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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
HH
401
Hilltop Holdings
Texas
$243K +$222K +2,237 New
SS
402
Sunbelt Securities
Texas
$240K +$41.9K +422 +24%
QCM
403
QRG Capital Management
Illinois
$240K +$220K +2,211 New
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$240K +$219K +2,207 New
SC
405
Shay Capital
New York
$238K +$217K +2,188 New
SG Americas Securities
406
SG Americas Securities
New York
$236K -$3.62M -36,437 -94%
CB
407
Commerce Bank
Missouri
$235K +$215K +2,163 New
NS
408
NBC Securities
Alabama
$235K -$70.3K -708 -25%
ACM
409
AlphaStar Capital Management
North Carolina
$234K -$53K -534 -20%
CWM
410
Congress Wealth Management
Massachusetts
$231K +$211K +2,124 New
BEI
411
Benjamin Edwards Inc
Missouri
$231K +$106K +1,067 +101%
WSFS
412
Wilmington Savings Fund Society
Delaware
$230K +$210K +2,119 New
TWD
413
True Wealth Design
Ohio
$230K +$1.49K +15 +0.7%
HIMC
414
Heritage Investors Management Corp
Maryland
$229K +$209K +2,104 New
GFP
415
Gryphon Financial Partners
Ohio
$228K -$52.1K -525 -20%
KAS
416
Kestra Advisory Services
Texas
$226K +$207K +2,079 New
GIA
417
Gateway Investment Advisers
Ohio
$221K +$202K +2,033 New
P
418
&Partners
Tennessee
$220K +$201K +2,025 New
EH
419
Equitable Holdings
New York
$219K +$200K +2,015 New
AWA
420
Aaron Wealth Advisors
Illinois
$218K +$199K +2,003 New
NL
421
NKCFO LLC
Illinois
$217K +$199K +2,000 New
SAM
422
Shell Asset Management
Netherlands
$210K +$192K +1,931 New
HSBC Holdings
423
HSBC Holdings
United Kingdom
$206K -$311K -3,131 -62%
VI
424
Vestcor Inc
New Brunswick, Canada
$178K -$776K -7,809 -83%
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$172K +$14.4K +145 +10%

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.