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BWX Technologies

290 hedge funds and large institutions have $6.17B invested in BWX Technologies in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,003% more call options, than puts

Call options by funds: $7.52M | Put options by funds: $682K

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $5.8B → $6.17B (+$371M)

6% more funds holding

Funds holding: 274290 (+16)

7% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 91

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.15% less ownership

Funds ownership: 106.52%104.37% (-2.2%)

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
97
Reduced
91
Closed
27
Calls
$7.52M
Puts
$682K
Net Calls
+$6.84M
Net Calls Change
+$232K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$943M -$68.6M -1,155,236 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$544M +$3.15M +52,971 +0.6%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$457M +$12.5M +210,634 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$424M +$911K +15,335 +0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$382M +$16.5M +277,412 +5%
BlackRock
6
BlackRock
New York
$352M -$99.9K -1,681 -0%
Brown Advisory
7
Brown Advisory
Maryland
$338M -$34.9M -587,749 -10%
Capital International Investors
8
Capital International Investors
California
$270M +$42.4M +714,100 +20%
Franklin Resources
9
Franklin Resources
California
$198M -$19.1M -320,668 -9%
State Street
10
State Street
Massachusetts
$149M -$2.95M -49,709 -2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$115M -$407K -6,845 -0.4%
CB
12
Cooke & Bieler
Pennsylvania
$108M +$74.3M +1,250,168 +252%
TCM
13
TimesSquare Capital Management
New York
$106M -$21.8M -366,350 -18%
Invesco
14
Invesco
Georgia
$101M -$4.73M -79,560 -5%
FCM
15
Frontier Capital Management
Massachusetts
$86.2M -$889K -14,962 -1%
ACA
16
Anchor Capital Advisors
Massachusetts
$78M +$31.7M +533,399 +74%
Wells Fargo
17
Wells Fargo
California
$72.1M +$8.13M +136,821 +13%
Artisan Partners
18
Artisan Partners
Wisconsin
$69.3M -$1.69M -28,454 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$68.4M +$19.4M +326,306 +42%
SCM
20
Snyder Capital Management
California
$62.8M +$6.6M +111,103 +12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$62.4M +$2.65M +44,567 +5%
Ameriprise
22
Ameriprise
Minnesota
$58.1M +$1.44M +24,201 +3%
SCM
23
Shapiro Capital Management
Georgia
$51.8M -$20M -337,300 -29%
Charles Schwab
24
Charles Schwab
California
$50.7M +$127K +2,141 +0.3%
CCM
25
Copeland Capital Management
Pennsylvania
$46.2M +$3.5M +58,968 +9%

BWXT Hedge Fund Activity: Q4 2019 in Review

290 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2019, worth a combined $6.17B — up 6.4% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BWXT positions and 27 closed out — a net gain of 23 holders — while 97 added to existing stakes and 91 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $74.3M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $76.2M.

  • 290 institutional investors held BWX Technologies (BWXT) as of Q4 2019, up from 274 in Q3 2019.
  • Funds reported $6.17B of BWX Technologies stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 50 funds opened new BWX Technologies positions in Q4 2019 and 27 closed out, a net change of +23 holders.
  • The largest BWX Technologies buyer in Q4 2019 was Cooke & Bieler, an estimated $74.3M added.
  • The largest BWX Technologies seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2019.