We are live on ! Find out more
BWXT icon

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
WC
376
Wexford Capital
Florida
$320K +$15.7K +158 +6%
SIM
377
Stratos Investment Management
Ohio
$303K +$596 +6 +0.2%
BBHC
378
Brown Brothers Harriman & Co
New York
$294K +$2.88K +29 +1%
MCM
379
MAI Capital Management
Ohio
$294K -$17.6K -177 -6%
VI
380
Versor Investments
New York
$293K -$69.5K -700 -21%
HKAM
381
Horizon Kinetics Asset Management
New York
$292K -$6.56K -66 -2%
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$290K +$8.64K +87 +3%
PA
383
Profund Advisors
Maryland
$287K -$1.39K -14 -0.5%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$283K +$124K +1,252 +93%
MI
385
Moneywise Inc
Virginia
$281K
CCM
386
Coldstream Capital Management
Washington
$281K +$42.8K +431 +20%
HT
387
Headlands Technologies
Illinois
$281K +$252K +2,533 +5,277%
KBC Group
388
KBC Group
Belgium
$275K +$24.7K +249 +11%
SCP
389
Stamos Capital Partners
California
$274K -$601K -6,050 -71%
BMWM
390
Brown Miller Wealth Management
Virginia
$273K
CL
391
Choreo LLC
Illinois
$273K +$242K +2,441 New
IAP
392
Indie Asset Partners
Indiana
$271K -$9.54K -96 -4%
AIM
393
Aigen Investment Management
New York
$270K +$246K +2,481 New
BFA
394
Beacon Financial Advisory
Ohio
$268K +$5.96K +60 +2%
HW
395
Hancock Whitney
Mississippi
$265K +$13.2K +133 +6%
HIG
396
Heritage Investment Group
Florida
$261K
OAC
397
OMERS Administration Corp
Ontario, Canada
$261K +$238K +2,400 New
RJT
398
Raymond James Trust
Florida
$258K +$1.79K +18 +0.8%
CT
399
ClearAlpha Technologies
Connecticut
$255K +$233K +2,343 New
MYAM
400
Meiji Yasuda Asset Management
Japan
$244K -$5.36K -54 -2%

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.