undamentalytics Newsletter

BWX Technologies, Inc.: which funds bought and sold

Institutions that bought and sold BWX Technologies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 424 institutions that filed 13F reports for both quarters added to or opened positions in BWX Technologies, and 365 cut or closed them. Together they sold a net 533K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 361K shares (+1.7%); index fund managers were net sellers of 291K shares (−1.0%). 108 opened a new position and 84 sold out entirely.

Bought, Q2 2026 424 institutions, 108 of them new holders Sold, Q2 2026 365 institutions, 84 of them sold out
Net change, all compared −533K shares (−0.6%)
Net change, active managers +361K shares (+1.7%), 39 bought, 49 sold

Buyers versus sellers

institutions compared, 918
Active managers and hedge funds 39 bought · 49 sold · +361K
Index fund managers 7 bought · 5 sold · −291K
Other institutions 378 bought · 311 sold · −603K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Select Equity Group, L.P. Active manager +978K +134.6% 1.7M $332M
First Trust Advisors LP +684K +49.2% 2.1M $404M
Alkeon Capital Management LLC Hedge fund +283K +16.3% 2.0M $394M
Alyeska Investment Group, L.P. Hedge fund +255K New position 255K $49.7M
Price T Rowe Associates Inc Active manager +232K +38.0% 845K $164M
Davidson Kempner Capital Management LP Hedge fund +214K +860.2% 239K $46.5M
Nfj Investment Group, LLC +202K New position 202K $39.3M
Snyder Capital Management L P Active manager +135K +12.3% 1.2M $241M
Neuberger Berman Group LLC Active manager +126K +879.8% 140K $27.2M
Blair William & Co +118K +8.2% 1.6M $303M
Goldman Sachs Group Inc +115K +28.8% 512K $99.7M
Capitolis Liquid Global Markets LLC +108K New position 108K $21M
Federated Hermes, Inc. Active manager +97K +17.9% 637K $124M
Night Squared LP +92K New position 92K $17.9M
Marshall Wace, LLP Hedge fund +84K +445.7% 103K $20M
Jpmorgan Chase & Co +81K +3.2% 2.7M $503M
Headwater Capital Co Ltd +80K New position 80K $15.6M
Ananym Capital Management, LP +74K +62.5% 192K $37.5M
Ars Investment Partners, LLC +74K +207.1% 109K $21.2M
Vaughan Nelson Investment Management, L.P. Active manager +73K +40.1% 255K $49.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Invesco Ltd. −687K −27.2% 1.8M $357M
Arrowstreet Capital, Limited Partnership Hedge fund −491K Sold out 0 —
Two Sigma Investments, LP Hedge fund −429K −77.7% 123K $24M
Barrow Hanley Mewhinney & Strauss LLC Active manager −426K −100.0% 2 $389
Blackrock, Inc. Index funds −364K −2.9% 12.1M $2.4B
Fenghe Fund Management Pte. Ltd. −356K −90.7% 37K $13.8M
Fiera Capital Corp −315K −43.2% 414K $80.6M
Munro Partners Active manager −246K Sold out 0 —
Mirae Asset Global Etfs Holdings Ltd. −225K −17.5% 1.1M $207M
Bessemer Group Inc −188K −30.0% 438K $85.3M
Morgan Stanley −184K −18.9% 793K $154M
Ensign Peak Advisors, Inc −152K −75.1% 50K $9.8M
T. Rowe Price Investment Management, Inc. Active manager −148K −11.2% 1.2M $230M
Bank Of New York Mellon Corp −140K −10.9% 1.1M $223M
Vanguard Portfolio Management LLC Index funds −136K −2.8% 4.8M $926M
CI Investments Inc. −121K −94.0% 7,765 $1.5M
Principal Financial Group Inc −119K −36.5% 207K $40.3M
National Bank Of Canada −102K −97.2% 2,891 $563,245
Thrivent Financial For Lutherans −101K −21.1% 376K $73.3M
Ameriprise Financial Inc −90K −34.1% 174K $33.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alyeska Investment Group, L.P.Hedge fund 255K $49.7M
Nfj Investment Group, LLC 202K $39.3M
Capitolis Liquid Global Markets LLC 108K $21M
Night Squared LP 92K $17.9M
Headwater Capital Co Ltd 80K $15.6M
USS Investment Management Ltd 73K $14.2M
Ariose Capital Management Ltd 72K $13.9M
Omers Administration Corp 66K $12.8M
Freestone Grove Partners LPHedge fund 53K $10.4M
Boothbay Fund Management, LLCHedge fund 42K $8.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 491K $100M
Munro PartnersActive manager 246K $50.3M
Premier Fund Managers Ltd 31K $5.9M
Informed Momentum Co LLC 22K $4.5M
Aubrey Capital Management Ltd 19K $3.8M
Capital Fund Management S.A.Hedge fund 17K $3.4M
Barometer Capital Management Inc. 14K $2.8M
Pinnbrook Capital Management LP 13K $2.7M
Renaissance Technologies LLCHedge fund 12K $2.4M
Citadel Advisors LLCHedge fund 11K $2.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
843
Ten largest holders
44.0%
of 13F-reported shares
Index fund managers
34.2%
of 13F-reported shares
Active managers and hedge funds
25.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 39 49 12 9 +361K +1.7%
Index fund managers 7 5 0 0 −291K −1.0%
Other institutions 378 311 96 75 −603K −1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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