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BWX Technologies

375 hedge funds and large institutions have $6.62B invested in BWX Technologies in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $7M

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

18% more capital invested

Capital invested by funds: $5.59B → $6.62B (+$1.03B)

8% more funds holding

Funds holding: 346375 (+29)

4.02% more ownership

Funds ownership: 97.21%101.23% (+4%)

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 122

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
375
Holders Change
+29
Holders Change %
+8.38%
% of All Funds
5.89%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.2%
New
69
Increased
125
Reduced
122
Closed
38
Calls
$14.4M
Puts
$7M
Net Calls
+$7.45M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$2.18M +$421K +6,450 +27%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$2.15M -$405K -6,203 -17%
LSA
153
L & S Advisors
California
$2.14M +$443K +6,783 +29%
BF
154
BOK Financial
Oklahoma
$2.08M +$1.89M +29,000 New
SO
155
STRS Ohio
Ohio
$2M +$1.83M +27,974 New
Rafferty Asset Management
156
Rafferty Asset Management
New York
$1.97M -$214K -3,279 -11%
HSA
157
Hussman Strategic Advisors
Maryland
$1.96M -$810K -12,400 -31%
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$1.91M +$1.74M +26,700 New
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$1.89M +$1.72M +26,400 New
NGA
160
Naples Global Advisors
Florida
$1.89M -$71.9K -1,100 -4%
ASRS
161
Arizona State Retirement System
Arizona
$1.84M -$48.9K -749 -3%
GT
162
Glenmede Trust
Pennsylvania
$1.82M
Two Sigma Investments
163
Two Sigma Investments
New York
$1.77M -$8.01M -122,564 -83%
BCM
164
Barometer Capital Management
Ontario, Canada
$1.73M +$1.58M +24,110 New
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$1.69M +$1.54M +23,604 New
BG
166
Bahl & Gaynor
Ohio
$1.67M +$14K +215 +0.9%
AIP
167
Ameritas Investment Partners
Nebraska
$1.63M +$1.49M +22,837 New
SOMRS
168
State of Michigan Retirement System
Michigan
$1.61M +$1.47M +22,500 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$1.56M -$443K -6,778 -24%
AC
170
Aristides Capital
Kentucky
$1.5M
S
171
SignatureFD
Georgia
$1.49M -$719 -11 -0.1%
Osaic Holdings
172
Osaic Holdings
Arizona
$1.48M -$43.8K -670 -3%
Prudential Financial
173
Prudential Financial
New Jersey
$1.46M +$899K +13,764 +209%
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$1.45M +$1.33M +20,322 New
GAM
175
Gotham Asset Management
New York
$1.45M +$359K +5,501 +37%

BWXT Hedge Fund Activity: Q2 2023 in Review

375 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2023, worth a combined $6.62B — up 18% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BWXT positions and 38 closed out — a net gain of 31 holders — while 125 added to existing stakes and 122 trimmed.

The largest buyer was BlackRock, adding an estimated $262M. The largest seller was Capital Research Global Investors, cutting an estimated $64.2M.

  • 375 institutional investors held BWX Technologies (BWXT) as of Q2 2023, up from 346 in Q1 2023.
  • Funds reported $6.62B of BWX Technologies stock for Q2 2023, up 18% quarter-over-quarter.
  • 69 funds opened new BWX Technologies positions in Q2 2023 and 38 closed out, a net change of +31 holders.
  • The largest BWX Technologies buyer in Q2 2023 was BlackRock, an estimated $262M added.
  • The largest BWX Technologies seller in Q2 2023 was Capital Research Global Investors, an estimated $64.2M sold.

Based on aggregated 13F filings for Q2 2023.