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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
VFA
351
Valeo Financial Advisors
Indiana
$226K +$215K +2,400 New
CCM
352
Coldstream Capital Management
Washington
$223K +$194K +2,172 New
GIA
353
Gateway Investment Advisers
Ohio
$216K +$188K +2,103 New
TWD
354
True Wealth Design
Ohio
$216K
XT
355
XTX Topco
Cayman Islands
$214K -$627K -7,008 -77%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$211K +$186K +2,074 New
NRD
357
Nebula Research & Development
New York
$207K +$180K +2,017 New
DC
358
Davenport & Co
Virginia
$203K +$177K +1,975 New
SS
359
Sunbelt Securities
Texas
$198K -$89 -1 -0.1%
Allspring Global Investments
360
Allspring Global Investments
North Carolina
$197K -$145K -1,624 -46%
KBC Group
361
KBC Group
Belgium
$196K +$17.7K +198 +12%
ACM
362
Adalta Capital Management
New York
$195K -$53.7K -600 -24%
LFA
363
LGT Financial Advisors
Texas
$185K -$63.2K -707 -28%
HFM
364
Harvest Fund Management
China
$177K +$81K +905 +110%
Walleye Trading
365
Walleye Trading
New York
$171K +$149K +1,668 New
NS
366
NBC Securities
Alabama
$163K -$86.3K -965 -38%
LSA
367
Leonteq Securities AG
Switzerland
$151K +$117K +1,307 +797%
FHA
368
First Horizon Advisors
Tennessee
$150K -$12K -134 -8%
HNB
369
Huntington National Bank
Ohio
$148K
CI Investments Inc
370
CI Investments Inc
Ontario, Canada
$147K +$19.7K +220 +18%
C
371
Covestor
United Kingdom
$140K +$3.22K +36 +3%
EIM
372
Essex Investment Management
Massachusetts
$134K -$46.9K -524 -29%
SAM
373
Shell Asset Management
Netherlands
$129K +$121K +1,356 New
PA
374
Parallel Advisors
California
$125K +$4.83K +54 +5%
1832 Asset Management
375
1832 Asset Management
Ontario, Canada
$123K +$107K +1,200 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.