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BWX Technologies
BWXT

Overview Fund Activity

290 hedge funds and large institutions have $6.17B invested in BWX Technologies in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
5.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
50
Increased
97
Reduced
91
Closed
27
Calls
$7.52M
Puts
$682K
Net Calls
+$6.84M
Net Calls Change
+$232K

Top Buyers

1
CB
Cooke & Bieler
Pennsylvania
+$77.6M
2
Capital International Investors
Capital International Investors
California
+$44.3M
3
ACA
Anchor Capital Advisors
Massachusetts
+$33.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$79.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$71.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$55.4M
4
Brown Advisory
Brown Advisory
Maryland
-$36.5M
5
TCM
TimesSquare Capital Management
New York
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
226
Great Diamond Partners
Maine
$49K +$49K +800 New
HNB
227
Huntington National Bank
Ohio
$47K -$26.7K -426 -36%
PO
228
Private Ocean
California
$47K – – –
TCWM
229
Total Clarity Wealth Management
Illinois
$47K +$47K +750 New
CFGS
230
Concourse Financial Group Securities
Alabama
$46K +$18K +288 +64%
Chevy Chase Trust
231
Chevy Chase Trust
Maryland
$45K +$45K +718 New
Lazard Asset Management
232
Lazard Asset Management
New York
$45K +$45K +739 New
IA
233
IFP Advisors
Florida
$37K – – –
RTC
234
Riverview Trust Company
Washington
$34K – – –
ClearBridge Investments
235
ClearBridge Investments
New York
$32K – – –
VCM
236
Versant Capital Management
Arizona
$28K +$60 +1 +0.2%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$26K – – –
HFM
238
Harvest Fund Management
China
$25K – – –
BCA
239
Berman Capital Advisors
Georgia
$24K +$59 +1 +0.2%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
VFA
241
Valeo Financial Advisors
Indiana
$20K +$3.5K +57 +21%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$19K – – –
TL
243
TrueWealth LLC
Georgia
$18K – – –
RFA
244
Reilly Financial Advisors
California
$18K – – –
AS
245
Altshuler Shaham
Israel
$18K +$18K +287 New
PB
246
Pinnacle Bancorp
Nebraska
$15K -$3.09K -50 -17%
CIA
247
CSat Investment Advisory
Michigan
$15K +$1.85K +30 +14%
CFA
248
Carroll Financial Associates
North Carolina
$14K – – –
ASN
249
Advisory Services Network
Georgia
$14K +$9.33K +150 +200%
AP
250
Americana Partners
Texas
$14K +$14K +238 New
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10
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