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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
MCM
401
MAI Capital Management
Ohio
$304K +$3.54K +29 +1%
HKAM
402
Horizon Kinetics Asset Management
New York
$300K
KAS
403
Kestra Advisory Services
Texas
$293K +$67.4K +552 +27%
AGDI
404
Absolute Gestao de Investimentos
Brazil
$292K +$321K +2,625 New
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$291K +$489 +4 +0.2%
MI
406
Moneywise Inc
Virginia
$288K
IF
407
Intrua Financial
Texas
$281K +$309K +2,526 New
BMWM
408
Brown Miller Wealth Management
Virginia
$280K
VI
409
Vestcor Inc
New Brunswick, Canada
$279K +$106K +866 +53%
IAP
410
Indie Asset Partners
Indiana
$278K +$489 +4 +0.2%
MAM
411
Morse Asset Management
Connecticut
$276K +$199K +1,625 +191%
BFA
412
Beacon Financial Advisory
Ohio
$275K
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$273K +$29.9K +245 +11%
HIG
414
Heritage Investment Group
Florida
$267K
FFP
415
FourThought Financial Partners
Florida
$265K +$291K +2,382 New
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$263K +$95.3K +780 +49%
DFCM
417
Dark Forest Capital Management
Puerto Rico
$261K -$163K -1,334 -36%
ECM
418
Evergreen Capital Management
Washington
$259K +$284K +2,321 New
HCA
419
Harbour Capital Advisors
Virginia
$258K +$278K +2,275 New
HW
420
Hancock Whitney
Mississippi
$256K -$16.5K -135 -6%
PA
421
Profund Advisors
Maryland
$252K -$45.2K -370 -14%
WC
422
Wexford Capital
Florida
$251K -$84.1K -688 -23%
MYAM
423
Meiji Yasuda Asset Management
Japan
$251K
CWM
424
Congress Wealth Management
Massachusetts
$251K +$15.3K +125 +6%
SS
425
Sunbelt Securities
Texas
$248K -$489 -4 -0.2%

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.