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BWX Technologies
BWXT

Overview Fund Activity

279 hedge funds and large institutions have $4.25B invested in BWX Technologies in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 86 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+11
Holders Change %
+4.1%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
86
Reduced
99
Closed
40
Calls
$5.63M
Puts
$9.24M
Net Calls
-$3.62M
Net Calls Change
-$3.97M

Top Buyers

1
Millennium Management
Millennium Management
New York
$78.7M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$39.2M
3
SCM
Shapiro Capital Management
Georgia
$111M
4
Capital Research Global Investors
Capital Research Global Investors
California
$116M
5
Jane Street
Jane Street
New York
$23.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$195M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$262M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$421M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
251
Arax Advisory Partners
Colorado
$4K -$1.51K -31 -27%
AWM
252
AllSquare Wealth Management
New York
$4K – – –
DWA
253
Delos Wealth Advisors
Texas
$4K +$4K +80 New
ZIG
254
Zullo Investment Group
Pennsylvania
$4K +$4K +91 New
BAM
255
Bellevue Asset Management
Washington
$3K -$145 -3 -5%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$3K – – –
CFA
257
Carroll Financial Associates
North Carolina
$3K – – –
TFO
258
Tarbox Family Office
California
$3K – – –
NFG
259
Next Financial Group
Texas
$3K +$441 +10 +17%
SWM
260
Spire Wealth Management
Virginia
$3K +$3K +53 New
CT
261
Cambridge Trust
Massachusetts
$3K +$3K +66 New
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$2.46K – – –
MHR
263
Matthew Hamilton Rosenberg
$2K – – –
HR
264
Howe & Rusling
New York
$2K – – –
PCG
265
Private Capital Group
Connecticut
$2K – – –
SFO
266
Standard Family Office
South Dakota
$2K +$2K +35 New
AWA
267
Amplius Wealth Advisors
Pennsylvania
$2K +$2K +44 New
JFA
268
JNBA Financial Advisors
Minnesota
$1K – – –
JWA
269
JFS Wealth Advisors
Pennsylvania
$1K +$1K +13 New
CWP
270
Concord Wealth Partners
Virginia
$1K +$1K +16 New
CWS
271
Confluence Wealth Services
Pennsylvania
$1K +$1K +23 New
UB
272
UMB Bank
Missouri
$1K +$1K +30 New
LTI
273
Laffer Tengler Investments
Tennessee
$961 – – –
TPCW
274
TD Private Client Wealth
New York
$910 – – –
BBHC
275
Brown Brothers Harriman & Co
New York
$161 -$31 -645 -16%
9 10
11
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