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BWX Technologies
BWXT

Overview Fund Activity

546 hedge funds and large institutions have $9.08B invested in BWX Technologies in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 157 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+51
Holders Change %
+10.3%
% of All Funds
7.9%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
93
Increased
211
Reduced
157
Closed
36
Calls
$70.9M
Puts
$12.4M
Net Calls
+$58.5M
Net Calls Change
+$44.7M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$73.6M
2
VanEck Associates
VanEck Associates
New York
$118M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$191M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$40.4M
5
Millennium Management
Millennium Management
New York
$62.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$66.7M
2
Boston Partners
Boston Partners
Massachusetts
$126M
3
Ameriprise
Ameriprise
Minnesota
$13.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$344M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
Continuum Advisory
Idaho
$8.72K +$2.44K +19 +39%
DJSG
502
D.J. St. Germain
Massachusetts
$8.37K -$10.9K -100 -56%
AWM
503
AllSquare Wealth Management
New York
$8.26K – – –
CAM
504
Creekmur Asset Management
Illinois
$8.15K -$6.52K -60 -44%
CFO
505
CVA Family Office
Colorado
$8.15K – – –
BIA
506
Bell Investment Advisors
California
$8.15K – – –
NICM
507
Neo Ivy Capital Management
New York
$8K -$510K -5,096 -98%
BWL
508
Bogart Wealth LLC
Virginia
$7.72K +$435 +4 +6%
S
509
Sachetta
Massachusetts
$7.18K – – –
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$7.07K – – –
BAM
511
Bellevue Asset Management
Washington
$7.07K – – –
CWA
512
Carolina Wealth Advisors
South Carolina
$6.74K – – –
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$6.63K -$7.28K -67 -52%
WTC
514
WhitTier Trust Company
Nevada
$6.52K – – –
TCOV
515
Trust Company of Vermont
Vermont
$6.31K +$6.31K +58 New
NC
516
NewSquare Capital
Pennsylvania
$5.98K -$2.72K -25 -31%
FFO
517
Fortitude Family Office
Arizona
$5.54K – – –
CTA
518
Colonial Trust Advisors
South Carolina
$5.45K – – –
MHR
519
Matthew Hamilton Rosenberg
$5.44K – – –
TAM
520
Tucker Asset Management
Colorado
$4.46K – – –
CTC
521
Central Trust Company
Missouri
$3.91K – – –
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$3.81K – – –
PPC
523
Park Place Capital
Alabama
$3.04K – – –
HBW
524
Hazlett, Burt & Watson
West Virginia
$3K +$3K +25 New
TPCW
525
TD Private Client Wealth
New York
$2.94K +$2.94K +27 New
19 20
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