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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
CCA
501
Criterion Capital Advisors
Tennessee
$10.4K
CPG
502
Cornerstone Planning Group
New Jersey
$9.51K
CA
503
Continuum Advisory
Idaho
$8.72K +$1.89K +19 +39%
DJSG
504
D.J. St. Germain
Massachusetts
$8.37K -$9.93K -100 -56%
AWM
505
AllSquare Wealth Management
New York
$8.26K
CAM
506
Creekmur Asset Management
Illinois
$8.15K -$5.96K -60 -44%
BIA
507
Bell Investment Advisors
California
$8.15K
CFO
508
CVA Family Office
Colorado
$8.15K
NICM
509
Neo Ivy Capital Management
New York
$8K -$506K -5,096 -98%
BWL
510
Bogart Wealth LLC
Virginia
$7.72K +$397 +4 +6%
S
511
Sachetta
Massachusetts
$7.17K
AGWCA
512
Annis Gardner Whiting Capital Advisors
Florida
$7.07K
BAM
513
Bellevue Asset Management
Washington
$7.07K
CWA
514
Carolina Wealth Advisors
South Carolina
$6.74K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$6.63K -$6.66K -67 -52%
WTC
516
WhitTier Trust Company
Nevada
$6.52K
TCOV
517
Trust Company of Vermont
Vermont
$6.3K +$5.76K +58 New
NC
518
NewSquare Capital
Pennsylvania
$5.98K -$2.48K -25 -31%
FFO
519
Fortitude Family Office
Arizona
$5.54K
CTA
520
Colonial Trust Advisors
South Carolina
$5.45K
MHR
521
Matthew Hamilton Rosenberg
$5.43K
TAM
522
Tucker Asset Management
Colorado
$4.46K
CTC
523
Central Trust Company
Missouri
$3.91K
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$3.81K
PPC
525
Park Place Capital
Alabama
$3.04K

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.