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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
HBW
526
Hazlett, Burt & Watson
West Virginia
$3K +$2.48K +25 New
TPCW
527
TD Private Client Wealth
New York
$2.94K +$2.68K +27 New
MG
528
Mather Group
Illinois
$2.61K -$397 -4 -14%
FGC
529
Financial Gravity Companies
Texas
$2.39K +$2.19K +22 New
EWA
530
EverSource Wealth Advisors
Alabama
$2.29K +$199 +2 +11%
BIG
531
Brooklyn Investment Group
New York
$2.17K +$1.99K +20 New
HWM
532
Hemington Wealth Management
Virginia
$2K +$2.38K +24 New
AF
533
Allworth Financial
California
$1.85K -$1.09K -11 -39%
SIC
534
SJS Investment Consulting
Ohio
$1.63K
GM
535
GeoWealth Management
Illinois
$1.41K +$1.29K +13 New
HI
536
Horizon Investments
North Carolina
$1.41K +$1.29K +13 New
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.3K +$1.19K +12 New
BGAI
538
Bruce G. Allen Investments
Colorado
$1.3K
RAM
539
Riggs Asset Management
Pennsylvania
$1.2K
CPA
540
Capital Performance Advisors
California
$1.2K +$1.09K +11 New
IAIM
541
International Assets Investment Management
Florida
$1.16K +$12.5M +125,834 New
CJ
542
Caitlin John
Michigan
$1.06K -$1.26M -12,698 -100%
SC
543
Sawyer & Company
Massachusetts
$1K
SC
544
Swan Capital
Florida
$763 +$695 +7 New
MCM
545
Manchester Capital Management
Vermont
$327
PTC
546
Private Trust Company
Ohio
$326
GWSG
547
GPS Wealth Strategies Group
Colorado
$219
CCMLC
548
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$16.5M -173,647 Closed
Macquarie Group
549
Macquarie Group
Australia
-$6.44M -67,811 Closed
DKCM
550
Davidson Kempner Capital Management
New York
-$5.33M -56,081 Closed

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.