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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
FGA
476
Fortis Group Advisors
New Jersey
$67.8K
MCP
477
Militia Capital Partners
Nevada
$66.8K +$73.3K +600 New
RTC
478
Riverview Trust Company
Washington
$61.3K
BTI
479
Blue Trust Inc
Georgia
$60.6K -$32.9K -269 -33%
BC
480
Bayforest Capital
United Kingdom
$58.3K +$63.9K +523 New
SS
481
SBI Securities
Japan
$58K +$63.7K +521 New
UB
482
UMB Bank
Missouri
$56.5K +$30.5K +250 +97%
SIS
483
Sound Income Strategies
Florida
$49.8K
QCG
484
Quadrant Capital Group
Ohio
$48.5K +$9.29K +76 +21%
LFA
485
LGT Financial Advisors
Texas
$48.2K +$122 +1 +0.2%
Acadian Asset Management
486
Acadian Asset Management
Massachusetts
$48K +$53.4K +437 New
VSQM
487
V-Square Quantitative Management
Illinois
$45.2K +$14.3K +117 +40%
ACM
488
Aster Capital Management
United Arab Emirates
$44.4K -$41.9K -343 -46%
KFI
489
Key Financial Inc
Pennsylvania
$44.1K +$4.89K +40 +11%
VWM
490
Vermillion Wealth Management
Minnesota
$40.4K +$44.2K +362 New
CFGS
491
Concourse Financial Group Securities
Alabama
$39.8K -$3.18K -26 -8%
Nomura Asset Management
492
Nomura Asset Management
Japan
$39K
PS
493
Principal Securities
Iowa
$35.2K +$11.1K +91 +40%
CA
494
Centerpoint Advisors
Massachusetts
$35K
SL
495
Salomon & Ludwin
Virginia
$34.6K
AG
496
AmeriFlex Group
Nevada
$33.9K +$36.7K +300 New
HI
497
Harbour Investments
Wisconsin
$33.5K +$1.83K +15 +5%
HWA
498
HHM Wealth Advisors
Tennessee
$32.3K +$11K +90 +45%
CIAS
499
CBIZ Investment Advisory Services
Ohio
$30.2K +$9.29K +76 +39%
RWS
500
Retirement Wealth Solutions
Wisconsin
$30.2K +$32.1K +263 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.