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BWX Technologies
BWXT

Overview Fund Activity

427 hedge funds and large institutions have $6.71B invested in BWX Technologies in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 164 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+39
Holders Change %
+10.05%
% of All Funds
6.26%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
78
Increased
126
Reduced
164
Closed
33
Calls
$26.8M
Puts
$17.6M
Net Calls
+$9.18M
Net Calls Change
+$19.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
Select Equity Group
Select Equity Group
New York
$41.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
$49M
4
Fidelity International
Fidelity International
Bermuda
$81.6M
5
American Century Companies
American Century Companies
Missouri
$24.7M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$200M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$356M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$371M
4
Capital Research Global Investors
Capital Research Global Investors
California
$19.2M
5
SCM
Snyder Capital Management
California
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
376
EverSource Wealth Advisors
Alabama
$16.3K +$15.7K +204 +2,550%
PS
377
Principal Securities
Iowa
$16.2K +$16.2K +211 New
HGERS
378
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +220 New
HCM
379
Hollencrest Capital Management
California
$16K – – –
CCA
380
Criterion Capital Advisors
Tennessee
$14.4K +$14.4K +188 New
WTA
381
Washington Trust Advisors
Massachusetts
$13.1K – – –
ST
382
Smithfield Trust
Pennsylvania
$13K – – –
LC
383
Lindbrook Capital
California
$12.5K – – –
GI
384
GAMMA Investing
California
$12.4K +$12.4K +152 New
WIA
385
Wetzel Investment Advisors
Indiana
$12K +$12K +154 New
SNB
386
Security National Bank
Nebraska
$11.5K +$11.5K +150 New
CT
387
Colonial Trust
South Carolina
$10.9K – – –
NC
388
NewSquare Capital
Pennsylvania
$10.4K – – –
IFAM
389
Institutional & Family Asset Management
Colorado
$9.05K +$460 +6 +5%
JWA
390
JFS Wealth Advisors
Pennsylvania
$8.59K +$230 +3 +3%
QC
391
Quent Capital
New York
$7.88K – – –
RS
392
Rakuten Securities
Japan
$7.75K +$7.75K +101 New
WPA
393
West Paces Advisors
Georgia
$7.67K – – –
VWA
394
Valued Wealth Advisors
Utah
$7.65K +$7.65K +102 New
SPIA
395
Steward Partners Investment Advisory
New York
$6.68K +$1.69K +22 +34%
EC
396
EntryPoint Capital
New York
$6.29K +$6.29K +82 New
CTC
397
Central Trust Company
Missouri
$5.91K +$2.76K +36 +88%
AWM
398
AllSquare Wealth Management
New York
$5.83K – – –
CPG
399
Cornerstone Planning Group
New Jersey
$5.77K – – –
BIA
400
Bell Investment Advisors
California
$5.76K – – –
14 15
16
17 18