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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 %
UB
476
UMB Bank
Missouri
$2.95K +$570 +6 +24%
EWP
477
Elevation Wealth Partners
California
$2.95K +$2.95K +31 New
MG
478
Mather Group
Illinois
$2.87K +$2.87K +28 New
AF
479
Allworth Financial
California
$2.86K +$306 +3 +12%
SAM
480
Smartleaf Asset Management
Massachusetts
$2.85K +$2.28K +24 +400%
PPC
481
Park Place Capital
Alabama
$2.66K – – –
WIA
482
Wetzel Investment Advisors
Indiana
$2.57K -$9.96K -97 -80%
EWA
483
EverSource Wealth Advisors
Alabama
$1.9K -$3.7K -37 -66%
CFB
484
Cullen/Frost Bankers
Texas
$1.52K +$1.52K +16 New
SIC
485
SJS Investment Consulting
Ohio
$1.43K – – –
BGAI
486
Bruce G. Allen Investments
Colorado
$1.14K – – –
JFA
487
JNBA Financial Advisors
Minnesota
$1.14K – – –
RAM
488
Riggs Asset Management
Pennsylvania
$1.05K – – –
SC
489
Sawyer & Company
Massachusetts
$1K +$1K +6 New
DPW
490
DiNuzzo Private Wealth
Pennsylvania
$855 +$190 +2 +29%
LIA
491
Lynx Investment Advisory
District of Columbia
$570 +$570 +6 New
PTC
492
Private Trust Company
Ohio
$285 -$1.62K -17 -85%
MCM
493
Manchester Capital Management
Vermont
$285 -$95 -1 -25%
GWSG
494
GPS Wealth Strategies Group
Colorado
$191 – – –
AWM
495
Avior Wealth Management
Nebraska
$95 -$59.9K -631 -100%
CB
496
Cooke & Bieler
Pennsylvania
– -$60.4M -588,924 Closed
AIG
497
American International Group
New York
– -$12.4M -121,266 Closed
TI
498
Trexquant Investment
Connecticut
– -$4.98M -48,549 Closed
EGI
499
EAM Global Investors
California
– -$4.31M -42,043 Closed
EI
500
EAM Investors
California
– -$4.09M -39,869 Closed
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