We are live on ! Find out more
BWXT icon

BWX Technologies

262 hedge funds and large institutions have $5.33B invested in BWX Technologies in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $620K

7% more capital invested

Capital invested by funds: $4.97B → $5.33B (+$359M)

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

0.96% more ownership

Funds ownership: 106.46%107.42% (+0.96%)

1% less funds holding

Funds holding: 264262 (-2)

26% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
76
Reduced
103
Closed
38
Calls
$2.29M
Puts
$620K
Net Calls
+$1.67M
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$69K -$29K -580 -31%
EP
202
Elkfork Partners
Oregon
$68K +$64.8K +1,298 New
DWM
203
Doyle Wealth Management
Florida
$63K +$59.9K +1,200 New
HNB
204
Huntington National Bank
Ohio
$59K +$18.8K +377 +50%
Victory Capital Management
205
Victory Capital Management
Texas
$56K
TAM
206
Tyers Asset Management
Texas
$49K +$47.1K +944 New
SF
207
Synovus Financial
Georgia
$48K -$599 -12 -1%
PFO
208
Pathstone Family Office
New Jersey
$47K
Simplex Trading
209
Simplex Trading
Illinois
$43K +$41.5K +832 New
CFGS
210
Concourse Financial Group Securities
Alabama
$33K -$4.24K -85 -12%
NIT
211
NumerixS Investment Technologies
British Columbia, Canada
$31K +$30K +600 New
AP
212
Advisors Preferred
Maryland
$30K +$29.1K +582 New
RTC
213
Riverview Trust Company
Washington
$29K
VCM
214
Versant Capital Management
Arizona
$26K -$1.95K -39 -7%
ClearBridge Investments
215
ClearBridge Investments
New York
$26K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$26K +$10.2K +204 +68%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$23K -$33.1K -662 -60%
BCA
218
Berman Capital Advisors
Georgia
$20K -$190K -3,814 -90%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$20K
AssetMark Inc
220
AssetMark Inc
California
$17K
QCG
221
Quadrant Capital Group
Ohio
$16K -$94.5K -1,893 -85%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$15.7K +$50 +1 +0.3%
RFA
223
Reilly Financial Advisors
California
$15K
TL
224
TrueWealth LLC
Georgia
$15K +$9.99K +200 +233%
VFA
225
Valeo Financial Advisors
Indiana
$14K -$1.25K -25 -9%

BWXT Hedge Fund Activity: Q2 2019 in Review

262 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2019, worth a combined $5.33B — up 7.2% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BWXT positions and 38 closed out — a net gain of 2 holders — while 76 added to existing stakes and 103 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $125M. The largest seller was Shapiro Capital Management, cutting an estimated $87.3M.

  • 262 institutional investors held BWX Technologies (BWXT) as of Q2 2019, down from 264 in Q1 2019.
  • Funds reported $5.33B of BWX Technologies stock for Q2 2019, up 7.2% quarter-over-quarter.
  • 40 funds opened new BWX Technologies positions in Q2 2019 and 38 closed out, a net change of +2 holders.
  • The largest BWX Technologies buyer in Q2 2019 was Capital International Investors, an estimated $125M added.
  • The largest BWX Technologies seller in Q2 2019 was Shapiro Capital Management, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2019.