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Of the 5 tracked institutions holding BWX, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.3pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, BWX (SPDR SERIES TRUST) is held with a combined value of $1.71M across 78,788 shares. The largest holder is STATE STREET CORP with a position worth $927.38K. 3 funds opened new positions in the most recent quarter. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$1.71M
Total Shares Held
78,788
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | STATE STREET CORP | $927.38K | 0.00% | -96.1% |
| 2 | CITADEL ADVISORS LLC | $503.84K | 0.00% | New |
| 3 | Fisher Asset Management, LLC | $244.96K | 0.00% | New |
| 4 | FMR LLC | $23.34K | 0.00% | +24.0% |
| 5 | BlackRock, Inc. | $8.61K | 0.00% | New |
As of the latest SEC 13F filings, STATE STREET CORP is the largest institutional holder of BWX with a position worth $927.38K, representing 0.00% of their portfolio. In total, 5 institutional investors hold BWX with a combined value of $1.71M.
In the most recent quarter, 3 funds opened a new position in BWX. Additionally, 1 increased their holdings and 1 reduced their positions.
Institutional investors hold $1.71M worth of BWX stock across 5 positions. The largest institutional holder is STATE STREET CORP with $927.38K in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BWX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BWX positions.
Last Close
$21.94
2026-09-03
YTD
-0.9%
45% of 52-week range
