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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
Capital International Investors
1
Capital International Investors
California
$618M +$16.9M +262,663 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$570M -$14.7M -227,915 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$500M -$386K -5,996 -0.1%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$427M -$6.82M -106,065 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$419M -$30.1M -467,618 -6%
BlackRock
6
BlackRock
New York
$273M -$25M -388,737 -8%
Boston Partners
7
Boston Partners
Massachusetts
$272M +$27.8M +432,238 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$170M -$436K -6,784 -0.2%
CB
9
Cooke & Bieler
Pennsylvania
$148M -$937K -14,565 -0.6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$145M -$3.2M -49,789 -2%
Franklin Resources
11
Franklin Resources
California
$134M -$49.5K -769 -0%
State Street
12
State Street
Massachusetts
$132M +$18.4M +286,247 +14%
Capital Research Global Investors
13
Capital Research Global Investors
California
$107M -$41.9M -652,091 -26%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99.3M -$2.78M -43,270 -2%
SCM
15
Snyder Capital Management
California
$82.7M -$994K -15,449 -1%
ACA
16
Anchor Capital Advisors
Massachusetts
$80.2M -$445K -6,924 -0.5%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$66.2M -$275K -4,277 -0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$65.6M +$1.26M +19,634 +2%
Charles Schwab
19
Charles Schwab
California
$49.8M +$2.57M +40,004 +5%
CCM
20
Copeland Capital Management
Pennsylvania
$47.7M -$367K -5,699 -0.7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$47.6M +$3.78M +58,746 +8%
SCM
22
Shapiro Capital Management
Georgia
$38M -$296K -4,600 -0.7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$33.1M +$42.8K +665 +0.1%
Wells Fargo
24
Wells Fargo
California
$32.5M -$1.55M -24,053 -4%
Northern Trust
25
Northern Trust
Illinois
$28.9M +$1.04M +16,191 +3%

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.