North Carolina
$659K -$108K -1,933 -14%
FQ
148
First Quadrant
California
$634K +$88.8K +1,588 +17%
CC
149
Cipher Capital
New York
$615K +$607K +10,850 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$609K +$139K +2,480 +30%

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.