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BWX Technologies
BWXT

Overview Fund Activity

495 hedge funds and large institutions have $8.03B invested in BWX Technologies in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+15
Holders Change %
+3.13%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
80
Increased
180
Reduced
165
Closed
59
Calls
$25.6M
Puts
$11.8M
Net Calls
+$13.8M
Net Calls Change
-$19.3M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$54.9M
2
Fidelity International
Fidelity International
Bermuda
$152M
3
SC
Sapient Capital
Indiana
$29.4M
4
State Street
State Street
Massachusetts
$359M
5
VanEck Associates
VanEck Associates
New York
$61M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.5M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$356M
5
ClearBridge Investments
ClearBridge Investments
New York
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
451
Bell Investment Advisors
California
$7.13K – – –
CPG
452
Cornerstone Planning Group
New Jersey
$6.98K – – –
S
453
Sachetta
Massachusetts
$6.46K +$587 +6 +10%
BWL
454
Bogart Wealth LLC
Virginia
$6.37K +$760 +8 +14%
LI
455
LRI Investments
Florida
$6.27K – – –
BAM
456
Bellevue Asset Management
Washington
$6.18K – – –
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$6.18K +$6.18K +65 New
CWA
458
Carolina Wealth Advisors
South Carolina
$5.89K – – –
WTC
459
WhitTier Trust Company
Nevada
$5.7K -$16.1K -169 -74%
Walleye Capital
460
Walleye Capital
New York
$5.61K -$23.9K -252 -81%
HI
461
Harbour Investments
Wisconsin
$4.94K +$4.94K +52 New
KFS
462
Kelly Financial Services
Massachusetts
$4.86K – – –
RS
463
Rakuten Securities
Japan
$4.85K -$4.66K -49 -49%
FFO
464
Fortitude Family Office
Arizona
$4.85K – – –
CTA
465
Colonial Trust Advisors
South Carolina
$4.75K +$4.75K +50 New
MHR
466
Matthew Hamilton Rosenberg
$4.7K – – –
CA
467
Continuum Advisory
Idaho
$4.66K – – –
HT
468
Headlands Technologies
Illinois
$4.56K +$4.56K +48 New
JWM
469
Janiczek Wealth Management
Colorado
$4.47K – – –
RWMG
470
Redwood Wealth Management Group
New Jersey
$4.2K +$4.2K +44 New
TAM
471
Tucker Asset Management
Colorado
$3.9K +$2.47K +26 +173%
CTC
472
Central Trust Company
Missouri
$3.42K – – –
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$3.33K – – –
LTI
474
Laffer Tengler Investments
Tennessee
$3.31K +$1.13K +12 +52%
OWA
475
Opal Wealth Advisors
New York
$3.14K +$3.14K +33 New
17 18
19
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