We are live on ! Find out more
BWXT icon

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
SIS
451
Sound Income Strategies
Florida
$48.6K +$6.06K +61 +16%
LFA
452
LGT Financial Advisors
Texas
$47K -$26.7K -269 -38%
CCA
453
Catalyst Capital Advisors
New York
$40.8K -$8.84K -89 -19%
QCG
454
Quadrant Capital Group
Ohio
$39K +$894 +9 +3%
KFI
455
Key Financial Inc
Pennsylvania
$38.7K
Nomura Asset Management
456
Nomura Asset Management
Japan
$38K
CFGS
457
Concourse Financial Group Securities
Alabama
$36.5K -$2.58K -26 -7%
CA
458
Centerpoint Advisors
Massachusetts
$34K +$16.1K +162 +105%
SL
459
Salomon & Ludwin
Virginia
$33.8K
VSQM
460
V-Square Quantitative Management
Illinois
$31.4K +$28.7K +289 New
HI
461
Harbour Investments
Wisconsin
$31.1K +$23.2K +234 +450%
CA
462
CoreCap Advisors
Michigan
$29.8K
QL
463
Quarry LP
New York
$29.5K +$13K +131 +94%
UB
464
UMB Bank
Missouri
$27.9K +$22.4K +226 +729%
QC
465
Quent Capital
New York
$27.7K +$15.1K +152 +148%
MFC
466
Mechanics Financial Corp
Ohio
$27.2K
SC
467
SouthState Corp
Florida
$27.2K
C
468
Covestor
United Kingdom
$26K -$795 -8 -3%
LC
469
Lindbrook Capital
California
$25.7K -$695 -7 -3%
RA
470
Rise Advisors
New York
$25.6K +$99 +1 +0.4%
SHIM
471
Stone House Investment Management
Pennsylvania
$24.9K +$9.83K +99 +76%
PS
472
Principal Securities
Iowa
$24.5K +$5.17K +52 +30%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$24K
CAL
474
Capital Advisors Ltd
Ohio
$24K
RA
475
Ransom Advisory
Rhode Island
$23.9K

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.