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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
HAG
326
HighPoint Advisor Group
Illinois
$299K -$143K -1,597 -32%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$289K
HKAM
328
Horizon Kinetics Asset Management
New York
$286K -$15.7K -175 -6%
AC
329
Avestar Capital
New York
$283K -$101K -1,124 -29%
KeyBank National Association
330
KeyBank National Association
Ohio
$282K +$4.12K +46 +2%
AAS
331
Avantax Advisory Services
Texas
$281K +$245K +2,736 New
GFP
332
Gryphon Financial Partners
Ohio
$277K -$152K -1,702 -39%
KPWS
333
Kestra Private Wealth Services
Texas
$275K +$239K +2,677 New
BBHC
334
Brown Brothers Harriman & Co
New York
$275K
CIA
335
Concurrent Investment Advisors
Florida
$271K +$236K +2,636 New
MI
336
Moneywise Inc
Virginia
$269K
BMWM
337
Brown Miller Wealth Management
Virginia
$258K +$225K +2,516 New
TRCT
338
Tower Research Capital (TRC)
New York
$257K -$694K -7,761 -76%
Sumitomo Mitsui Trust Group
339
Sumitomo Mitsui Trust Group
Japan
$255K +$222K +2,486 New
Two Sigma Investments
340
Two Sigma Investments
New York
$253K -$2M -22,339 -90%
HIG
341
Heritage Investment Group
Florida
$246K +$215K +2,400 New
FFP
342
FourThought Financial Partners
Florida
$244K +$213K +2,382 New
LNC
343
Lincoln National Corp
Pennsylvania
$241K +$210K +2,345 New
MYAM
344
Meiji Yasuda Asset Management
Japan
$241K +$210K +2,344 New
HW
345
Hancock Whitney
Mississippi
$236K -$95.8K -1,071 -32%
EF
346
Empowered Funds
Pennsylvania
$234K +$204K +2,285 New
PFA
347
Petra Financial Advisors
Colorado
$233K +$206K +2,298 New
BPA
348
Beacon Pointe Advisors
California
$229K +$200K +2,231 New
IAP
349
Indie Asset Partners
Indiana
$229K +$199K +2,228 New
CASC
350
Coppell Advisory Solutions Corp
Texas
$228K +$199K +2,222 New

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.