Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bwx Technologies Inc (BWXT)

848 + Investors. Track Smart Money conviction in BWXT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — BWXT

Based on 856 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BWXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
856 hedge funds hold BWXT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+197 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

445 buying392 selling
Last quarter: 445 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 114 → 142 → 166 → 125. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 25% medium ■ 27% new
413 out of 856 hedge funds have held BWXT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +27%, value +0%

Value
+0%
Shares
+26%
Last quarter: funds added +27% more shares while total portfolio value only changed +0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

127 → 114 → 142 → 166 → 125 new funds/Q
New funds entering each quarter: 114 → 142 → 166 → 125. A growing number of institutions are discovering BWXT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Entry-cohort mix of 878 holders: 480 (55%) are 2+ year veterans, 107 entered 1–2 years ago, and 291 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
64 of 850 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BWXT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWXT

In 2026 Q2, 445 hedge funds were net buyers of BWXT (125 opened a new position, 320 added to an existing one), while 392 reduced or exited (293 trimmed, 99 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in BWXT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 856.

Hedge Fund Ownership: BWXT

How many hedge funds hold BWXT — quarterly history vs. share price
Quarterly hedge fund ownership of BWXT vs. share price

Market Analysis: BWXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWXT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 11 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: BWXT
848 + Investors

Track Smart Money conviction in BWXT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 848 830 2.17%
13F Shares 108M 85M 26.66%
Total Value $16.43B $16.36B 0.42%
New Positions 125 166 -41
Increased Positions 314 303 +11
Closed Positions 101 91 +10
Reduced Positions 283 240 +43
Total Calls 15 15 -
Total Puts 12 13 -7.69%
PUT/CALL Ratio 0.8 0.87 Neutral

Statistics: BWXT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

848 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWXT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWXT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ananym Capital Management, LP 13.47% 192,407 $37.5M
2 Ariose Capital Management Ltd 5.95% 71,580 $13.9M
3 Snyder Capital Management L P 4.16% 1,237,512 $240.9M
4 Harvey Partners, LLC 3.24% 243,107 $47.3M
5 Kieckhefer Group LLC 3.12% 39,418 $7.7M
6 Headwater Capital Co Ltd 3.11% 80,000 $15.6M
7 Nicholas Investment Partners, LP 2.99% 272,395 $53.0M
8 Minneapolis Portfolio Management Group, LLC 2.80% 152,002 $29.6M
9 RPG Investment Advisory, LLC 2.68% 133,712 $26.0M
10 Zwj Investment Counsel Inc 2.37% 377,137 $73.4M
11 Future Fund LLC 2.22% 39,812 $7.7M
12 MRP Capital Investments, LLC 2.04% 14,233 $2.8M
13 McGowan Group Asset Management, Inc. 2.03% 85,977 $16.7M
14 Kore Advisors LP 2.02% 10,000 $1.9M
15 American Trust Investment Advisors, LLC 1.98% 20,582 $4.0M
16 Night Squared LP 1.93% 92,035 $17.9M
17 Builder Investment Group Inc /Adv 1.80% 46,585 $9.1M
18 O'Domhnaill Enterprises, Inc. 1.79% 11,512 $2.2M
19 Tran Capital Management, L.P. 1.76% 78,531 $15.3M
20 ARP Global Capital Ltd 1.75% 20,868 $4.1M
21 Demars Financial Group, LLC 1.69% 31,422 $6.1M
22 Eos Management, L.P. 1.69% 21,876 $4.3M
23 Select Equity Group, L.P. 1.64% 1,704,008 $331.7M
24 Mh & Associates Securities Management Corp /Adv 1.59% 9,091 $1.8M
25 Provident Co of the Employees of the Hebrew University LTD 1.46% 9,818 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bwx Technologies Inc (BWXT)

What does the Smart Money Trend signal show for BWXT?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BWXT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWXT?

Slight buying edge — 53% buying: Last quarter: 445 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BWXT holders?

Elite ownership — 52% AUM from top-100 funds: 64 of 850 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BWXT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BWXT?

48% of holders stayed for 2+ years: 413 out of 856 hedge funds have held BWXT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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