We are live on ! Find out more
BWXT icon

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
AA
201
ALPS Advisors
Colorado
$240K -$26.5K -474 -10%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$236K -$34.9K -624 -13%
RFC
203
Regions Financial Corp
Alabama
$236K +$233K +4,167 New
OAM
204
Oppenheimer Asset Management
New York
$234K -$41K -733 -15%
PCS
205
Personal CFO Solutions
New Jersey
$232K +$229K +4,099 New
BBHC
206
Brown Brothers Harriman & Co
New York
$227K -$4.03K -72 -2%
HSBC Holdings
207
HSBC Holdings
United Kingdom
$208K -$34K -609 -14%
Creative Planning
208
Creative Planning
Kansas
$207K +$204K +3,650 New
SCM
209
Silvant Capital Management
Georgia
$205K
SP
210
Symmetry Partners
Connecticut
$205K +$202K +3,618 New
PAMU
211
Pictet Asset Management (UK)
United Kingdom
$204K +$201K +3,600 New
LPL Financial
212
LPL Financial
California
$201K +$199K +3,557 New
MMG
213
Monetary Management Group
Missouri
$178K +$134K +2,400 +320%
FC
214
FORA Capital
Florida
$171K -$75.8K -1,356 -31%
PCM
215
Prelude Capital Management
New York
$171K +$166K +2,971 +6,063%
HFM
216
Harvest Fund Management
China
$162K +$61.7K +1,104 +62%
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$160K -$64.2K -1,148 -29%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$154K +$1.84K +33 +1%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$132K +$7.83K +140 +6%
AL
220
AJO LP
Pennsylvania
$130K -$743K -13,298 -85%
C
221
Cerebellum
California
$128K +$118K +2,119 New
AIG
222
American International Group
New York
$120K +$6.21K +111 +6%
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$115K +$114K +2,035 New
NIT
224
NumerixS Investment Technologies
British Columbia, Canada
$102K +$101K +1,800 New
DZ Bank
225
DZ Bank
Germany
$85.1K

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.