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BWX Technologies
BWXT

Overview Fund Activity

480 hedge funds and large institutions have $8.65B invested in BWX Technologies in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 138 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+53
Holders Change %
+12.41%
% of All Funds
6.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
88
Increased
138
Reduced
187
Closed
33
Calls
$41.2M
Puts
$8.06M
Net Calls
+$33.1M
Net Calls Change
+$23.9M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$84.9M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$42.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$25.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$96.3M
2
CB
Cooke & Bieler
Pennsylvania
-$76.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$64.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$60M
5
FCM
Frontier Capital Management
Massachusetts
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
426
Peregrine Capital Management
Minnesota
$15.4K -$15.4K -150 -50%
SNB
427
Security National Bank
Nebraska
$15.4K – – –
CT
428
Colonial Trust
South Carolina
$14.6K – – –
CCA
429
Criterion Capital Advisors
Tennessee
$14.4K -$4.93K -48 -26%
IFAM
430
Institutional & Family Asset Management
Colorado
$11.8K -$308 -3 -3%
WIA
431
Wetzel Investment Advisors
Indiana
$11.4K -$2.99K -32 -21%
JWA
432
JFS Wealth Advisors
Pennsylvania
$11.2K -$308 -3 -3%
VWA
433
Valued Wealth Advisors
Utah
$10.5K – – –
RS
434
Rakuten Securities
Japan
$10.3K -$103 -1 -1%
WPA
435
West Paces Advisors
Georgia
$10.3K – – –
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$10.3K +100 New
DJSG
437
D.J. St. Germain
Massachusetts
$10.3K +$10.3K +100 New
NIC
438
Northwest Investment Counselors
Oregon
$10.3K +$10.3K +100 New
NC
439
NewSquare Capital
Pennsylvania
$8.21K -$5.64K -55 -41%
FFA
440
Farther Finance Advisors
California
$7.95K +$509 +5 +7%
AWM
441
AllSquare Wealth Management
New York
$7.8K – – –
CFO
442
CVA Family Office
Colorado
$7.7K – – –
BIA
443
Bell Investment Advisors
California
$7.7K – – –
CPG
444
Cornerstone Planning Group
New Jersey
$7.34K +$97 +1 +1%
LI
445
LRI Investments
Florida
$6.77K +$6.77K +66 New
BAM
446
Bellevue Asset Management
Washington
$6.67K – – –
CWA
447
Carolina Wealth Advisors
South Carolina
$6.36K +$6.36K +62 New
BWL
448
Bogart Wealth LLC
Virginia
$6.06K – – –
PIC
449
Portland Investment Counsel
Ontario, Canada
$5.88K +$5.88K +2,000 New
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$5.85K +$1.44K +14 +33%
16 17
18
19 20