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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 %
S
551
Sachetta
Massachusetts
$7.35K – – –
BAM
552
Bellevue Asset Management
Washington
$7.24K – – –
WA
553
Whipplewood Advisors
Colorado
$7.02K +$7.02K +63 New
CWA
554
Carolina Wealth Advisors
South Carolina
$6.91K – – –
RCA
555
Runnymede Capital Advisors
Ohio
$6.91K +$6.91K +62 New
CWM
556
Centricity Wealth Management
Ohio
$6.8K +$6.8K +61 New
BIG
557
Brooklyn Investment Group
New York
$6.68K +$4.46K +40 +200%
WTC
558
WhitTier Trust Company
Nevada
$6.68K – – –
HIMS
559
Hager Investment Management Services
New Hampshire
$6.68K +$6.68K +60 New
TCOV
560
Trust Company of Vermont
Vermont
$6.46K – – –
NC
561
NewSquare Capital
Pennsylvania
$6.46K +$334 +3 +5%
FFO
562
Fortitude Family Office
Arizona
$5.68K – – –
TAM
563
Tucker Asset Management
Colorado
$5.68K +$1.11K +10 +24%
MHR
564
Matthew Hamilton Rosenberg
$5.57K – – –
PSFG
565
Park Square Financial Group
Georgia
$5.57K +$5.57K +50 New
PFG
566
Putney Financial Group
California
$4.46K +$4.46K +40 New
EWA
567
EverSource Wealth Advisors
Alabama
$4.02K +$1.68K +15 +71%
HWM
568
Hemington Wealth Management
Virginia
$4K +$1.6K +16 +67%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$3.9K – – –
HNW
570
High Note Wealth
Minnesota
$3.41K +$3.41K +31 New
CTA
571
Colonial Trust Advisors
South Carolina
$3.34K -$2.23K -20 -40%
TPCW
572
TD Private Client Wealth
New York
$3.34K +$334 +3 +11%
PPC
573
Park Place Capital
Alabama
$3.12K – – –
MG
574
Mather Group
Illinois
$2.79K +$111 +1 +4%
RIL
575
Rothschild Investment LLC
Illinois
$2.79K +$2.79K +25 New
21 22
23
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