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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
PS
426
Principal Securities
Iowa
$15.6K -$5.28K -59 -28%
PCM
427
Peregrine Capital Management
Minnesota
$15.4K -$13.4K -150 -50%
SNB
428
Security National Bank
Nebraska
$15.4K
CT
429
Colonial Trust
South Carolina
$14.6K
CCA
430
Criterion Capital Advisors
Tennessee
$14.4K -$4.29K -48 -26%
IFAM
431
Institutional & Family Asset Management
Colorado
$11.8K -$268 -3 -3%
WIA
432
Wetzel Investment Advisors
Indiana
$11.4K -$2.86K -32 -21%
JWA
433
JFS Wealth Advisors
Pennsylvania
$11.2K -$268 -3 -3%
VWA
434
Valued Wealth Advisors
Utah
$10.5K
RS
435
Rakuten Securities
Japan
$10.3K -$89 -1 -1%
WPA
436
West Paces Advisors
Georgia
$10.3K
DJSG
437
D.J. St. Germain
Massachusetts
$10.3K +$8.95K +100 New
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K +$8.95K +100 New
NIC
439
Northwest Investment Counselors
Oregon
$10.3K +$8.95K +100 New
NC
440
NewSquare Capital
Pennsylvania
$8.21K -$4.92K -55 -41%
FFA
441
Farther Finance Advisors
California
$7.95K +$447 +5 +7%
AWM
442
AllSquare Wealth Management
New York
$7.8K
BIA
443
Bell Investment Advisors
California
$7.7K
CFO
444
CVA Family Office
Colorado
$7.7K
CPG
445
Cornerstone Planning Group
New Jersey
$7.34K +$89 +1 +1%
LI
446
LRI Investments
Florida
$6.77K +$5.9K +66 New
BAM
447
Bellevue Asset Management
Washington
$6.67K
CWA
448
Carolina Wealth Advisors
South Carolina
$6.36K +$5.55K +62 New
BWL
449
Bogart Wealth LLC
Virginia
$6.05K
PIC
450
Portland Investment Counsel
Ontario, Canada
$5.88K +$179K +2,000 New

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.