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BWX Technologies
BWXT

Overview Fund Activity

285 hedge funds and large institutions have $5.3B invested in BWX Technologies in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
74
Reduced
103
Closed
35
Calls
$2.66M
Puts
$2.15M
Net Calls
+$507K
Net Calls Change
-$799K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$272M
2
State Street
2
State Street
Massachusetts
$132M
3
Capital International Investors
3
Capital International Investors
California
$618M
4
Millennium Management
4
Millennium Management
New York
$18.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$16M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.45M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$107M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$419M
4
BlackRock
4
BlackRock
New York
$273M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Meeder Asset Management
Ohio
$34K -$112K -1,907 -77%
RTC
227
Riverview Trust Company
Washington
$32K – – –
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$32K – – –
VCM
229
Versant Capital Management
Arizona
$27K – – –
QCG
230
Quadrant Capital Group
Ohio
$24K +$578 +10 +2%
ASN
231
Advisory Services Network
Georgia
$23K +$23K +392 New
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
KFI
233
Key Financial Inc
Pennsylvania
$20K – – –
AWM
234
Accel Wealth Management
Iowa
$18K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$18K +$16.6K +289 +1,156%
EVM
236
Eaton Vance Management
Massachusetts
$17K -$5.89K -99 -26%
AF
237
Advisornet Financial
Minnesota
$16K -$2.42K -42 -13%
RFA
238
Reilly Financial Advisors
California
$16K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$15K – – –
PA
240
Parallel Advisors
California
$15K +$1.86K +32 +14%
SCA
241
Stonebridge Capital Advisors
Minnesota
$13K +$6.5K +100 +100%
CMF
242
Counterpoint Mutual Funds
California
$13K +$13K +227 New
APA
243
American Portfolios Advisors
New York
$11.3K – – –
BWM
244
BerganKDV Wealth Management
Minnesota
$11K – – –
ST
245
Smithfield Trust
Pennsylvania
$10K – – –
SIM
246
Sonora Investment Management
Arizona
$9K – – –
LWCFA
247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9K +150 New
SWG
248
Summit Wealth Group
Vermont
$8K – – –
AIA
249
Arcadia Investment Advisors
Idaho
$7.09K – – –
AAP
250
Arax Advisory Partners
Colorado
$7K +$7K +113 New
8 9
10
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