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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
Ameriprise
26
Ameriprise
Minnesota
$75.7M +$13.4M +150,131 +26%
Northern Trust
27
Northern Trust
Illinois
$66.2M -$7.42M -83,000 -11%
CB
28
Cooke & Bieler
Pennsylvania
$60.4M -$66.9M -747,396 -56%
Bank of America
29
Bank of America
North Carolina
$60M -$1.22M -13,584 -2%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$58.6M -$7.09M -79,225 -12%
Select Equity Group
31
Select Equity Group
New York
$57.4M +$1.76M +19,647 +4%
SCM
32
Shapiro Capital Management
Georgia
$57.2M -$11.9M -132,700 -19%
American Century Companies
33
American Century Companies
Missouri
$55M +$19.1M +213,897 +67%
ZIC
34
ZWJ Investment Counsel
Georgia
$52.9M -$2.39M -26,673 -5%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$51.8M -$9.81M -109,689 -18%
FCM
36
Frontier Capital Management
Massachusetts
$51.3M -$41.8M -467,163 -48%
ACA
37
Anchor Capital Advisors
Massachusetts
$48.4M -$17.2M -192,702 -29%
VNIM
38
Vaughan Nelson Investment Management
Texas
$42.1M +$36.7M +410,315 New
HP
39
Harvey Partners
New York
$41.6M -$3.4M -38,000 -9%
Principal Financial Group
40
Principal Financial Group
Iowa
$41.2M +$708K +7,911 +2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$39.9M +$129K +1,446 +0.4%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$39.7M -$6.93M -77,491 -17%
SAM
43
Silvercrest Asset Management
New York
$37.7M +$4.35M +48,610 +15%
RJA
44
Raymond James & Associates
Florida
$37.1M -$668K -7,470 -2%
VanEck Associates
45
VanEck Associates
New York
$36.8M +$15.8M +177,030 +98%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$34.6M +$9.72M +108,641 +48%
N
47
Nuveen
North Carolina
$31.8M -$2.54M -28,439 -8%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$31.5M -$99.2K -1,109 -0.4%
C
49
Chescapmanager
Maryland
$31.4M
NIP
50
Nicholas Investment Partners
California
$31.1M +$1.36M +15,207 +5%

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.