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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 %
EWA
451
EverSource Wealth Advisors
Alabama
$5.37K -$15K -156 -74%
KFS
452
Kelly Financial Services
Massachusetts
$5.25K – – –
FFO
453
Fortitude Family Office
Arizona
$5.23K – – –
SSB
454
Sandy Spring Bank
Maryland
$5.14K +$5.14K +50 New
MHR
455
Matthew Hamilton Rosenberg
$5.1K – – –
JWM
456
Janiczek Wealth Management
Colorado
$4.82K +$4.82K +47 New
S
457
Sachetta
Massachusetts
$4.6K – – –
CA
458
Continuum Advisory
Idaho
$4.36K +$4.36K +49 New
CA
459
Crewe Advisors
Utah
$4.21K +$4.21K +41 New
CTC
460
Central Trust Company
Missouri
$3.7K -$4.21K -41 -53%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$3.59K – – –
PPC
462
Park Place Capital
Alabama
$2.87K – – –
AF
463
Allworth Financial
California
$2.57K -$205 -2 -7%
UB
464
UMB Bank
Missouri
$2.57K +$2.57K +25 New
LTI
465
Laffer Tengler Investments
Tennessee
$2.33K +$2.33K +23 New
PTC
466
Private Trust Company
Ohio
$2.05K – – –
HIA
467
Harbor Investment Advisory
Maryland
$1.95K +$1.95K +19 New
SIC
468
SJS Investment Consulting
Ohio
$1.54K – – –
TAM
469
Tucker Asset Management
Colorado
$1.54K +$1.54K +15 New
GWM
470
Geneos Wealth Management
Colorado
$1.33K +$1.33K +13 New
JFA
471
JNBA Financial Advisors
Minnesota
$1.23K – – –
BGAI
472
Bruce G. Allen Investments
Colorado
$1.23K – – –
RAM
473
Riggs Asset Management
Pennsylvania
$1.13K +$1.13K +11 New
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$719 – – –
VAG
475
VisionPoint Advisory Group
Texas
$616 +$616 +6 New
17 18
19
20 21