BWXT icon

BWX Technologies
BWXT

Overview Fund Activity

256 hedge funds and large institutions have $3.25B invested in BWX Technologies in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+30
Holders Change %
+13.27%
% of All Funds
6.83%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
49
Increased
90
Reduced
89
Closed
18
Calls
$1.31M
Puts
$470K
Net Calls
+$842K
Net Calls Change
+$387K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$33.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$26.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$25.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$21.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$20.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$135M
2
Invesco
Invesco
Georgia
-$70.4M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$38.7M
4
PIM
Perkins Investment Management
Illinois
-$29.6M
5
SCM
Shapiro Capital Management
Georgia
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
226
ClearBridge Investments
New York
$17K – – –
QCG
227
Quadrant Capital Group
Ohio
$17K – – –
VCM
228
Versant Capital Management
Arizona
$17K +$33 +1 +0.2%
MMG
229
Monetary Management Group
Missouri
$17K +$17K +500 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$14K -$3.07K -93 -18%
BAM
231
Bruderman Asset Management
New York
$14K +$35 +1 +0.2%
Creative Planning
232
Creative Planning
Kansas
$10K -$79.7K -2,400 -89%
DADC
233
D.A. Davidson & Co
Montana
$10K +$2.36K +77 +31%
AssetMark Inc
234
AssetMark Inc
California
$10K +$8.7K +267 +668%
PHK
235
Point72 Hong Kong
Hong Kong
$7K +$7K +200 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +189 New
CCS
237
Crosspoint Capital Strategies
California
$6K +$6K +192 New
SSB
238
Sandy Spring Bank
Maryland
$5K – – –
CCA
239
Checchi Capital Advisers
California
$5K +$5K +151 New
IA
240
IFP Advisors
Florida
$4K -$8.05K -167 -67%
Nuveen Asset Management
241
Nuveen Asset Management
Illinois
$3.12K +$809 +24,108 +35%
SAM
242
Shamrock Asset Management
Texas
$3K -$3K -100 -50%
AWM
243
AllSquare Wealth Management
New York
$3K – – –
PCP
244
Proficio Capital Partners
Massachusetts
$3K +$3K +83 New
CFG
245
Citizens Financial Group
Rhode Island
$3K +$3K +88 New
TRCT
246
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
FIB
247
First Interstate Bank
Montana
$2K – – –
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
CFA
249
Carroll Financial Associates
North Carolina
$1K – – –
TFO
250
Tarbox Family Office
California
$1K – – –
7 8 9
10
11