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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
VWM
301
Venturi Wealth Management
Texas
$794K +$94.2K +771 +12%
AAS
302
Avantax Advisory Services
Texas
$779K -$7.58K -62 -0.9%
SRA
303
Secured Retirement Advisors
Minnesota
$777K +$852K +6,973 New
SAM
304
Securian Asset Management
Minnesota
$770K -$23.8K -195 -3%
AAM
305
Advisors Asset Management
Colorado
$739K -$5.13K -42 -0.6%
CFG
306
Cooper Financial Group
California
$737K +$809K +6,620 New
FRM
307
Fox Run Management
Connecticut
$732K -$346K -2,831 -30%
ATC
308
Argent Trust Co
Tennessee
$712K
TRCT
309
Tower Research Capital (TRC)
New York
$697K +$211K +1,724 +38%
FB
310
Fulton Bank
Pennsylvania
$697K -$76.9K -629 -9%
CCC
311
Chesapeake Capital Corp
Florida
$676K
CFO
312
Callan Family Office
Pennsylvania
$671K +$736K +6,022 New
AI
313
Atria Investments
North Carolina
$670K +$28.3K +232 +4%
MML Investors Services
314
MML Investors Services
Massachusetts
$639K +$125K +1,019 +22%
GCP
315
GSA Capital Partners
United Kingdom
$637K +$699K +5,722 New
BOC
316
Barbara Oil Co
Illinois
$635K +$696K +5,700 New
KTA
317
Keeley-Teton Advisors
Illinois
$631K -$985K -8,065 -59%
CGH
318
Crossmark Global Holdings
Texas
$626K +$1.83K +15 +0.3%
MAP
319
Moody Aldrich Partners
Massachusetts
$600K -$177K -1,448 -21%
JF
320
Jump Financial
Illinois
$599K +$274K +2,242 +71%
Man Group
321
Man Group
United Kingdom
$599K -$1.27M -10,393 -66%
BFM
322
Boothbay Fund Management
New York
$594K -$460K -3,765 -41%
CIA
323
Concurrent Investment Advisors
Florida
$590K +$44.5K +364 +7%
A
324
AlphaQuest
New York
$587K -$514K -4,207 -44%
OHWA
325
Oak Hill Wealth Advisors
Virginia
$585K +$641K +5,250 New

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.