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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 %
VWM
301
Venturi Wealth Management
Texas
$794K +$85.9K +771 +12%
AAS
302
Avantax Advisory Services
Texas
$779K -$6.91K -62 -0.9%
SRA
303
Secured Retirement Advisors
Minnesota
$777K +$777K +6,973 New
SAM
304
Securian Asset Management
Minnesota
$770K -$21.7K -195 -3%
AAM
305
Advisors Asset Management
Colorado
$739K -$4.68K -42 -0.6%
CFG
306
Cooper Financial Group
California
$737K +$737K +6,620 New
FRM
307
Fox Run Management
Connecticut
$732K -$315K -2,831 -30%
ATC
308
Argent Trust Co
Tennessee
$712K – – –
TRCT
309
Tower Research Capital (TRC)
New York
$697K +$192K +1,724 +38%
FB
310
Fulton Bank
Pennsylvania
$697K -$70.1K -629 -9%
CCC
311
Chesapeake Capital Corp
Florida
$676K – – –
CFO
312
Callan Family Office
Pennsylvania
$671K +$671K +6,022 New
AI
313
Atria Investments
North Carolina
$670K +$25.8K +232 +4%
MML Investors Services
314
MML Investors Services
Massachusetts
$639K +$114K +1,019 +22%
GCP
315
GSA Capital Partners
United Kingdom
$637K +$637K +5,722 New
BOC
316
Barbara Oil Co
Illinois
$635K +$635K +5,700 New
KTA
317
Keeley-Teton Advisors
Illinois
$631K -$898K -8,065 -59%
CGH
318
Crossmark Global Holdings
Texas
$626K +$1.67K +15 +0.3%
MAP
319
Moody Aldrich Partners
Massachusetts
$600K -$161K -1,448 -21%
JF
320
Jump Financial
Illinois
$599K +$250K +2,242 +71%
Man Group
321
Man Group
United Kingdom
$599K -$1.16M -10,393 -66%
BFM
322
Boothbay Fund Management
New York
$594K -$419K -3,765 -41%
CIA
323
Concurrent Investment Advisors
Florida
$590K +$40.5K +364 +7%
A
324
AlphaQuest
New York
$587K -$469K -4,207 -44%
OHWA
325
Oak Hill Wealth Advisors
Virginia
$585K +$585K +5,250 New
11 12
13
14 15