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BWX Technologies
BWXT

Overview Fund Activity

427 hedge funds and large institutions have $6.71B invested in BWX Technologies in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 164 reducing their positions, and 33 closing their positions.

Holders
427
Holders Change
+39
Holders Change %
+10.05%
% of All Funds
6.26%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
78
Increased
126
Reduced
164
Closed
33
Calls
$26.8M
Puts
$17.6M
Net Calls
+$9.18M
Net Calls Change
+$19.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
Select Equity Group
2
Select Equity Group
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$49M
4
Fidelity International
4
Fidelity International
Bermuda
$81.6M
5
American Century Companies
5
American Century Companies
Missouri
$24.7M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$200M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$356M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$371M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$19.2M
5
SCM
5
Snyder Capital Management
California
$192M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$725M 9,453,104 +46,601 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$666M 8,677,218 +65,137 +0.8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$371M 4,831,571 -872,221 -15%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$356M 4,634,887 -993,980 -18%
State Street
5
State Street
Massachusetts
$274M 3,575,302 +178,065 +5%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$273M 3,554,806 +6,456 +0.2%
Boston Partners
7
Boston Partners
Massachusetts
$200M 2,611,993 -1,182,346 -31%
SCM
8
Snyder Capital Management
California
$192M 2,432,333 -343,531 -12%
Franklin Resources
9
Franklin Resources
California
$171M 2,227,564 -18,672 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$139M 1,810,200 -74,036 -4%
Morgan Stanley
11
Morgan Stanley
New York
$137M 1,779,570 +986,095 +124%
Invesco
12
Invesco
Georgia
$136M 1,766,546 -260,830 -13%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$134M 1,748,904 +24,740 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$116M 1,515,030 -62,586 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$109M 1,415,623 +48,236 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$104M 1,357,980 +10,068 +0.7%
CB
17
Cooke & Bieler
Pennsylvania
$103M 1,336,320 -165,855 -11%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$97.6M 1,272,584 -47,472 -4%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$88.1M 1,147,542 -208,070 -15%
Fidelity International
20
Fidelity International
Bermuda
$81.6M 1,063,613 +312,105 +42%
Charles Schwab
21
Charles Schwab
California
$80.4M 1,048,456 +7,782 +0.7%
CCM
22
Copeland Capital Management
Pennsylvania
$76M 990,971 -26,506 -3%
FCM
23
Frontier Capital Management
Massachusetts
$74.2M 967,317 +216,525 +29%
Mawer Investment Management
24
Mawer Investment Management
Alberta, Canada
$73.9M 962,721 -23,080 -2%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$69.5M 905,430 +12,593 +1%
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