We are live on ! Find out more
BWXT icon

BWX Technologies

279 hedge funds and large institutions have $5.22B invested in BWX Technologies in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 107 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $2.82M

0.44% less ownership

Funds ownership: 97.84%97.4% (-0.44%)

1% less capital invested

Capital invested by funds: $5.27B → $5.22B (-$46.8M)

5% less funds holding

Funds holding: 293279 (-14)

19% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 107

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 49

Holders
279
Holders Change
-14
Holders Change %
-4.78%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
37
Increased
87
Reduced
107
Closed
49
Calls
$4.49M
Puts
$2.82M
Net Calls
+$1.67M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$582M +$14.1M +250,842 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$477M -$22.1M -393,324 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$454M +$28.6M +509,550 +7%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$423M -$5.04M -89,914 -1%
Capital International Investors
5
Capital International Investors
California
$418M +$64.1M +1,142,342 +18%
BlackRock
6
BlackRock
New York
$287M -$25.7M -458,702 -8%
Capital Research Global Investors
7
Capital Research Global Investors
California
$243M -$29.8M -530,500 -11%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$148M -$14.5M -257,805 -9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$140M -$24.3M -433,924 -15%
Franklin Resources
10
Franklin Resources
California
$127M +$994K +17,721 +0.8%
Boston Partners
11
Boston Partners
Massachusetts
$118M +$118M +2,098,978 New
State Street
12
State Street
Massachusetts
$105M -$13.7M -244,872 -12%
CB
13
Cooke & Bieler
Pennsylvania
$102M +$11.4M +202,774 +13%
Brown Advisory
14
Brown Advisory
Maryland
$86.4M -$338K -6,024 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$84.6M -$6.09M -108,571 -7%
CCMLC
16
Cardinal Capital Management LLC (Connecticut)
Connecticut
$79.5M +$9.06M +161,593 +13%
ACA
17
Anchor Capital Advisors
Massachusetts
$79.4M +$205K +3,647 +0.3%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.2M -$5.18M -92,377 -6%
SCM
19
Snyder Capital Management
California
$62.7M -$86.8K -1,548 -0.1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$57.2M -$2.2M -39,223 -4%
Artisan Partners
21
Artisan Partners
Wisconsin
$46.9M -$2.84M -50,628 -6%
Charles Schwab
22
Charles Schwab
California
$45.8M -$808K -14,401 -2%
CCM
23
Copeland Capital Management
Pennsylvania
$43.1M +$4.98M +88,829 +13%
SCM
24
Shapiro Capital Management
Georgia
$37.6M -$9.01M -160,730 -19%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$37.5M -$830K -14,800 -2%

BWXT Hedge Fund Activity: Q3 2020 in Review

279 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2020, worth a combined $5.22B — down 0.89% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of BWXT and 37 opened new positions — a net loss of 12 holders — while 107 trimmed existing stakes and 87 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $118M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $57.9M sold.

  • 279 institutional investors held BWX Technologies (BWXT) as of Q3 2020, down from 293 in Q2 2020.
  • Funds reported $5.22B of BWX Technologies stock for Q3 2020, down 0.89% quarter-over-quarter.
  • 37 funds opened new BWX Technologies positions in Q3 2020 and 49 closed out, a net change of -12 holders.
  • The largest BWX Technologies buyer in Q3 2020 was Boston Partners, an estimated $118M added.
  • The largest BWX Technologies seller in Q3 2020 was Frontier Capital Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2020.