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BWX Technologies

277 hedge funds and large institutions have $6.1B invested in BWX Technologies in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 101 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $3.17M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more capital invested

Capital invested by funds: $5.61B → $6.1B (+$493M)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0.36% less ownership

Funds ownership: 97.67%97.31% (-0.36%)

1% less funds holding

Funds holding: 280277 (-3)

13% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 101

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
88
Reduced
101
Closed
44
Calls
$4.48M
Puts
$3.17M
Net Calls
+$1.31M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$684M +$61M +1,017,860 +11%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$662M -$13.7M -228,134 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$568M +$591K +9,865 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$506M -$6.51M -108,701 -1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$492M +$4.47M +74,584 +1%
BlackRock
6
BlackRock
New York
$336M -$1.19M -19,836 -0.4%
Boston Partners
7
Boston Partners
Massachusetts
$280M +$48.2M +804,722 +23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$194M +$53.9M +899,996 +44%
CB
9
Cooke & Bieler
Pennsylvania
$169M +$26.3M +438,648 +21%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$167M +$601K +10,031 +0.4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$165M -$36.2M -604,648 -19%
Franklin Resources
12
Franklin Resources
California
$152M +$5.36M +89,389 +4%
State Street
13
State Street
Massachusetts
$131M +$1.86M +31,115 +2%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$116M +$10M +167,081 +11%
SCM
15
Snyder Capital Management
California
$94.9M +$16.2M +270,163 +23%
ACA
16
Anchor Capital Advisors
Massachusetts
$91.4M -$830K -13,850 -1%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.3M -$914K -15,256 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$73.1M +$2M +33,343 +3%
Ameriprise
19
Ameriprise
Minnesota
$68M -$33.9M -566,392 -35%
CCM
20
Copeland Capital Management
Pennsylvania
$54.5M +$4.93M +82,367 +11%
Charles Schwab
21
Charles Schwab
California
$53.8M +$67.9K +1,134 +0.1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$50.1M +$1.22M +20,302 +3%
SCM
23
Shapiro Capital Management
Georgia
$43.4M +$312K +5,200 +0.8%
Wells Fargo
24
Wells Fargo
California
$38.5M -$5.29M -88,243 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$37.5M -$2.68M -44,778 -7%

BWXT Hedge Fund Activity: Q1 2021 in Review

277 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2021, worth a combined $6.1B — up 8.8% from $5.61B a quarter earlier.

Fund positioning in BWXT was balanced in Q1 2021: 44 funds opened new positions, 44 closed out, 88 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $61M. The largest seller was Brown Advisory, cutting an estimated $70.6M.

  • 277 institutional investors held BWX Technologies (BWXT) as of Q1 2021, down from 280 in Q4 2020.
  • Funds reported $6.1B of BWX Technologies stock for Q1 2021, up 8.8% quarter-over-quarter.
  • 44 funds opened new BWX Technologies positions in Q1 2021 and 44 closed out, a net change of 0 holders.
  • The largest BWX Technologies buyer in Q1 2021 was Capital International Investors, an estimated $61M added.
  • The largest BWX Technologies seller in Q1 2021 was Brown Advisory, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2021.