We are live on ! Find out more
BWXT icon

BWX Technologies

481 hedge funds and large institutions have $8.65B invested in BWX Technologies in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $8.05M

167% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more capital invested

Capital invested by funds: $6.71B → $8.65B (+$1.94B)

12% more funds holding

Funds holding: 428481 (+53)

3.11% less ownership

Funds ownership: 95.46%92.35% (-3.1%)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 187

Holders
481
Holders Change
+53
Holders Change %
+12.38%
% of All Funds
6.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
88
Increased
139
Reduced
187
Closed
33
Calls
$41.2M
Puts
$8.05M
Net Calls
+$33.1M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
301
Mesirow Financial Investment Management
Illinois
$414K +$5.72K +64 +2%
PCS
302
Personal CFO Solutions
New Jersey
$414K -$76.4K -854 -17%
SCM
303
Shelton Capital Management
Colorado
$405K
OTL
304
Oak Thistle LLC
New York
$397K +$346K +3,869 New
ARC
305
Advisor Resource Council
Texas
$392K -$519K -5,803 -53%
AP
306
Advisors Preferred
Maryland
$391K -$153K -1,712 -31%
BFM
307
Boothbay Fund Management
New York
$391K +$341K +3,814 New
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
$390K -$114K -1,276 -25%
NWMG
309
National Wealth Management Group
Ohio
$382K +$333K +3,722 New
ACM
310
Aquatic Capital Management
Illinois
$380K -$322K -3,600 -49%
IA
311
IFP Advisors
Florida
$375K -$2.15K -24 -0.7%
First Manhattan
312
First Manhattan
New York
$374K +$326K +3,640 New
PA
313
Profund Advisors
Maryland
$371K +$58K +648 +22%
PWW
314
Pettyjohn Wood & White
Virginia
$360K
UFF
315
USA Financial Formulas
Michigan
$342K -$28.1K -314 -9%
FEM
316
Fulcrum Equity Management
Texas
$339K +$3.94K +44 +1%
BCM
317
Brookmont Capital Management
Texas
$336K +$27K +302 +10%
AT
318
Arden Trust
Delaware
$331K -$17K -190 -6%
ACM
319
AlphaStar Capital Management
North Carolina
$326K -$227K -2,543 -44%
WSTAM
320
Wilbanks Smith & Thomas Asset Management
Virginia
$320K -$19.7K -220 -7%
MCM
321
MAI Capital Management
Ohio
$320K -$18.2K -203 -6%
MAM
322
Martingale Asset Management
Massachusetts
$316K -$16.9K -189 -6%
ISL
323
Ingalls & Snyder LLC
New York
$312K
ATC
324
Argent Trust Co
Tennessee
$301K
A
325
AlphaQuest
New York
$300K +$168K +1,883 +181%

BWXT Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2024, worth a combined $8.65B — up 29% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new BWXT positions and 33 closed out — a net gain of 55 holders — while 139 added to existing stakes and 187 trimmed.

The largest buyer was Bessemer Group, adding an estimated $74M. The largest seller was Morgan Stanley, cutting an estimated $83.9M.

  • 481 institutional investors held BWX Technologies (BWXT) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $8.65B of BWX Technologies stock for Q1 2024, up 29% quarter-over-quarter.
  • 88 funds opened new BWX Technologies positions in Q1 2024 and 33 closed out, a net change of +55 holders.
  • The largest BWX Technologies buyer in Q1 2024 was Bessemer Group, an estimated $74M added.
  • The largest BWX Technologies seller in Q1 2024 was Morgan Stanley, an estimated $83.9M sold.

Based on aggregated 13F filings for Q1 2024.