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BWX Technologies

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $5.18M | Put options by funds: $1.97M

7% more capital invested

Capital invested by funds: $5.22B → $5.61B (+$388M)

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

0% more funds holding

Funds holding: 279280 (+1)

0.27% more ownership

Funds ownership: 97.4%97.67% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$619M -$3.37M -58,506 -0.6%
Capital International Investors
2
Capital International Investors
California
$564M +$111M +1,930,803 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$518M +$7.51M +130,300 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$469M -$15.4M -266,973 -3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$445M -$7.22M -125,360 -2%
BlackRock
6
BlackRock
New York
$308M +$1.37M +23,836 +0.5%
Boston Partners
7
Boston Partners
Massachusetts
$208M +$77.5M +1,345,386 +64%
Capital Research Global Investors
8
Capital Research Global Investors
California
$187M -$69.4M -1,203,924 -28%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$152M -$5.53M -96,025 -4%
Franklin Resources
10
Franklin Resources
California
$133M -$2.17M -37,612 -2%
CB
11
Cooke & Bieler
Pennsylvania
$128M +$17.3M +300,839 +17%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$123M -$26M -450,745 -18%
State Street
13
State Street
Massachusetts
$117M +$5.12M +88,807 +5%
Ameriprise
14
Ameriprise
Minnesota
$96.3M +$5.5M +95,397 +6%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$95.5M +$9.94M +172,555 +12%
ACA
16
Anchor Capital Advisors
Massachusetts
$84.4M -$588K -10,200 -0.7%
Brown Advisory
17
Brown Advisory
Maryland
$72.8M -$18.8M -326,698 -21%
SCM
18
Snyder Capital Management
California
$70.4M +$3.16M +54,774 +5%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.8M -$10.2M -177,091 -13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$64.8M +$3.42M +59,369 +6%
Artisan Partners
21
Artisan Partners
Wisconsin
$51.5M +$1.21M +21,010 +3%
Charles Schwab
22
Charles Schwab
California
$49.1M +$120K +2,078 +0.3%
CCM
23
Copeland Capital Management
Pennsylvania
$44.9M -$1.17M -20,248 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$44.6M +$4.29M +74,394 +11%
Wells Fargo
25
Wells Fargo
California
$40.5M +$5.22M +90,637 +16%

BWXT Hedge Fund Activity: Q4 2020 in Review

280 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2020, worth a combined $5.61B — up 7.4% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BWXT positions and 42 closed out — a net gain of 3 holders — while 87 added to existing stakes and 102 trimmed.

The largest buyer was Capital International Investors, adding an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $69.4M.

  • 280 institutional investors held BWX Technologies (BWXT) as of Q4 2020, up from 279 in Q3 2020.
  • Funds reported $5.61B of BWX Technologies stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 45 funds opened new BWX Technologies positions in Q4 2020 and 42 closed out, a net change of +3 holders.
  • The largest BWX Technologies buyer in Q4 2020 was Capital International Investors, an estimated $111M added.
  • The largest BWX Technologies seller in Q4 2020 was Capital Research Global Investors, an estimated $69.4M sold.

Based on aggregated 13F filings for Q4 2020.