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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
PWW
376
Pettyjohn Wood & White
Virginia
$391K
CFIA
377
Cantor Fitzgerald Investment Advisors
New York
$391K -$1.12M -9,162 -72%
NIM
378
NEOS Investment Management
Connecticut
$388K +$425K +3,480 New
AIM
379
Aigen Investment Management
New York
$387K +$122K +995 +40%
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
$387K +$425K +3,476 New
SCM
381
Shelton Capital Management
Colorado
$384K -$20K -164 -5%
CIAS
382
Capital Investment Advisory Services
North Carolina
$380K +$417K +3,415 New
P
383
Pitcairn
Pennsylvania
$380K -$45K -368 -10%
IA
384
IFP Advisors
Florida
$374K +$10.1K +83 +3%
CA
385
Clearstead Advisors
Ohio
$366K -$68.2K -558 -15%
1C
386
111 Capital
France
$364K +$400K +3,272 New
TE
387
Tema ETFs
New York
$362K +$397K +3,248 New
GC
388
Guggenheim Capital
Illinois
$353K +$387K +3,166 New
DWP
389
Daymark Wealth Partners
Ohio
$345K -$4.03K -33 -1%
KeyBank National Association
390
KeyBank National Association
Ohio
$343K -$3.91K -32 -1%
PCS
391
Personal CFO Solutions
New Jersey
$339K -$18.6K -152 -5%
OA
392
Oak Associates
Ohio
$334K
BCM
393
Brookmont Capital Management
Texas
$333K -$61.2K -501 -14%
DAS
394
Diversify Advisory Services
Utah
$325K +$347K +2,836 New
CCM
395
Coldstream Capital Management
Washington
$319K +$37K +303 +12%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$318K -$14.5K -119 -4%
Mercer Global Advisors
397
Mercer Global Advisors
Colorado
$317K -$494K -4,046 -59%
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$313K +$17.1K +140 +5%
MAM
399
Martingale Asset Management
Massachusetts
$312K -$41.1K -336 -11%
BBHC
400
Brown Brothers Harriman & Co
New York
$309K +$7.94K +65 +2%

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.