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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
+$39.9M
2
VanEck Associates
VanEck Associates
New York
+$39.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$29.8M
5
Millennium Management
Millennium Management
New York
+$29M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$107M
2
Boston Partners
Boston Partners
Massachusetts
-$96.5M
3
Ameriprise
Ameriprise
Minnesota
-$91.9M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$87.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$84.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
301
Vanguard Personalized Indexing Management
California
$718K +$85.3K +785 +13%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$709K +$62.7K +576 +10%
I
303
InceptionR
California
$701K +$701K +6,450 New
ATC
304
Argent Trust Co
Tennessee
$695K +$377K +3,466 +118%
VWM
305
Venturi Wealth Management
Texas
$691K +$50.7K +466 +8%
PMAM
306
Penn Mutual Asset Management
Pennsylvania
$679K – – –
Allianz Asset Management
307
Allianz Asset Management
Germany
$660K +$87.5K +805 +15%
IFU
308
iSAM Funds (UK)
United Kingdom
$659K +$659K +6,067 New
CCC
309
Chesapeake Capital Corp
Florida
$659K +$148K +1,364 +29%
AI
310
Atria Investments
North Carolina
$628K -$184K -1,694 -23%
PAS
311
Point72 Asia (Singapore)
Singapore
$613K +$613K +5,637 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$612K -$690K -6,351 -53%
CGH
313
Crossmark Global Holdings
Texas
$609K +$92.6K +852 +18%
CFMC
314
Curbstone Financial Management Corp
New Hampshire
$576K -$527K -4,850 -48%
SIA
315
Sit Investment Associates
Minnesota
$571K +$571K +5,250 New
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$566K -$191K -1,760 -25%
WJWM
317
Williams Jones Wealth Management
New York
$550K – – –
CCM
318
Connective Capital Management
California
$548K +$548K +4,502 New
ARC
319
Advisor Resource Council
Texas
$537K +$537K +4,944 New
CIA
320
Concurrent Investment Advisors
Florida
$536K +$197K +1,810 +58%
ACM
321
Adalta Capital Management
New York
$535K +$256K +2,353 +92%
VF
322
Virtu Financial
New York
$529K +$529K +4,871 New
URS
323
Utah Retirement Systems
Utah
$522K – – –
MML Investors Services
324
MML Investors Services
Massachusetts
$512K +$5.11K +47 +1%
YMRC
325
Yorktown Management & Research Company
Virginia
$511K +$511K +4,700 New
11 12
13
14 15