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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 %
EARNEST Partners
251
EARNEST Partners
Georgia
$5K – – –
EWM
252
Edge Wealth Management
New York
$5K – – –
AIC
253
Ameritas Investment Company
Nebraska
$5K +$5K +103 New
GWM
254
Geneos Wealth Management
Colorado
$5K +$5K +120 New
TL
255
TrueWealth LLC
Georgia
$4K -$9.3K -200 -70%
SL
256
Savior LLC
Massachusetts
$4K – – –
TPWA
257
TRUE Private Wealth Advisors
Oregon
$4K – – –
TWA
258
TCI Wealth Advisors
Arizona
$4K – – –
AWM
259
AllSquare Wealth Management
New York
$4K – – –
JCM
260
Jacobi Capital Management
Pennsylvania
$4K – – –
MIM
261
Macroview Investment Management
Maryland
$3K – – –
TFO
262
Tarbox Family Office
California
$3K – – –
BAM
263
Bellevue Asset Management
Washington
$3K +$516 +11 +21%
SFSIG
264
San Francisco Sentry Investment Group
California
$2K – – –
PCG
265
Private Capital Group
Connecticut
$2K – – –
WCG
266
Weaver Consulting Group
California
$2K – – –
SFG
267
Sowa Financial Group
Rhode Island
$2K – – –
FCA
268
FinTrust Capital Advisors
South Carolina
$2K – – –
FCFS
269
First Command Financial Services
Texas
$2K +$2K +40 New
FCB
270
First Command Bank
Texas
$2K +$2K +40 New
PCM
271
Prelude Capital Management
New York
$2K +$2K +49 New
BWM
272
BerganKDV Wealth Management
Minnesota
$1K – – –
Baird Financial Group
273
Baird Financial Group
Wisconsin
– -$45.9M -740,009 Closed
TAM
274
Telemark Asset Management
Massachusetts
– -$6.64M -107,000 Closed
Two Sigma Investments
275
Two Sigma Investments
New York
– -$6.27M -100,946 Closed
9 10
11
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