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BWX Technologies

548 hedge funds and large institutions have $9.08B invested in BWX Technologies in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 158 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $70.9M | Put options by funds: $12.4M

166% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 35

34% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 158

13% more capital invested

Capital invested by funds: $8.03B → $9.08B (+$1.05B)

10% more funds holding

Funds holding: 496548 (+52)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.31% less ownership

Funds ownership: 92.43%91.12% (-1.3%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
211
Reduced
158
Closed
35
Calls
$70.9M
Puts
$12.4M
Net Calls
+$58.5M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$1.01M -$180K -1,814 -16%
KPPF
277
Klein Pavlis & Peasley Financial
California
$1M +$7.15K +72 +0.8%
BFM
278
Boothbay Fund Management
New York
$989K +$904K +9,098 New
HWAM
279
Hennion & Walsh Asset Management
New Jersey
$969K +$152K +1,529 +21%
LWAM
280
Legacy Wealth Asset Management
Minnesota
$930K -$1.29K -13 -0.2%
SSA
281
Schonfeld Strategic Advisors
New York
$925K +$845K +8,511 New
Osaic Holdings
282
Osaic Holdings
Arizona
$918K -$91.4K -920 -10%
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$879K -$102K -1,027 -11%
QCM
284
Qsemble Capital Management
New York
$843K +$770K +7,752 New
OAM
285
Oppenheimer Asset Management
New York
$828K -$67.5K -680 -8%
TCM
286
Teza Capital Management
Illinois
$826K +$437K +4,396 +137%
NSEDCP
287
NJ State Employees Deferred Compensation Plan
New Jersey
$815K
MIM
288
Merrion Investment Management
New Jersey
$811K +$1.49K +15 +0.2%
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$791K +$22.3K +225 +3%
SAM
290
Securian Asset Management
Minnesota
$773K -$18.1K -182 -2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$770K +$685K +6,892 New
AAS
292
Avantax Advisory Services
Texas
$767K -$40.6K -409 -5%
PD
293
Point72 (DIFC)
United Arab Emirates
$759K +$694K +6,986 New
FB
294
Fulton Bank
Pennsylvania
$748K -$27.6K -278 -4%
Creative Planning
295
Creative Planning
Kansas
$747K -$44.9K -452 -6%
BPA
296
Beacon Pointe Advisors
California
$747K -$31.5K -317 -4%
MAP
297
Moody Aldrich Partners
Massachusetts
$743K -$596 -6 -0.1%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$740K +$488K +4,911 +259%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$734K +$158K +1,586 +31%
AAM
300
Advisors Asset Management
Colorado
$725K +$63.3K +637 +11%

BWXT Hedge Fund Activity: Q3 2024 in Review

548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2024, worth a combined $9.08B — up 13% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BWXT positions and 35 closed out — a net gain of 58 holders — while 211 added to existing stakes and 158 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $36.5M. The largest seller was Fidelity International, cutting an estimated $97.9M.

  • 548 institutional investors held BWX Technologies (BWXT) as of Q3 2024, up from 496 in Q2 2024.
  • Funds reported $9.08B of BWX Technologies stock for Q3 2024, up 13% quarter-over-quarter.
  • 93 funds opened new BWX Technologies positions in Q3 2024 and 35 closed out, a net change of +58 holders.
  • The largest BWX Technologies buyer in Q3 2024 was First Trust Advisors, an estimated $36.5M added.
  • The largest BWX Technologies seller in Q3 2024 was Fidelity International, an estimated $97.9M sold.

Based on aggregated 13F filings for Q3 2024.