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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
AIM
401
Arcadia Investment Management
Michigan
$32.3K
Walleye Capital
402
Walleye Capital
New York
$31.9K -$359K -4,013 -93%
SL
403
Salomon & Ludwin
Virginia
$31.9K
QCG
404
Quadrant Capital Group
Ohio
$31.7K +$2.15K +24 +8%
CA
405
Clearstead Advisors
Ohio
$29.3K
CA
406
CoreCap Advisors
Michigan
$28.1K +$24.5K +274 New
GI
407
GAMMA Investing
California
$27.7K +$10.6K +118 +78%
GRP
408
Global Retirement Partners
California
$27.2K
Jones Financial Companies
409
Jones Financial Companies
Missouri
$27K +$22.2K +248 +1,653%
QC
410
Quent Capital
New York
$26.1K +$13.5K +151 +147%
SC
411
SouthState Corp
Florida
$25.7K
RA
412
Rise Advisors
New York
$24.1K +$21K +235 New
WTC
413
WhitTier Trust Company
Nevada
$23.5K
HGERS
414
Householder Group Estate & Retirement Specialist
Arizona
$23.2K +$447 +5 +2%
CAL
415
Capital Advisors Ltd
Ohio
$23K
CIAS
416
CBIZ Investment Advisory Services
Ohio
$22.9K +$19.9K +223 New
PFBT
417
Parkside Financial Bank & Trust
Missouri
$22.9K
PP
418
PFS Partners
New Jersey
$22.3K
LC
419
Lindbrook Capital
California
$22K +$4.56K +51 +31%
HCM
420
Hollencrest Capital Management
California
$21.3K
MSFP
421
Mark Sheptoff Financial Planning
Connecticut
$20.5K +$17.9K +200 New
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$18.9K +$12.5K +140 +200%
WTA
423
Washington Trust Advisors
Massachusetts
$17.5K
ST
424
Smithfield Trust
Pennsylvania
$17K
CA
425
Centerpoint Advisors
Massachusetts
$16K -$6.71K -75 -33%

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.