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BWX Technologies
BWXT

Overview Fund Activity

546 hedge funds and large institutions have $9.08B invested in BWX Technologies in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 157 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.9%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
93
Increased
211
Reduced
157
Closed
36
Calls
$70.9M
Puts
$12.4M
Net Calls
+$58.5M
Net Calls Change
+$44.7M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$73.6M
2
VanEck Associates
VanEck Associates
New York
$118M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$40.4M
5
Millennium Management
Millennium Management
New York
$62.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$66.7M
2
Boston Partners
Boston Partners
Massachusetts
$126M
3
Ameriprise
Ameriprise
Minnesota
$13.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$344M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$1.01M -$197K -1,814 -16%
KPPF
277
Klein Pavlis & Peasley Financial
California
$1M +$7.83K +72 +0.8%
BFM
278
Boothbay Fund Management
New York
$989K +$989K +9,098 New
HWAM
279
Hennion & Walsh Asset Management
New Jersey
$969K +$166K +1,529 +21%
LWAM
280
Legacy Wealth Asset Management
Minnesota
$930K -$1.41K -13 -0.2%
SSA
281
Schonfeld Strategic Advisors
New York
$925K +$925K +8,511 New
Osaic Holdings
282
Osaic Holdings
Arizona
$918K -$100K -920 -10%
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$879K -$112K -1,027 -11%
QCM
284
Qsemble Capital Management
New York
$843K +$843K +7,752 New
OAM
285
Oppenheimer Asset Management
New York
$828K -$73.9K -680 -8%
TCM
286
Teza Capital Management
Illinois
$826K +$478K +4,396 +137%
NSEDCP
287
NJ State Employees Deferred Compensation Plan
New Jersey
$815K – – –
MIM
288
Merrion Investment Management
New Jersey
$811K +$1.63K +15 +0.2%
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$791K +$24.5K +225 +3%
SAM
290
Securian Asset Management
Minnesota
$773K -$19.8K -182 -2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$770K +$770K +6,892 New
AAS
292
Avantax Advisory Services
Texas
$767K -$44.5K -409 -5%
PD
293
Point72 (DIFC)
United Arab Emirates
$759K +$759K +6,986 New
FB
294
Fulton Bank
Pennsylvania
$748K -$30.2K -278 -4%
Creative Planning
295
Creative Planning
Kansas
$747K -$49.1K -452 -6%
BPA
296
Beacon Pointe Advisors
California
$747K -$34.5K -317 -4%
MAP
297
Moody Aldrich Partners
Massachusetts
$743K -$652 -6 -0.1%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$740K +$534K +4,911 +259%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$734K +$172K +1,586 +31%
AAM
300
Advisors Asset Management
Colorado
$725K +$69.2K +637 +11%
10 11
12
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