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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$5.85K +$1.25K +14 +33%
EWA
452
EverSource Wealth Advisors
Alabama
$5.37K -$14K -156 -74%
KFS
453
Kelly Financial Services
Massachusetts
$5.25K
FFO
454
Fortitude Family Office
Arizona
$5.23K
SSB
455
Sandy Spring Bank
Maryland
$5.14K +$4.47K +50 New
MHR
456
Matthew Hamilton Rosenberg
$5.09K
JWM
457
Janiczek Wealth Management
Colorado
$4.82K +$4.21K +47 New
S
458
Sachetta
Massachusetts
$4.6K
CA
459
Continuum Advisory
Idaho
$4.36K +$4.38K +49 New
CA
460
Crewe Advisors
Utah
$4.21K +$3.67K +41 New
CTC
461
Central Trust Company
Missouri
$3.69K -$3.67K -41 -53%
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$3.59K
PPC
463
Park Place Capital
Alabama
$2.87K
AF
464
Allworth Financial
California
$2.57K -$179 -2 -7%
UB
465
UMB Bank
Missouri
$2.57K +$2.24K +25 New
LTI
466
Laffer Tengler Investments
Tennessee
$2.33K +$2.06K +23 New
PTC
467
Private Trust Company
Ohio
$2.05K
HIA
468
Harbor Investment Advisory
Maryland
$1.95K +$1.7K +19 New
SIC
469
SJS Investment Consulting
Ohio
$1.54K
TAM
470
Tucker Asset Management
Colorado
$1.54K +$1.34K +15 New
GWM
471
Geneos Wealth Management
Colorado
$1.33K +$1.16K +13 New
JFA
472
JNBA Financial Advisors
Minnesota
$1.23K
BGAI
473
Bruce G. Allen Investments
Colorado
$1.23K
RAM
474
Riggs Asset Management
Pennsylvania
$1.13K +$984 +11 New
DPW
475
DiNuzzo Private Wealth
Pennsylvania
$719

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.