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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 %
CFO
401
CVA Family Office
Colorado
$5.76K +$5.76K +75 New
FFA
402
Farther Finance Advisors
California
$5.6K +$1.92K +25 +52%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$5.34K +$5.34K +70 New
BAM
404
Bellevue Asset Management
Washington
$4.99K – – –
S
405
Sachetta
Massachusetts
$4.6K +$4.6K +60 New
BWL
406
Bogart Wealth LLC
Virginia
$4.53K – – –
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$4.37K -$3.3K -43 -43%
KFS
408
Kelly Financial Services
Massachusetts
$3.93K +$3.93K +51 New
FFO
409
Fortitude Family Office
Arizona
$3.91K +$3.91K +51 New
MHR
410
Matthew Hamilton Rosenberg
$3.84K – – –
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$3.3K +$767 +10 +30%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$2.69K – – –
BFPW
413
BOK Financial Private Wealth
Colorado
$2.46K +$2.46K +32 New
TCWA
414
Turtle Creek Wealth Advisors
Texas
$2.38K +$2.38K +31 New
PPC
415
Park Place Capital
Alabama
$2.15K – – –
AF
416
Allworth Financial
California
$2.07K -$1.23K -16 -37%
PTC
417
Private Trust Company
Ohio
$1.54K – – –
TFA
418
Toth Financial Advisory
Virginia
$1.54K +$1.54K +20 New
GWS
419
Glassman Wealth Services
Virginia
$1.23K – – –
SIC
420
SJS Investment Consulting
Ohio
$1.15K -$77 -1 -6%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$1.15K +$1.15K +15 New
AW
422
Avion Wealth
Texas
$1K – – –
JFA
423
JNBA Financial Advisors
Minnesota
$921 – – –
BGAI
424
Bruce G. Allen Investments
Colorado
$921 +$921 +12 New
DPW
425
DiNuzzo Private Wealth
Pennsylvania
$538 +$538 +7 New
15 16
17
18 19