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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
PP
476
PFS Partners
New Jersey
$23.6K
HCM
477
Hollencrest Capital Management
California
$22.6K
RS
478
Rakuten Securities
Japan
$22.3K +$15.3K +154 +302%
LSA
479
Leonteq Securities AG
Switzerland
$22.2K -$35K -352 -63%
CIM
480
Contravisory Investment Management
Massachusetts
$22.1K
HWA
481
HHM Wealth Advisors
Tennessee
$21.7K +$19.9K +200 New
CIAS
482
CBIZ Investment Advisory Services
Ohio
$21.3K +$1.09K +11 +6%
SAM
483
Smartleaf Asset Management
Massachusetts
$20.4K +$15.7K +158 +527%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3K +$4.17K +42 +31%
WTA
485
Washington Trust Advisors
Massachusetts
$18.6K
ST
486
Smithfield Trust
Pennsylvania
$18K
DPW
487
DiNuzzo Private Wealth
Pennsylvania
$17.5K +$15.1K +152 +1,689%
TSMHT
488
Thurston Springer Miller Herd & Titak
Indiana
$17.1K
PCM
489
Peregrine Capital Management
Minnesota
$16.3K
SNB
490
Security National Bank
Nebraska
$16.3K
FFA
491
Farther Finance Advisors
California
$15.8K +$1.09K +11 +8%
CT
492
Colonial Trust
South Carolina
$15.4K
GRP
493
Global Retirement Partners
California
$15.3K -$298 -3 -2%
AP
494
Atwood & Palmer
Missouri
$12.5K +$11.4K +115 New
GWP
495
Gen-Wealth Partners
Michigan
$12.5K
JWA
496
JFS Wealth Advisors
Pennsylvania
$12K +$99 +1 +0.9%
VWA
497
Valued Wealth Advisors
Utah
$11K -$99 -1 -1%
WWM
498
Wolff Wiese Magana
California
$11K +$10K +101 New
WPA
499
West Paces Advisors
Georgia
$10.9K
NIC
500
Northwest Investment Counselors
Oregon
$10.9K +$9.93K +100 New

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.