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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
CB
426
Commerce Bank
Missouri
$241K
HH
427
Hilltop Holdings
Texas
$240K -$9.65K -79 -4%
SM
428
Sciencast Management
New Jersey
$238K +$261K +2,138 New
TWD
429
True Wealth Design
Ohio
$236K
BHCM
430
Brevan Howard Capital Management
Jersey
$234K -$210K -1,720 -45%
HIMC
431
Heritage Investors Management Corp
Maryland
$234K
AWA
432
Aaron Wealth Advisors
Illinois
$228K +$5.87K +48 +2%
GIA
433
Gateway Investment Advisers
Ohio
$226K
KCP
434
Kera Capital Partners
California
$224K +$246K +2,013 New
LC
435
Lincoln Capital
Nebraska
$218K +$239K +1,953 New
QL
436
Quarry LP
New York
$218K +$206K +1,682 +621%
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$217K -$600K -4,911 -72%
HF
438
HRT Financial
New York
$215K -$4.68M -38,309 -95%
SAM
439
Shell Asset Management
Netherlands
$215K
ET
440
Entropy Technologies
New York
$215K -$253K -2,067 -52%
SSA
441
Schonfeld Strategic Advisors
New York
$213K -$806K -6,597 -78%
ACM
442
AlphaStar Capital Management
North Carolina
$213K -$29.4K -241 -11%
DT
443
Diversified Trust
Tennessee
$210K +$230K +1,882 New
BP
444
Ballentine Partners
Massachusetts
$209K +$229K +1,872 New
CF
445
Centaurus Financial
California
$205K +$40.3K +330 +22%
Jones Financial Companies
446
Jones Financial Companies
Missouri
$203K +$54.7K +448 +33%
CS
447
Cannell & Spears
New York
$201K +$221K +1,808 New
TDC
448
Thompson Davis & Co
Virginia
$201K +$220K +1,801 New
WSFS
449
Wilmington Savings Fund Society
Delaware
$201K -$39K -319 -15%
SG Americas Securities
450
SG Americas Securities
New York
$199K -$47.3K -387 -18%

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.