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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 %
PFS
351
Prospera Financial Services
Texas
$476K +$51K +458 +12%
CAS
352
Coppell Advisory Solutions
Texas
$474K +$28.5K +254 +6%
PD
353
Point72 (DIFC)
United Arab Emirates
$469K -$309K -2,772 -40%
FHB
354
First Hawaiian Bank
Hawaii
$460K +$53.5K +480 +13%
KPWS
355
Kestra Private Wealth Services
Texas
$457K +$75K +673 +20%
MFIM
356
Mesirow Financial Investment Management
Illinois
$452K +$223 +2 +0%
PFA
357
Petra Financial Advisors
Colorado
$451K +$1.56K +14 +0.3%
TFA
358
Toth Financial Advisory
Virginia
$448K – – –
PIC
359
Portland Investment Counsel
Ontario, Canada
$446K +$111K +1,000 +33%
VFA
360
Valeo Financial Advisors
Indiana
$439K +$44.6K +400 +11%
OAM
361
Oxford Asset Management
United Kingdom
$434K +$434K +3,893 New
IWC
362
Integrated Wealth Concepts
Massachusetts
$431K -$42.7K -383 -9%
HSBC Holdings
363
HSBC Holdings
United Kingdom
$425K +$216K +1,942 +103%
First Manhattan
364
First Manhattan
New York
$423K +$6.68K +60 +2%
LNWWM
365
Laird Norton Wetherby Wealth Management
California
$422K -$2.12K -19 -0.5%
SOW
366
State of Wyoming
Wyoming
$419K -$74K -664 -15%
HA
367
Huntleigh Advisors
Missouri
$418K +$418K +3,754 New
BEI
368
Benjamin Edwards Inc
Missouri
$411K +$174K +1,564 +74%
KBC Group
369
KBC Group
Belgium
$408K +$126K +1,135 +45%
AG
370
AlTi Global
New York
$405K +$405K +3,307 New
P
371
&Partners
Tennessee
$400K +$170K +1,497 +74%
GSWM
372
Golden State Wealth Management
California
$398K +$398K +3,575 New
CCM
373
Connective Capital Management
California
$398K -$104K -930 -21%
ZIM
374
Zacks Investment Management
Illinois
$392K +$392K +3,522 New
PWW
375
Pettyjohn Wood & White
Virginia
$391K – – –
13 14
15
16 17