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BWX Technologies
BWXT

Overview Fund Activity

262 hedge funds and large institutions have $5.33B invested in BWX Technologies in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
76
Reduced
103
Closed
38
Calls
$2.29M
Puts
$620K
Net Calls
+$1.67M
Net Calls Change
+$327K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$35.1M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$20.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$20.3M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$91.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$23.1M
3
TCM
TimesSquare Capital Management
New York
-$17.5M
4
BlackRock
BlackRock
New York
-$14.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
226
Pinnacle Bancorp
Nebraska
$13K +$5.4K +101 +71%
FPS
227
Fieldpoint Private Securities
Connecticut
$13K +$13K +258 New
CFA
228
Carroll Financial Associates
North Carolina
$12K – – –
BFEC
229
Benjamin F. Edwards & Company
Missouri
$11K -$20.4K -388 -65%
SPIA
230
Steward Partners Investment Advisory
New York
$11K +$11K +212 New
PCG
231
Private Capital Group
Connecticut
$10K – – –
NCM
232
Next Capital Management
New York
$9K +$9K +172 New
CIA
233
CSat Investment Advisory
Michigan
$9K +$9K +173 New
AIA
234
Arcadia Investment Advisors
Idaho
$8.28K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$8K -$7.63K -143 -49%
PA
236
Parallel Advisors
California
$8K +$8K +162 New
PCP
237
Proficio Capital Partners
Massachusetts
$6K +$1.39K +25 +30%
TWA
238
TCI Wealth Advisors
Arizona
$5K -$350 -7 -7%
EWM
239
Edge Wealth Management
New York
$5K – – –
EARNEST Partners
240
EARNEST Partners
Georgia
$5K – – –
TPWA
241
TRUE Private Wealth Advisors
Oregon
$5K +$5K +98 New
TA
242
TCG Advisors
Texas
$4K – – –
MIM
243
Macroview Investment Management
Maryland
$4K – – –
AWM
244
AllSquare Wealth Management
New York
$4K – – –
JCM
245
Jacobi Capital Management
Pennsylvania
$4K – – –
ASN
246
Advisory Services Network
Georgia
$4K +$693 +13 +21%
TFO
247
Tarbox Family Office
California
$4K +$1.88K +32 +89%
CA
248
Centerpoint Advisors
Massachusetts
$3K – – –
HGWM
249
Harvest Group Wealth Management
Massachusetts
$3K – – –
MAM
250
Meeder Asset Management
Ohio
$3K +$3K +59 New
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10
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