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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
HCM
251
Hilton Capital Management
New York
$1.68M -$675K -5,528 -27%
Group One Trading
252
Group One Trading
Illinois
$1.67M +$1.45M +11,846 +374%
Brown Advisory
253
Brown Advisory
Maryland
$1.64M +$7.45K +61 +0.4%
CCP
254
Clough Capital Partners
Massachusetts
$1.6M +$1.76M +14,383 New
IMRF
255
Illinois Municipal Retirement Fund
Illinois
$1.56M -$482K -3,941 -22%
Simplex Trading
256
Simplex Trading
Illinois
$1.53M -$1.61M -13,187 -49%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$1.52M +$60.9K +498 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
258
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.51M +$974K +7,970 +142%
Mitsubishi UFJ Asset Management
259
Mitsubishi UFJ Asset Management
Japan
$1.51M +$107K +874 +7%
Pictet Asset Management
260
Pictet Asset Management
Switzerland
$1.51M +$181K +1,478 +12%
FSA
261
Financial Sense Advisors
California
$1.47M +$381K +3,118 +31%
Walleye Capital
262
Walleye Capital
New York
$1.46M -$66.8K -547 -4%
Mariner
263
Mariner
Kansas
$1.45M +$75.6K +619 +5%
IIM
264
INTECH Investment Management
Florida
$1.45M +$1.59M +13,025 New
Walleye Trading
265
Walleye Trading
New York
$1.44M +$1.58M +12,911 New
BFM
266
Boston Financial Management
Massachusetts
$1.43M -$120K -981 -7%
Squarepoint
267
Squarepoint
New York
$1.41M -$12M -98,561 -89%
Nomura Holdings
268
Nomura Holdings
Japan
$1.35M +$1.48M +12,134 New
HWAM
269
Hennion & Walsh Asset Management
New Jersey
$1.35M +$390K +3,192 +36%
X
270
Xponance
Pennsylvania
$1.34M +$60.2K +493 +4%
RHJA
271
Rice Hall James & Associates
California
$1.33M -$4.64K -38 -0.3%
FM
272
Freemont Management
Switzerland
$1.31M
CM
273
CastleKnight Management
New York
$1.29M -$305K -2,500 -18%
VC
274
Veracity Capital
Georgia
$1.21M +$122K +999 +10%
Truist Financial
275
Truist Financial
North Carolina
$1.19M +$158K +1,289 +14%

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.