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BWX Technologies
BWXT

Overview Fund Activity

495 hedge funds and large institutions have $8.03B invested in BWX Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+15
Holders Change %
+3.13%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
80
Increased
180
Reduced
165
Closed
59
Calls
$25.6M
Puts
$11.8M
Net Calls
+$13.8M
Net Calls Change
-$19.3M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$54.9M
2
Fidelity International
2
Fidelity International
Bermuda
$152M
3
SC
3
Sapient Capital
Indiana
$29.4M
4
State Street
4
State Street
Massachusetts
$359M
5
VanEck Associates
5
VanEck Associates
New York
$61M

Top Sellers

1
CCMLC
1
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.5M
2
CB
2
Cooke & Bieler
Pennsylvania
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$136M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$356M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
251
Exchange Traded Concepts
Oklahoma
$883K +$270K +2,838 +44%
QCM
252
Quantinno Capital Management
New York
$876K -$81.3K -856 -8%
KPPF
253
Klein Pavlis & Peasley Financial
California
$867K +$54.9K +578 +7%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$866K +$64.2K +676 +8%
LWAM
255
Legacy Wealth Asset Management
Minnesota
$814K +$145K +1,527 +22%
SCP
256
Stamos Capital Partners
California
$814K +$814K +8,570 New
Marshall Wace
257
Marshall Wace
United Kingdom
$814K +$814K +8,564 New
PCM
258
Prelude Capital Management
New York
$792K -$796K -8,378 -50%
OAM
259
Oppenheimer Asset Management
New York
$788K +$380 +4 +0%
Truist Financial
260
Truist Financial
North Carolina
$784K +$24.9K +262 +3%
ET
261
Entropy Technologies
New York
$746K -$373K -3,928 -33%
NSEDCP
262
NJ State Employees Deferred Compensation Plan
New Jersey
$713K – – –
AI
263
Atria Investments
North Carolina
$710K +$710K +7,475 New
AAS
264
Avantax Advisory Services
Texas
$709K +$449K +4,730 +173%
MIM
265
Merrion Investment Management
New Jersey
$707K +$23.3K +245 +3%
Focus Partners Wealth
266
Focus Partners Wealth
Massachusetts
$705K -$1.13M -11,918 -62%
HWAM
267
Hennion & Walsh Asset Management
New Jersey
$701K +$233K +2,449 +50%
Creative Planning
268
Creative Planning
Kansas
$696K +$213K +2,242 +44%
SAM
269
Securian Asset Management
Minnesota
$693K -$24.4K -257 -3%
QT
270
Quantbot Technologies
New York
$686K -$329K -3,466 -32%
BPA
271
Beacon Pointe Advisors
California
$683K +$471K +4,956 +222%
FB
272
Fulton Bank
Pennsylvania
$680K +$219K +2,304 +47%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$670K -$1.06M -11,188 -61%
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$662K – – –
MAP
275
Moody Aldrich Partners
Massachusetts
$650K -$8.47M -89,188 -93%
9 10
11
12 13