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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
Northern Trust
26
Northern Trust
Illinois
$78.2M -$1.3M -13,041 -2%
CCM
27
Copeland Capital Management
Pennsylvania
$77.4M +$568K +5,723 +0.8%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$76.6M +$12.1M +121,323 +21%
Bank of America
29
Bank of America
North Carolina
$76.3M +$7.37M +74,156 +12%
First Trust Advisors
30
First Trust Advisors
Illinois
$73.6M +$36.5M +367,416 +119%
Fidelity International
31
Fidelity International
Bermuda
$66.7M -$97.9M -985,248 -62%
Millennium Management
32
Millennium Management
New York
$62.4M +$26.5M +266,598 +87%
FCM
33
Frontier Capital Management
Massachusetts
$58.4M +$5.25M +52,866 +11%
SCM
34
Shapiro Capital Management
Georgia
$57M -$2.73M -27,451 -5%
ZIC
35
ZWJ Investment Counsel
Georgia
$56.3M +$45.3K +456 +0.1%
Citadel Advisors
36
Citadel Advisors
Florida
$56.2M +$23.6M +237,794 +85%
Select Equity Group
37
Select Equity Group
New York
$53.8M -$22.2M -223,040 -31%
VNIM
38
Vaughan Nelson Investment Management
Texas
$51.2M +$3.7M +37,250 +9%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$46M -$7.54M -75,923 -15%
HP
40
Harvey Partners
New York
$44.3M +$2.23M +22,500 +6%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$43.4M -$313K -3,153 -0.8%
RJA
42
Raymond James & Associates
Florida
$43.2M +$2.38M +23,964 +6%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$42M -$50.7K -510 -0.1%
Jennison Associates
44
Jennison Associates
New York
$40.6M -$4.85M -48,847 -12%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$40.4M +$27.2M +273,753 +279%
ACA
46
Anchor Capital Advisors
Massachusetts
$39.8M -$876K -8,819 -2%
BIM
47
Bridges Investment Management
Nebraska
$39.5M +$378K +3,803 +1%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$37.1M -$59K -594 -0.2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$36.2M -$724K -7,293 -2%
SAM
50
Silvercrest Asset Management
New York
$35.6M +$277K +2,785 +0.9%

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.