We are live on ! Find out more
BWXT icon

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
PAM
176
Panagora Asset Management
Massachusetts
$354K
Squarepoint
177
Squarepoint
New York
$354K +$392K +6,092 New
Canada Life
178
Canada Life
Manitoba, Canada
$348K -$66.4K -1,032 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
179
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$341K +$378K +5,869 New
P
180
Pitcairn
Pennsylvania
$336K -$17.4K -271 -4%
Comerica Bank
181
Comerica Bank
Texas
$334K -$30.4K -472 -7%
AAS
182
Avantax Advisory Services
Texas
$332K +$71.1K +1,106 +24%
CS
183
Cannell & Spears
New York
$328K
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$323K +$357K +5,556 New
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$316K +$20.3K +316 +6%
US Bancorp
186
US Bancorp
Minnesota
$315K -$170K -2,644 -33%
GT
187
Glenmede Trust
Pennsylvania
$315K -$3.35K -52 -0.9%
AA
188
ALPS Advisors
Colorado
$310K
CC
189
Centiva Capital
New York
$294K +$325K +5,058 New
CAM
190
Cresset Asset Management
Illinois
$291K -$17.4K -270 -5%
WJWM
191
Williams Jones Wealth Management
New York
$291K
FA
192
FDx Advisors
Illinois
$291K +$322K +5,004 New
PP
193
Paloma Partners
Connecticut
$289K +$320K +4,972 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$277K +$2.38K +37 +0.8%
AC
195
Avestar Capital
New York
$272K +$301K +4,685 New
PCS
196
Personal CFO Solutions
New Jersey
$261K +$2.38K +37 +0.8%
HighTower Advisors
197
HighTower Advisors
Illinois
$261K +$7.4K +115 +3%
MML Investors Services
198
MML Investors Services
Massachusetts
$258K +$12.6K +196 +5%
SGI
199
Summit Global Investments
Utah
$256K +$6.43K +100 +2%
HW
200
Hancock Whitney
Mississippi
$250K -$31.4K -488 -10%

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.