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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
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K +$9.78K +80 +45%
QC
502
Quent Capital
New York
$28.4K
RS
503
Rakuten Securities
Japan
$28.1K +$5.74K +47 +23%
SC
504
SouthState Corp
Florida
$27.8K
LSA
505
Leonteq Securities AG
Switzerland
$26.8K +$4.52K +37 +18%
CCA
506
Catalyst Capital Advisors
New York
$26.7K -$16.5K -135 -36%
RA
507
Rise Advisors
New York
$26.3K
LC
508
Lindbrook Capital
California
$26.3K
SAM
509
Smartleaf Asset Management
Massachusetts
$25.8K +$5.13K +42 +22%
CAL
510
Capital Advisors Ltd
Ohio
$25K
RA
511
Ransom Advisory
Rhode Island
$24.5K
FFA
512
Farther Finance Advisors
California
$24.4K +$9.04K +74 +51%
PP
513
PFS Partners
New Jersey
$24.2K
HBW
514
Hazlett, Burt & Watson
West Virginia
$24K +$23.2K +190 +760%
GM
515
GeoWealth Management
Illinois
$23.8K +$24.6K +201 +1,546%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$23.3K -$1.47K -12 -5%
HCM
517
Hollencrest Capital Management
California
$23.2K
CIM
518
Contravisory Investment Management
Massachusetts
$22.6K
CTC
519
Central Trust Company
Missouri
$20.2K +$17.7K +145 +403%
WA
520
WPG Advisers
Maryland
$19.9K +$21.9K +179 New
WTA
521
Washington Trust Advisors
Massachusetts
$19K
ST
522
Smithfield Trust
Pennsylvania
$18K
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$17.9K
TSMHT
524
Thurston Springer Miller Herd & Titak
Indiana
$17.5K
PAS
525
Point72 Asia (Singapore)
Singapore
$17.4K -$670K -5,481 -97%

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.