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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
ISL
201
Ingalls & Snyder LLC
New York
$244K -$28.3K -440 -9%
AIM
202
Aigen Investment Management
New York
$234K +$259K +4,023 New
Verition Fund Management
203
Verition Fund Management
Connecticut
$229K -$365K -5,675 -59%
SKK
204
Shepherd Kaplan Krochuk
Massachusetts
$227K
XT
205
XTX Topco
Cayman Islands
$226K +$250K +3,885 New
RJFSA
206
Raymond James Financial Services Advisors
Florida
$215K +$238K +3,700 New
TCM
207
Teza Capital Management
Illinois
$215K +$238K +3,704 New
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$206K
VPIM
209
Vanguard Personalized Indexing Management
California
$206K +$228K +3,540 New
DFCM
210
Dark Forest Capital Management
Puerto Rico
$201K +$223K +3,463 New
Simplex Trading
211
Simplex Trading
Illinois
$172K +$191K +2,969 New
TWM
212
Tradition Wealth Management
Minnesota
$171K +$190K +2,949 New
AII
213
AGF Investments Inc
Ontario, Canada
$169K -$16.2K -252 -8%
PMAM
214
Penn Mutual Asset Management
Pennsylvania
$166K -$36.7K -570 -17%
FMT
215
First Mercantile Trust
Tennessee
$115K -$22.3K -347 -15%
SOW
216
State of Wyoming
Wyoming
$114K +$126K +1,956 New
FF
217
FourThought Financial
Florida
$91K -$4.7K -73 -4%
ZB
218
Zions Bancorporation
Utah
$80K
EAM
219
Exos Asset Management
New York
$80K +$88.3K +1,372 New
VI
220
Vestcor Inc
New Brunswick, Canada
$78K
CFGS
221
Concourse Financial Group Securities
Alabama
$70K +$3.15K +49 +4%
SWM
222
Selective Wealth Management
Virginia
$58K
FPS
223
Fieldpoint Private Securities
Connecticut
$45K -$4.37K -68 -8%
HNB
224
Huntington National Bank
Ohio
$44K
MMG
225
Monetary Management Group
Missouri
$44K

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.