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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 %
CFIA
376
Cantor Fitzgerald Investment Advisors
New York
$391K -$1.02M -9,162 -72%
NIM
377
NEOS Investment Management
Connecticut
$388K +$388K +3,480 New
AIM
378
Aigen Investment Management
New York
$387K +$111K +995 +40%
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
$387K +$387K +3,476 New
SCM
380
Shelton Capital Management
Colorado
$384K -$18.3K -164 -5%
CIAS
381
Capital Investment Advisory Services
North Carolina
$380K +$380K +3,415 New
P
382
Pitcairn
Pennsylvania
$380K -$41K -368 -10%
IA
383
IFP Advisors
Florida
$374K +$9.3K +83 +3%
CA
384
Clearstead Advisors
Ohio
$366K -$62.2K -558 -15%
1C
385
111 Capital
France
$364K +$364K +3,272 New
TE
386
Tema ETFs
New York
$362K +$362K +3,248 New
GC
387
Guggenheim Capital
Illinois
$353K +$353K +3,166 New
DWP
388
Daymark Wealth Partners
Ohio
$345K -$3.68K -33 -1%
KeyBank National Association
389
KeyBank National Association
Ohio
$343K -$3.56K -32 -1%
PCS
390
Personal CFO Solutions
New Jersey
$339K -$16.9K -152 -5%
OA
391
Oak Associates
Ohio
$334K – – –
BCM
392
Brookmont Capital Management
Texas
$333K -$55.8K -501 -14%
DAS
393
Diversify Advisory Services
Utah
$325K +$325K +2,836 New
CCM
394
Coldstream Capital Management
Washington
$319K +$33.8K +303 +12%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$318K -$13.3K -119 -4%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$317K -$451K -4,046 -59%
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$313K +$15.6K +140 +5%
MAM
398
Martingale Asset Management
Massachusetts
$312K -$37.4K -336 -11%
BBHC
399
Brown Brothers Harriman & Co
New York
$309K +$7.24K +65 +2%
MCM
400
MAI Capital Management
Ohio
$304K +$3.23K +29 +1%
14 15
16
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