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BWX Technologies
BWXT

Overview Fund Activity

280 hedge funds and large institutions have $5.61B invested in BWX Technologies in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
45
Increased
87
Reduced
102
Closed
42
Calls
$5.18M
Puts
$1.97M
Net Calls
+$3.21M
Net Calls Change
+$1.54M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$116M
2
Boston Partners
Boston Partners
Massachusetts
+$81.1M
3
CB
Cooke & Bieler
Pennsylvania
+$18.1M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$10.4M
5
Macquarie Group
Macquarie Group
Australia
+$8.72M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$72.6M
2
BAMCO Inc
BAMCO Inc
New York
-$33.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$27M
5
Brown Advisory
Brown Advisory
Maryland
-$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
226
Key Financial Inc
Pennsylvania
$21K +$21K +350 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
KCM
228
Kathmere Capital Management
Pennsylvania
$19K – – –
AWM
229
Accel Wealth Management
Iowa
$18K +$18K +305 New
RFA
230
Reilly Financial Advisors
California
$17K – – –
PA
231
Parallel Advisors
California
$16K -$3.21K -54 -17%
RPWA
232
Regent Peak Wealth Advisors
Georgia
$14K +$14K +230 New
SPIA
233
Steward Partners Investment Advisory
New York
$13K – – –
CCA
234
Childress Capital Advisors
Texas
$13K +$13K +208 New
SFS
235
Sowell Financial Services
Arkansas
$12K -$13.8K -230 -53%
Bessemer Group
236
Bessemer Group
New Jersey
$12K – – –
APA
237
American Portfolios Advisors
New York
$11.8K – – –
BWM
238
BerganKDV Wealth Management
Minnesota
$11K +$7.97K +134 +263%
ST
239
Smithfield Trust
Pennsylvania
$10K – – –
CAAS
240
Capital Asset Advisory Services
Michigan
$10K +$10K +162 New
SIM
241
Sonora Investment Management
Arizona
$9K – – –
AWG
242
Altus Wealth Group
Colorado
$9K +$9K +144 New
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9K +150 New
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$9K +$9K +155 New
AIA
245
Arcadia Investment Advisors
Idaho
$7.35K – – –
LC
246
Lindbrook Capital
California
$6K – – –
EARNEST Partners
247
EARNEST Partners
Georgia
$6K – – –
CFA
248
Carroll Financial Associates
North Carolina
$6K +$57 +1 +1%
PC
249
Pier Capital
Connecticut
$6K +$6K +102 New
BAM
250
Bellevue Asset Management
Washington
$5K -$313 -5 -6%
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