BWXT icon

BWX Technologies
BWXT

Overview Fund Activity

272 hedge funds and large institutions have $5.32B invested in BWX Technologies in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
6.79%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
49
Increased
90
Reduced
97
Closed
39
Calls
$7.03M
Puts
$2.71M
Net Calls
+$4.32M
Net Calls Change
+$3.89M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$186M
2
Brown Advisory
Brown Advisory
Maryland
+$118M
3
Artisan Partners
Artisan Partners
Wisconsin
+$28.5M
4
BS
Banco Santander
Spain
+$21.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$20.6M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
-$97.2M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$58.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$49.8M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$31.7M
5
SGAM
Smith Group Asset Management
Texas
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIS
251
BB&T Investment Services
North Carolina
$18K +$15.6K +288 +655%
MMG
252
Monetary Management Group
Missouri
$17K – – –
RFA
253
Reilly Financial Advisors
California
$16K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$11K – – –
VFA
255
Valeo Financial Advisors
Indiana
$11K +$11K +194 New
FBT
256
First Bank & Trust
South Dakota
$9K +$9K +164 New
PCP
257
Proficio Capital Partners
Massachusetts
$8K – – –
GT
258
Greenleaf Trust
Michigan
$7K +$7K +132 New
PA
259
Parallel Advisors
California
$6K – – –
TWA
260
TCI Wealth Advisors
Arizona
$5K – – –
PHK
261
Point72 Hong Kong
Hong Kong
$5K +$5K +89 New
AWM
262
AllSquare Wealth Management
New York
$4K – – –
RE
263
RBC Europe
United Kingdom
$3.47K +$3.47K +62 New
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$3K +49 New
BCI
265
Brinker Capital Investments
Pennsylvania
$3K +$3K +55 New
OFS
266
Orrstown Financial Services
Pennsylvania
$3K +$3K +55 New
ASN
267
Advisory Services Network
Georgia
$2K – – –
TFO
268
Tarbox Family Office
California
$2K – – –
SFSIG
269
San Francisco Sentry Investment Group
California
$2K +$2K +36 New
CPIG
270
Chicago Partners Investment Group
Illinois
$2K +$2K +39 New
BWM
271
Baystate Wealth Management
Massachusetts
$1K – – –
CFA
272
Carroll Financial Associates
North Carolina
$1K – – –
BHG
273
Blue Harbour Group
Connecticut
– -$97.2M -1,992,829 Closed
BAM
274
Burgundy Asset Management
Ontario, Canada
– -$58.5M -1,200,631 Closed
SGAM
275
Smith Group Asset Management
Texas
– -$30.4M -624,200 Closed
9 10
11
12 13