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BWX Technologies
BWXT

Overview Fund Activity

262 hedge funds and large institutions have $5.33B invested in BWX Technologies in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
76
Reduced
103
Closed
38
Calls
$2.29M
Puts
$620K
Net Calls
+$1.67M
Net Calls Change
+$327K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$35.1M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$20.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$20.3M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$91.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$23.1M
3
TCM
TimesSquare Capital Management
New York
-$17.5M
4
BlackRock
BlackRock
New York
-$14.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
201
Realta Investment Advisors
Delaware
$69K -$31K -580 -31%
EP
202
Elkfork Partners
Oregon
$68K +$68K +1,298 New
DWM
203
Doyle Wealth Management
Florida
$63K +$63K +1,200 New
HNB
204
Huntington National Bank
Ohio
$59K +$19.7K +377 +50%
Victory Capital Management
205
Victory Capital Management
Texas
$56K – – –
TAM
206
Tyers Asset Management
Texas
$49K +$49K +944 New
SF
207
Synovus Financial
Georgia
$48K -$621 -12 -1%
PFO
208
Pathstone Family Office
New Jersey
$47K – – –
Simplex Trading
209
Simplex Trading
Illinois
$43K +$43K +832 New
CFGS
210
Concourse Financial Group Securities
Alabama
$33K -$4.45K -85 -12%
NIT
211
NumerixS Investment Technologies
British Columbia, Canada
$31K +$31K +600 New
AP
212
Advisors Preferred
Maryland
$30K +$30K +582 New
RTC
213
Riverview Trust Company
Washington
$29K – – –
VCM
214
Versant Capital Management
Arizona
$26K -$2.03K -39 -7%
ClearBridge Investments
215
ClearBridge Investments
New York
$26K – – –
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$26K +$10.5K +204 +68%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$23K -$35K -662 -60%
BCA
218
Berman Capital Advisors
Georgia
$20K -$188K -3,814 -90%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
AssetMark Inc
220
AssetMark Inc
California
$17K – – –
QCG
221
Quadrant Capital Group
Ohio
$16K -$92.6K -1,893 -85%
RCAG
222
Rehmann Capital Advisory Group
Michigan
$15.7K +$52 +1 +0.3%
RFA
223
Reilly Financial Advisors
California
$15K – – –
TL
224
TrueWealth LLC
Georgia
$15K +$10.5K +200 +233%
VFA
225
Valeo Financial Advisors
Indiana
$14K -$1.3K -25 -9%
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9
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