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BWX Technologies

596 hedge funds and large institutions have $9.38B invested in BWX Technologies in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 220 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $107M | Put options by funds: $36.4M

96% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 177

9% more funds holding

Funds holding: 548596 (+48)

5.41% more ownership

Funds ownership: 91.12%96.53% (+5.4%)

3% more capital invested

Capital invested by funds: $9.08B → $9.38B (+$296M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
596
Holders Change
+48
Holders Change %
+8.76%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
110
Increased
220
Reduced
177
Closed
56
Calls
$107M
Puts
$36.4M
Net Calls
+$70.6M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gotham Asset Management
New York
$2.16M -$272K -2,227 -10%
AWS
227
Arkfeld Wealth Strategies
Nebraska
$2.15M +$122K +1,002 +6%
QC
228
Quadrature Capital
United Kingdom
$2.09M +$1.79M +14,609 +353%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$2.07M +$855 +7 +0%
MMA
230
Miracle Mile Advisors
California
$2.06M +$6.6K +54 +0.3%
AIP
231
Ameritas Investment Partners
Nebraska
$2.04M -$53.8K -440 -2%
NMERB
232
New Mexico Educational Retirement Board
New Mexico
$2.04M
SF
233
Synovus Financial
Georgia
$2.04M -$484K -3,964 -18%
GH
234
GAM Holding
Switzerland
$2M -$136K -1,115 -6%
HA
235
Heartland Advisors
Wisconsin
$2M -$137K -1,119 -6%
FFG
236
Floyd Financial Group
Missouri
$1.98M +$2.11M +17,306 New
PA
237
PFG Advisors
Arizona
$1.95M +$874K +7,154 +69%
BAM
238
Bullseye Asset Management
Colorado
$1.95M -$20.6K -169 -1%
N
239
Natixis
France
$1.92M -$333K -2,722 -14%
Pacer Advisors
240
Pacer Advisors
Pennsylvania
$1.89M +$444K +3,633 +27%
Cerity Partners
241
Cerity Partners
New York
$1.87M -$565K -4,626 -21%
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$1.85M +$46.6K +381 +2%
SI
243
Stephens Inc
Arkansas
$1.84M +$256K +2,097 +15%
VIM
244
VELA Investment Management
Ohio
$1.83M -$1.33M -10,908 -40%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$1.81M +$3.18K +26 +0.2%
MCI
246
MRP Capital Investments
Georgia
$1.79M -$12.2K -100 -0.6%
HighTower Advisors
247
HighTower Advisors
Illinois
$1.78M +$182K +1,493 +10%
OTL
248
Oak Thistle LLC
New York
$1.76M +$1.93M +15,831 New
TIP
249
Torray Investment Partners
Maryland
$1.69M -$245K -2,008 -12%
ACM
250
Aquatic Capital Management
Illinois
$1.69M +$9.41K +77 +0.5%

BWXT Hedge Fund Activity: Q4 2024 in Review

596 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2024, worth a combined $9.38B — up 3.3% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BWXT positions and 56 closed out — a net gain of 54 holders — while 220 added to existing stakes and 177 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $542M. The largest seller was William Blair Investment Management, cutting an estimated $222M.

  • 596 institutional investors held BWX Technologies (BWXT) as of Q4 2024, up from 548 in Q3 2024.
  • Funds reported $9.38B of BWX Technologies stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 110 funds opened new BWX Technologies positions in Q4 2024 and 56 closed out, a net change of +54 holders.
  • The largest BWX Technologies buyer in Q4 2024 was Demars Financial Group, an estimated $542M added.
  • The largest BWX Technologies seller in Q4 2024 was William Blair Investment Management, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2024.