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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$89M -$8.97M -73,418 -8%
American Century Companies
27
American Century Companies
Missouri
$85.3M +$2.7M +22,064 +3%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$81M -$2.34M -19,153 -3%
UBS Group
29
UBS Group
Switzerland
$80.7M +$78.6M +642,992 +788%
CCM
30
Copeland Capital Management
Pennsylvania
$79.9M +$632K +5,173 +0.7%
Bank of America
31
Bank of America
North Carolina
$78.9M +$678K +5,550 +0.8%
Raymond James Financial
32
Raymond James Financial
Florida
$69.7M +$76.5M +626,000 New
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$62M -$18.7M -153,316 -22%
Select Equity Group
34
Select Equity Group
New York
$61.5M +$6.93M +56,720 +11%
ZIC
35
ZWJ Investment Counsel
Georgia
$57.2M -$578K -4,730 -0.9%
VNIM
36
Vaughan Nelson Investment Management
Texas
$54.3M +$2.02M +16,540 +4%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$52.5M +$33.4M +273,030 +138%
DKCM
38
Davidson Kempner Capital Management
New York
$50.9M +$55.9M +457,128 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$50.5M +$39.5M +323,445 +248%
SIMG
40
Stephens Investment Management Group
Texas
$50.1M +$54.9M +449,356 New
Fidelity International
41
Fidelity International
Bermuda
$50M -$20M -164,015 -27%
SCM
42
Shapiro Capital Management
Georgia
$49.9M -$9.3M -76,150 -15%
William Blair & Company
43
William Blair & Company
Illinois
$47.3M +$47M +384,323 +949%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$43.7M -$3.74M -30,578 -7%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$43.4M -$1.11M -9,069 -2%
Macquarie Group
46
Macquarie Group
Australia
$42M +$46.1M +377,057 New
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$41.3M +$24.3M +198,848 +116%
DFG
48
Demars Financial Group
Washington
$40.2M +$542M +4,434,799 +9,309%
HP
49
Harvey Partners
New York
$39.3M -$6.72M -55,000 -13%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$39.1M -$4.31M -35,286 -9%

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.