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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 %
HKAM
401
Horizon Kinetics Asset Management
New York
$300K – – –
KAS
402
Kestra Advisory Services
Texas
$293K +$61.5K +552 +27%
AGDI
403
Absolute Gestao de Investimentos
Brazil
$292K +$292K +2,625 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$291K +$446 +4 +0.2%
MI
405
Moneywise Inc
Virginia
$288K – – –
IF
406
Intrua Financial
Texas
$281K +$281K +2,526 New
BMWM
407
Brown Miller Wealth Management
Virginia
$280K – – –
VI
408
Vestcor Inc
New Brunswick, Canada
$279K +$96.4K +866 +53%
IAP
409
Indie Asset Partners
Indiana
$278K +$446 +4 +0.2%
MAM
410
Morse Asset Management
Connecticut
$276K +$181K +1,625 +191%
BFA
411
Beacon Financial Advisory
Ohio
$275K – – –
Envestnet Portfolio Solutions
412
Envestnet Portfolio Solutions
Illinois
$273K +$27.3K +245 +11%
HIG
413
Heritage Investment Group
Florida
$267K – – –
FFP
414
FourThought Financial Partners
Florida
$265K +$265K +2,382 New
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$263K +$87K +780 +49%
DFCM
416
Dark Forest Capital Management
Puerto Rico
$261K -$149K -1,334 -36%
ECM
417
Evergreen Capital Management
Washington
$259K +$259K +2,321 New
HCA
418
Harbour Capital Advisors
Virginia
$258K +$258K +2,275 New
HW
419
Hancock Whitney
Mississippi
$256K -$15K -135 -6%
PA
420
Profund Advisors
Maryland
$252K -$41.2K -370 -14%
WC
421
Wexford Capital
Florida
$251K -$76.6K -688 -23%
MYAM
422
Meiji Yasuda Asset Management
Japan
$251K – – –
CWM
423
Congress Wealth Management
Massachusetts
$251K +$13.9K +125 +6%
SS
424
Sunbelt Securities
Texas
$248K -$449 -4 -0.2%
CB
425
Commerce Bank
Missouri
$241K – – –
15 16
17
18 19