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BWX Technologies
BWXT

Overview Fund Activity

592 hedge funds and large institutions have $9.37B invested in BWX Technologies in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 219 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+46
Holders Change %
+8.42%
% of All Funds
7.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
108
Increased
219
Reduced
177
Closed
56
Calls
$107M
Puts
$36.4M
Net Calls
+$70.6M
Net Calls Change
+$12.1M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$80.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$102M
3
DKCM
Davidson Kempner Capital Management
New York
$50.9M
4
SIMG
Stephens Investment Management Group
Texas
$50.1M
5
VanEck Associates
VanEck Associates
New York
$157M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$150M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$216M
3
Millennium Management
Millennium Management
New York
$3.86M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$127M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
526
Covestor
United Kingdom
$15K -$12.1K -105 -45%
FA
527
Fedenia Advisers
Wisconsin
$14.7K +$14.7K +132 New
National Bank of Canada
528
National Bank of Canada
Quebec, Canada
$13.3K +$13.3K +119 New
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$13.1K +$6.35K +57 +93%
AP
530
Atwood & Palmer
Missouri
$12.8K – – –
JWA
531
JFS Wealth Advisors
Pennsylvania
$12.3K – – –
AF
532
Allworth Financial
California
$11.9K +$9.76K +76 +447%
VWA
533
Valued Wealth Advisors
Utah
$11.3K – – –
WWM
534
Wolff Wiese Magana
California
$11.3K – – –
SNB
535
Security National Bank
Nebraska
$11.1K -$5.57K -50 -33%
GWP
536
Gen-Wealth Partners
Michigan
$11.1K – – –
WPA
537
West Paces Advisors
Georgia
$11.1K – – –
BCWM
538
Bartlett & Co Wealth Management
Ohio
$11.1K +$11.1K +100 New
OA
539
Operose Advisors
Wisconsin
$10.8K +$10.8K +97 New
TH
540
TCTC Holdings
Texas
$10.5K +$10.5K +94 New
CCA
541
Criterion Capital Advisors
Tennessee
$10.5K – – –
DJSG
542
D.J. St. Germain
Massachusetts
$8.58K – – –
AWM
543
AllSquare Wealth Management
New York
$8.47K – – –
CPG
544
Cornerstone Planning Group
New Jersey
$8.46K – – –
BIA
545
Bell Investment Advisors
California
$8.36K – – –
CAM
546
Creekmur Asset Management
Illinois
$8.35K – – –
CFO
547
CVA Family Office
Colorado
$8.35K – – –
KBFS
548
Kohmann Bosshard Financial Services
Ohio
$8.12K +$8.12K +73 New
BWL
549
Bogart Wealth LLC
Virginia
$7.92K – – –
CA
550
Continuum Advisory
Idaho
$7.58K – – –
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