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BWX Technologies
BWXT

Overview Fund Activity

592 hedge funds and large institutions have $9.37B invested in BWX Technologies in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+46
Holders Change %
+8.42%
% of All Funds
7.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
108
Increased
219
Reduced
177
Closed
56
Calls
$107M
Puts
$36.4M
Net Calls
+$70.6M
Net Calls Change
+$12.1M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$71.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$68.6M
3
DKCM
Davidson Kempner Capital Management
New York
+$50.9M
4
SIMG
Stephens Investment Management Group
Texas
+$50.1M
5
VanEck Associates
VanEck Associates
New York
+$50M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$202M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$115M
3
Millennium Management
Millennium Management
New York
-$60.1M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$55.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$1.15M +$111K +999 +11%
IUHSA
277
Itau Unibanco Holding S.A.
Brazil
$1.12M +$1.12M +10,000 New
Osaic Holdings
278
Osaic Holdings
Arizona
$1.12M +$178K +1,595 +19%
KA
279
Kore Advisors
Florida
$1.11M – – –
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$1.08M – – –
PC
281
Pecaut & Co
Iowa
$1.07M -$55.7K -500 -5%
JSL
282
JT Stratford LLC
Georgia
$1.05M +$557 +5 +0.1%
PAG
283
Private Advisor Group
New Jersey
$1.04M +$1.04M +9,326 New
KPPF
284
Klein Pavlis & Peasley Financial
California
$1.01M -$11K -99 -1%
TWM
285
TCFG Wealth Management
California
$994K -$137K -1,230 -12%
PAMP
286
Polar Asset Management Partners
Ontario, Canada
$991K -$323K -2,900 -25%
RIA
287
RPG Investment Advisory
California
$982K +$982K +8,820 New
Federated Hermes
288
Federated Hermes
Pennsylvania
$964K -$244K -2,189 -20%
Calamos Advisors
289
Calamos Advisors
Illinois
$954K +$954K +8,566 New
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$939K +$37.5K +337 +4%
LWAM
291
Legacy Wealth Asset Management
Minnesota
$935K -$18K -162 -2%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$907K +$181K +1,623 +25%
Creative Planning
293
Creative Planning
Kansas
$845K +$79.1K +710 +10%
OAM
294
Oppenheimer Asset Management
New York
$838K -$11K -99 -1%
PNC Financial Services Group
295
PNC Financial Services Group
Pennsylvania
$837K +$84.2K +756 +11%
NSEDCP
296
NJ State Employees Deferred Compensation Plan
New Jersey
$835K – – –
MIM
297
Merrion Investment Management
New Jersey
$834K +$3.34K +30 +0.4%
Wealth Enhancement Advisory Services
298
Wealth Enhancement Advisory Services
Minnesota
$830K +$19.2K +172 +2%
VPIM
299
Vanguard Personalized Indexing Management
California
$817K +$81.4K +731 +11%
PCM
300
Princeton Capital Management
New Jersey
$805K +$805K +7,226 New
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