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BWX Technologies
BWXT

Overview Fund Activity

495 hedge funds and large institutions have $8.03B invested in BWX Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+15
Holders Change %
+3.13%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
80
Increased
180
Reduced
165
Closed
59
Calls
$25.6M
Puts
$11.8M
Net Calls
+$13.8M
Net Calls Change
-$19.3M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$54.9M
2
Fidelity International
Fidelity International
Bermuda
$152M
3
SC
Sapient Capital
Indiana
$29.4M
4
State Street
State Street
Massachusetts
$359M
5
VanEck Associates
VanEck Associates
New York
$61M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.5M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$356M
5
ClearBridge Investments
ClearBridge Investments
New York
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$129K +$15.9K +167 +14%
FHA
377
First Horizon Advisors
Tennessee
$126K -$12.4K -131 -9%
PA
378
Parallel Advisors
California
$119K +$2.57K +27 +2%
SPIA
379
Steward Partners Investment Advisory
New York
$114K +$32.6K +343 +40%
Jones Financial Companies
380
Jones Financial Companies
Missouri
$111K +$85.9K +904 +344%
BEI
381
Benjamin Edwards Inc
Missouri
$100K +$100K +1,056 New
OC
382
Oakworth Capital
Alabama
$95.5K +$95.5K +1,005 New
GWM
383
Geneos Wealth Management
Colorado
$85.5K +$84.3K +887 +6,823%
JSAM
384
J. Safra Asset Management
New York
$83.2K +$83.2K +876 New
NA
385
NewEdge Advisors
Louisiana
$76.7K -$25.8K -272 -25%
LFA
386
LGT Financial Advisors
Texas
$66.6K -$105K -1,105 -61%
AAP
387
Arax Advisory Partners
Colorado
$61.5K +$15.7K +165 +34%
TWC
388
TD Waterhouse Canada
Ontario, Canada
$61.1K – – –
FGA
389
Fortis Group Advisors
New Jersey
$57.9K – – –
RTC
390
Riverview Trust Company
Washington
$52.3K – – –
SWC
391
Spectrum Wealth Counsel
Indiana
$51.9K +$51.9K +546 New
VCM
392
Versant Capital Management
Arizona
$46.5K +$190 +2 +0.4%
BTI
393
Blue Trust Inc
Georgia
$45.8K +$12.4K +121 +37%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$45.2K +$45.2K +476 New
Group One Trading
395
Group One Trading
Illinois
$45.2K +$45.2K +476 New
MRC
396
Millburn Ridgefield Corp
New York
$44.1K +$1.24K +13 +3%
CCA
397
Catalyst Capital Advisors
New York
$44.1K +$1.24K +13 +3%
GI
398
GAMMA Investing
California
$40.8K +$15.1K +159 +59%
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$37K +$16K +172 +76%
SIS
400
Sound Income Strategies
Florida
$36.7K – – –
14 15
16
17 18