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BWX Technologies
BWXT

Overview Fund Activity

480 hedge funds and large institutions have $8.65B invested in BWX Technologies in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 138 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+53
Holders Change %
+12.41%
% of All Funds
6.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
88
Increased
138
Reduced
187
Closed
33
Calls
$41.2M
Puts
$8.06M
Net Calls
+$33.1M
Net Calls Change
+$23.9M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$84.9M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$42.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$25.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$96.3M
2
CB
Cooke & Bieler
Pennsylvania
-$76.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$64.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$60M
5
FCM
Frontier Capital Management
Massachusetts
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
326
HighPoint Advisor Group
Illinois
$299K -$142K -1,597 -32%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$289K – – –
HKAM
328
Horizon Kinetics Asset Management
New York
$286K -$18K -175 -6%
AC
329
Avestar Capital
New York
$283K -$115K -1,124 -29%
KeyBank National Association
330
KeyBank National Association
Ohio
$282K +$4.72K +46 +2%
AAS
331
Avantax Advisory Services
Texas
$281K +$281K +2,736 New
GFP
332
Gryphon Financial Partners
Ohio
$277K -$175K -1,702 -39%
KPWS
333
Kestra Private Wealth Services
Texas
$275K +$275K +2,677 New
BBHC
334
Brown Brothers Harriman & Co
New York
$275K – – –
CIA
335
Concurrent Investment Advisors
Florida
$271K +$271K +2,636 New
MI
336
Moneywise Inc
Virginia
$269K – – –
BMWM
337
Brown Miller Wealth Management
Virginia
$258K +$258K +2,516 New
TRCT
338
Tower Research Capital (TRC)
New York
$257K -$796K -7,761 -76%
Sumitomo Mitsui Trust Group
339
Sumitomo Mitsui Trust Group
Japan
$255K +$255K +2,486 New
Two Sigma Investments
340
Two Sigma Investments
New York
$253K -$2.29M -22,339 -90%
HIG
341
Heritage Investment Group
Florida
$246K +$246K +2,400 New
FFP
342
FourThought Financial Partners
Florida
$244K +$244K +2,382 New
LNC
343
Lincoln National Corp
Pennsylvania
$241K +$241K +2,345 New
MYAM
344
Meiji Yasuda Asset Management
Japan
$241K +$241K +2,344 New
HW
345
Hancock Whitney
Mississippi
$236K -$110K -1,071 -32%
EF
346
Empowered Funds
Pennsylvania
$234K +$234K +2,285 New
PFA
347
Petra Financial Advisors
Colorado
$233K +$233K +2,298 New
BPA
348
Beacon Pointe Advisors
California
$229K +$229K +2,231 New
IAP
349
Indie Asset Partners
Indiana
$229K +$229K +2,228 New
CASC
350
Coppell Advisory Solutions Corp
Texas
$228K +$228K +2,222 New
12 13
14
15 16