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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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$473K +$75.8K +1,178 +17%
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$468K +$18.3K +284 +4%
LCS
153
Levin Capital Strategies
New York
$465K +$515K +8,000 New
VAS
154
Vestmark Advisory Solutions
Massachusetts
$460K +$9.26K +144 +2%
MGAM
155
McGowan Group Asset Management
Texas
$457K +$16.6K +258 +3%
LPL Financial
156
LPL Financial
California
$454K +$82.7K +1,286 +20%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$448K -$21.4K -333 -4%
Truist Financial
158
Truist Financial
North Carolina
$445K -$1.03K -16 -0.2%
MSRPS
159
Maryland State Retirement & Pension System
Maryland
$440K
NSEDCP
160
NJ State Employees Deferred Compensation Plan
New Jersey
$436K
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$424K +$58.7K +912 +14%
AAM
162
Advisors Asset Management
Colorado
$423K +$127K +1,979 +37%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$416K +$461K +7,163 New
PHK
164
Point72 Hong Kong
Hong Kong
$414K +$458K +7,117 New
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$401K -$3.96M -61,532 -90%
YIH
166
Y-Intercept (HK)
Hong Kong
$396K +$439K +6,822 New
LWAM
167
Legacy Wealth Asset Management
Minnesota
$380K -$72K -1,119 -15%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$379K -$8.36K -130 -2%
GFP
169
Gryphon Financial Partners
Ohio
$379K
Lazard Asset Management
170
Lazard Asset Management
New York
$373K -$2.83K -44 -0.7%
V
171
Veritable
Delaware
$372K +$32K +498 +8%
PAMU
172
Pictet Asset Management (UK)
United Kingdom
$366K -$64.3K -1,000 -14%
CCC
173
Crescent Capital Consulting
Louisiana
$363K
PRC
174
Pearl River Capital
Michigan
$360K +$398K +6,191 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$358K -$22K -342 -5%

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.