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BWX Technologies
BWXT

Overview Fund Activity

275 hedge funds and large institutions have $4.7B invested in BWX Technologies in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-15
Holders Change %
-5.17%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
45
Increased
102
Reduced
83
Closed
55
Calls
$3.4M
Puts
$4.75M
Net Calls
-$1.34M
Net Calls Change
-$8.18M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$88.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$59.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43.4M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$40.4M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$191M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$115M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$76.2M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$45.9M
5
Franklin Resources
Franklin Resources
California
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$29K – – –
RTC
227
Riverview Trust Company
Washington
$27K – – –
ClearBridge Investments
228
ClearBridge Investments
New York
$24K – – –
VCM
229
Versant Capital Management
Arizona
$22K +$47 +1 +0.2%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
QCG
231
Quadrant Capital Group
Ohio
$19K -$60.6K -1,206 -76%
VFA
232
Valeo Financial Advisors
Indiana
$19K +$2.83K +57 +17%
ASN
233
Advisory Services Network
Georgia
$17K +$6.01K +123 +55%
KFI
234
Key Financial Inc
Pennsylvania
$17K +$17K +350 New
Bessemer Group
235
Bessemer Group
New Jersey
$15K +$10.2K +200 +215%
RFA
236
Reilly Financial Advisors
California
$14K – – –
CIA
237
CSat Investment Advisory
Michigan
$14K +$2.11K +43 +18%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$12K -$3K -60 -20%
PB
239
Pinnacle Bancorp
Nebraska
$12K – – –
Kayne Anderson Rudnick Investment Management
240
Kayne Anderson Rudnick Investment Management
California
$12K +$12K +243 New
PA
241
Parallel Advisors
California
$11K +$3.51K +76 +47%
AssetMark Inc
242
AssetMark Inc
California
$11K +$11K +224 New
SPIA
243
Steward Partners Investment Advisory
New York
$10K -$47 -1 -0.5%
LC
244
Lindbrook Capital
California
$10K +$5.14K +107 +106%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$9K – – –
TPCW
246
TD Private Client Wealth
New York
$7.45K +$1.12K +23 +18%
OPS
247
Orion Portfolio Solutions
Nebraska
$6K +$234 +5 +4%
AIA
248
Arcadia Investment Advisors
Idaho
$5.94K – – –
BCA
249
Berman Capital Advisors
Georgia
$5K -$14.3K -301 -74%
CFA
250
Carroll Financial Associates
North Carolina
$5K -$5.87K -122 -54%
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