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BWX Technologies

293 hedge funds and large institutions have $4.79B invested in BWX Technologies in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $5.68M

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

29% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $4.25B → $4.79B (+$535M)

5% more funds holding

Funds holding: 280293 (+13)

1.02% more ownership

Funds ownership: 96.37%97.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
293
Holders Change
+13
Holders Change %
+4.64%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
59
Increased
108
Reduced
84
Closed
42
Calls
$9.32M
Puts
$5.68M
Net Calls
+$3.65M
Net Calls Change
+$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$469M -$4.36M -88,677 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$442M -$3.76M -76,483 -0.9%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$352M -$20.6M -419,051 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$306M +$10.7M +217,425 +4%
Boston Partners
5
Boston Partners
Massachusetts
$299M +$11.6M +236,090 +4%
BlackRock
6
BlackRock
New York
$263M -$78.5K -1,596 -0%
State Street
7
State Street
Massachusetts
$142M +$13.8M +281,441 +12%
Capital Research Global Investors
8
Capital Research Global Investors
California
$142M +$10.4M +211,329 +9%
CB
9
Cooke & Bieler
Pennsylvania
$134M -$26.9M -547,326 -18%
Capital International Investors
10
Capital International Investors
California
$131M -$80.1M -1,629,012 -40%
Franklin Resources
11
Franklin Resources
California
$125M +$111K +2,249 +0.1%
SCM
12
Snyder Capital Management
California
$122M +$9.58M +194,666 +9%
SCM
13
Shapiro Capital Management
Georgia
$105M -$18.6M -377,986 -16%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M -$1.15M -23,304 -1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$99.6M -$35.1M -713,532 -28%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$97.7M -$3.76M -76,434 -4%
CCMLC
17
Cardinal Capital Management LLC (Connecticut)
Connecticut
$86.2M -$2.6M -52,794 -3%
ACA
18
Anchor Capital Advisors
Massachusetts
$65.5M -$9.41M -191,394 -14%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$62.6M +$2.08M +42,326 +4%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$56.1M +$11M +223,739 +27%
Charles Schwab
21
Charles Schwab
California
$52.2M +$2.73M +55,596 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$48.6M +$17.7M +360,064 +66%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$48.3M +$1.85M +37,558 +4%
CCM
24
Copeland Capital Management
Pennsylvania
$46.4M +$890K +18,092 +2%
HRCM
25
Hawk Ridge Capital Management
California
$42.9M +$25.1M +510,312 +178%

BWXT Hedge Fund Activity: Q1 2022 in Review

293 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2022, worth a combined $4.79B — up 13% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BWXT positions and 42 closed out — a net gain of 17 holders — while 108 added to existing stakes and 84 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $37.4M. The largest seller was Capital International Investors, cutting an estimated $80.1M.

  • 293 institutional investors held BWX Technologies (BWXT) as of Q1 2022, up from 280 in Q4 2021.
  • Funds reported $4.79B of BWX Technologies stock for Q1 2022, up 13% quarter-over-quarter.
  • 59 funds opened new BWX Technologies positions in Q1 2022 and 42 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2022 was Victory Capital Management, an estimated $37.4M added.
  • The largest BWX Technologies seller in Q1 2022 was Capital International Investors, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2022.