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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
CFMC
326
Curbstone Financial Management Corp
New Hampshire
$585K -$6.11K -50 -0.9%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$580K
Sumitomo Mitsui Trust Group
328
Sumitomo Mitsui Trust Group
Japan
$579K +$108K +885 +21%
NRD
329
Nebula Research & Development
New York
$573K -$2.25M -18,408 -78%
BPA
330
Beacon Pointe Advisors
California
$563K -$221K -1,812 -26%
WJWM
331
Williams Jones Wealth Management
New York
$563K
BC
332
Bridgefront Capital
Texas
$561K +$615K +5,034 New
CIA
333
Corigliano Investment Advisers
North Carolina
$557K +$611K +5,000 New
PAS
334
Park Avenue Securities
New York
$551K +$200K +1,633 +49%
URS
335
Utah Retirement Systems
Utah
$546K +$12.2K +100 +2%
MP
336
Munro Partners
Australia
$545K +$598K +4,895 New
EF
337
Empowered Funds
Pennsylvania
$539K +$96.3K +788 +19%
ACM
338
Adalta Capital Management
New York
$526K -$24.4K -200 -4%
YMRC
339
Yorktown Management & Research Company
Virginia
$524K
SCM
340
Sterling Capital Management
North Carolina
$513K +$183K +1,496 +48%
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$504K -$1.83K -15 -0.3%
LIP
342
Lighthouse Investment Partners
Florida
$501K +$550K +4,500 New
IWM
343
Iams Wealth Management
Nebraska
$497K +$96.8K +792 +22%
KIA
344
Knollwood Investment Advisory
Maryland
$497K
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
$497K -$9.73M -79,595 -95%
PMAM
346
Penn Mutual Asset Management
Pennsylvania
$496K -$220K -1,800 -29%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$494K +$68.5K +561 +14%
Nisa Investment Advisors
348
Nisa Investment Advisors
Missouri
$487K
CL
349
Choreo LLC
Illinois
$483K +$228K +1,870 +77%
IFU
350
iSAM Funds (UK)
United Kingdom
$481K -$214K -1,752 -29%

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.