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BWX Technologies

290 hedge funds and large institutions have $4.99B invested in BWX Technologies in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

252% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $1.91M

2.02% more ownership

Funds ownership: 97.39%99.41% (+2%)

4% more capital invested

Capital invested by funds: $4.79B → $4.99B (+$205M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

1% less funds holding

Funds holding: 293290 (-3)

Holders
290
Holders Change
-3
Holders Change %
-1.02%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.12%
New
37
Increased
103
Reduced
102
Closed
36
Calls
$6.7M
Puts
$1.91M
Net Calls
+$4.8M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$456M +$3.95M +75,875 +0.9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$428M -$49.3M -947,325 -11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$355M +$39.7M +763,676 +13%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$352M -$7.27M -139,790 -2%
Boston Partners
5
Boston Partners
Massachusetts
$312M +$5.45M +104,819 +2%
BlackRock
6
BlackRock
New York
$267M -$1.89M -36,373 -0.7%
Invesco
7
Invesco
Georgia
$163M +$116M +2,227,805 +302%
Capital Research Global Investors
8
Capital Research Global Investors
California
$151M +$5.51M +105,898 +4%
Capital International Investors
9
Capital International Investors
California
$134M
SCM
10
Snyder Capital Management
California
$133M +$8.21M +157,783 +7%
State Street
11
State Street
Massachusetts
$131M -$14M -268,741 -10%
Franklin Resources
12
Franklin Resources
California
$127M -$556K -10,697 -0.5%
CB
13
Cooke & Bieler
Pennsylvania
$115M -$20.3M -390,927 -16%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$2.57M +49,462 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$101M -$808K -15,538 -0.8%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$94.2M -$5.33M -102,407 -6%
CCMLC
17
Cardinal Capital Management LLC (Connecticut)
Connecticut
$94.1M +$5.61M +107,965 +7%
SCM
18
Shapiro Capital Management
Georgia
$88.8M -$17.6M -338,046 -17%
ACA
19
Anchor Capital Advisors
Massachusetts
$63.9M -$2.93M -56,344 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$63.2M -$826K -15,885 -1%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$55.4M -$1.9M -36,497 -4%
Charles Schwab
22
Charles Schwab
California
$55.4M +$1.81M +34,785 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$53.9M +$3.92M +75,467 +8%
HRCM
24
Hawk Ridge Capital Management
California
$53.9M +$9.43M +181,345 +23%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$52.5M +$2.98M +57,321 +6%

BWXT Hedge Fund Activity: Q2 2022 in Review

290 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2022, worth a combined $4.99B — up 4.3% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BWXT positions and 36 closed out — a net gain of 1 holder — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Invesco, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.3M.

  • 290 institutional investors held BWX Technologies (BWXT) as of Q2 2022, down from 293 in Q1 2022.
  • Funds reported $4.99B of BWX Technologies stock for Q2 2022, up 4.3% quarter-over-quarter.
  • 37 funds opened new BWX Technologies positions in Q2 2022 and 36 closed out, a net change of +1 holder.
  • The largest BWX Technologies buyer in Q2 2022 was Invesco, an estimated $116M added.
  • The largest BWX Technologies seller in Q2 2022 was T. Rowe Price Associates, an estimated $49.3M sold.

Based on aggregated 13F filings for Q2 2022.