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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
VPIM
301
Vanguard Personalized Indexing Management
California
$718K +$78K +785 +13%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$709K +$57.2K +576 +10%
I
303
InceptionR
California
$701K +$641K +6,450 New
ATC
304
Argent Trust Co
Tennessee
$695K +$344K +3,466 +118%
VWM
305
Venturi Wealth Management
Texas
$691K +$46.3K +466 +8%
PMAM
306
Penn Mutual Asset Management
Pennsylvania
$679K
Allianz Asset Management
307
Allianz Asset Management
Germany
$660K +$80K +805 +15%
IFU
308
iSAM Funds (UK)
United Kingdom
$659K +$603K +6,067 New
CCC
309
Chesapeake Capital Corp
Florida
$659K +$135K +1,364 +29%
AI
310
Atria Investments
North Carolina
$628K -$168K -1,694 -23%
PAS
311
Point72 Asia (Singapore)
Singapore
$613K +$560K +5,637 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$612K -$631K -6,351 -53%
CGH
313
Crossmark Global Holdings
Texas
$609K +$84.6K +852 +18%
CFMC
314
Curbstone Financial Management Corp
New Hampshire
$576K -$482K -4,850 -48%
SIA
315
Sit Investment Associates
Minnesota
$571K +$521K +5,250 New
MSRPS
316
Maryland State Retirement & Pension System
Maryland
$566K -$175K -1,760 -25%
WJWM
317
Williams Jones Wealth Management
New York
$550K
CCM
318
Connective Capital Management
California
$548K +$447K +4,502 New
ARC
319
Advisor Resource Council
Texas
$537K +$491K +4,944 New
CIA
320
Concurrent Investment Advisors
Florida
$536K +$180K +1,810 +58%
ACM
321
Adalta Capital Management
New York
$535K +$234K +2,353 +92%
VF
322
Virtu Financial
New York
$529K +$484K +4,871 New
URS
323
Utah Retirement Systems
Utah
$522K
MML Investors Services
324
MML Investors Services
Massachusetts
$512K +$4.67K +47 +1%
YMRC
325
Yorktown Management & Research Company
Virginia
$511K +$467K +4,700 New

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.