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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 %
MG
526
Mather Group
Illinois
$2.61K -$435 -4 -14%
FGC
527
Financial Gravity Companies
Texas
$2.39K +$2.39K +22 New
EWA
528
EverSource Wealth Advisors
Alabama
$2.29K +$218 +2 +11%
BIG
529
Brooklyn Investment Group
New York
$2.17K +$2.17K +20 New
HWM
530
Hemington Wealth Management
Virginia
$2K +$2K +24 New
AF
531
Allworth Financial
California
$1.85K -$1.2K -11 -39%
SIC
532
SJS Investment Consulting
Ohio
$1.63K – – –
GM
533
GeoWealth Management
Illinois
$1.41K +$1.41K +13 New
HI
534
Horizon Investments
North Carolina
$1.41K +$1.41K +13 New
LWANC
535
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31K +$1.31K +12 New
BGAI
536
Bruce G. Allen Investments
Colorado
$1.3K – – –
RAM
537
Riggs Asset Management
Pennsylvania
$1.2K – – –
CPA
538
Capital Performance Advisors
California
$1.2K +$1.2K +11 New
IAIM
539
International Assets Investment Management
Florida
$1.16K +$1.16K +125,834 New
CJ
540
Caitlin John
Michigan
$1.06K -$1.68M -12,698 -100%
SC
541
Sawyer & Company
Massachusetts
$1K – – –
SC
542
Swan Capital
Florida
$763 +$763 +7 New
MCM
543
Manchester Capital Management
Vermont
$327 – – –
PTC
544
Private Trust Company
Ohio
$326 – – –
GWSG
545
GPS Wealth Strategies Group
Colorado
$219 – – –
CCMLC
546
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$16.5M -173,647 Closed
TPSF
547
Texas Permanent School Fund
Texas
– -$6.51M -68,495 Closed
Macquarie Group
548
Macquarie Group
Australia
– -$6.44M -67,811 Closed
DKCM
549
Davidson Kempner Capital Management
New York
– -$5.33M -56,081 Closed
Los Angeles Capital Management
550
Los Angeles Capital Management
California
– -$2.54M -26,784 Closed
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