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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
HNB
451
Huntington National Bank
Ohio
$183K +$24.6K +201 +14%
GI
452
GAMMA Investing
California
$183K +$84.3K +690 +72%
PA
453
Parallel Advisors
California
$170K +$29K +237 +18%
1L
454
10Elms LLP
Oklahoma
$168K +$184K +1,506 New
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$167K +$128K +1,049 +234%
VCM
456
Versant Capital Management
Arizona
$136K +$6.96K +57 +5%
FHA
457
First Horizon Advisors
Tennessee
$130K -$19.8K -162 -12%
GWM
458
Geneos Wealth Management
Colorado
$126K +$3.18K +26 +2%
SFGP
459
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$124K +$136K +1,117 New
HFM
460
Harvest Fund Management
China
$116K +$127K +1,041 New
OC
461
Oakworth Capital
Alabama
$112K
CAM
462
Clio Asset Management
Virginia
$111K +$122K +1,000 New
IWA
463
Icon Wealth Advisors
Texas
$101K +$110K +903 New
HT
464
Headlands Technologies
Illinois
$98.6K -$207K -1,696 -66%
CA
465
CoreCap Advisors
Michigan
$97.7K +$73.7K +603 +220%
NA
466
NewEdge Advisors
Louisiana
$95.7K +$6.35K +52 +6%
AAP
467
Arax Advisory Partners
Colorado
$95.6K +$5.01K +41 +5%
AIP
468
Arrowpoint Investment Partners
Singapore
$95.3K +$105K +856 New
Amundi
469
Amundi
France
$87.4K +$93.2K +763 New
AF
470
Advisornet Financial
Minnesota
$86.8K +$12.7K +104 +15%
CIAM
471
Caitong International Asset Management
Hong Kong
$86.1K +$94.5K +773 New
HMS
472
Hanseatic Management Services
New Mexico
$76.3K +$83.7K +685 New
TWC
473
TD Waterhouse Canada
Ontario, Canada
$72.3K
AS
474
Altshuler Shaham
Israel
$69.7K +$76.5K +626 New
RS
475
R Squared
Hong Kong
$67.9K +$74.5K +610 New

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.