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BWX Technologies
BWXT

Overview Fund Activity

427 hedge funds and large institutions have $6.71B invested in BWX Technologies in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+39
Holders Change %
+10.05%
% of All Funds
6.26%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
78
Increased
126
Reduced
164
Closed
33
Calls
$26.8M
Puts
$17.6M
Net Calls
+$9.18M
Net Calls Change
+$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Select Equity Group
Select Equity Group
New York
$41.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
$49M
4
Fidelity International
Fidelity International
Bermuda
$81.6M
5
American Century Companies
American Century Companies
Missouri
$24.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$200M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$356M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$371M
4
Capital Research Global Investors
Capital Research Global Investors
California
$19.2M
5
SCM
Snyder Capital Management
California
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$815K +$120K +1,559 +17%
Federated Hermes
227
Federated Hermes
Pennsylvania
$794K -$96.2K -1,254 -11%
CFMC
228
Curbstone Financial Management Corp
New Hampshire
$790K – – –
TRCT
229
Tower Research Capital (TRC)
New York
$788K +$468K +6,094 +146%
KA
230
Kore Advisors
Florida
$767K +$767K +10,000 New
KPPF
231
Klein Pavlis & Peasley Financial
California
$756K +$756K +9,851 New
AIM
232
Aigen Investment Management
New York
$726K +$726K +9,462 New
I
233
InceptionR
California
$715K +$715K +9,321 New
TIP
234
Torray Investment Partners
Maryland
$712K +$712K +9,283 New
XT
235
XTX Topco
Cayman Islands
$698K +$698K +9,096 New
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$683K -$65.5K -853 -9%
OAM
237
Oppenheimer Asset Management
New York
$680K -$49.6K -646 -7%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$676K +$676K +8,816 New
Allianz Asset Management
239
Allianz Asset Management
Germany
$641K +$3.15K +41 +0.5%
FHB
240
First Hawaiian Bank
Hawaii
$635K – – –
QCM
241
Quantinno Capital Management
New York
$626K +$227K +2,956 +57%
HCM
242
Hilton Capital Management
New York
$624K +$624K +8,129 New
ETC
243
Exchange Traded Concepts
Oklahoma
$623K – – –
TI
244
Tidal Investments
Wisconsin
$603K +$289K +3,770 +92%
SG Americas Securities
245
SG Americas Securities
New York
$596K +$62.4K +814 +12%
SAM
246
Securian Asset Management
Minnesota
$587K -$7.67K -100 -1%
NSEDCP
247
NJ State Employees Deferred Compensation Plan
New Jersey
$575K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$571K -$59.6K -777 -9%
ACM
249
Aquatic Capital Management
Illinois
$560K +$560K +7,300 New
LWAM
250
Legacy Wealth Asset Management
Minnesota
$540K +$83.2K +1,084 +18%
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