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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
PCM
526
Peregrine Capital Management
Minnesota
$16.7K
CT
527
Colonial Trust
South Carolina
$15.8K
GRP
528
Global Retirement Partners
California
$15.6K -$122 -1 -0.7%
C
529
Covestor
United Kingdom
$15K -$12.8K -105 -45%
FA
530
Fedenia Advisers
Wisconsin
$14.7K +$16.1K +132 New
National Bank of Canada
531
National Bank of Canada
Quebec, Canada
$13.3K +$14.5K +119 New
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$13.1K +$6.96K +57 +93%
AP
533
Atwood & Palmer
Missouri
$12.8K
JWA
534
JFS Wealth Advisors
Pennsylvania
$12.3K
AF
535
Allworth Financial
California
$11.9K +$9.29K +76 +447%
VWA
536
Valued Wealth Advisors
Utah
$11.3K
WWM
537
Wolff Wiese Magana
California
$11.3K
SNB
538
Security National Bank
Nebraska
$11.1K -$6.11K -50 -33%
GWP
539
Gen-Wealth Partners
Michigan
$11.1K
WPA
540
West Paces Advisors
Georgia
$11.1K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$11.1K +$12.2K +100 New
OA
542
Operose Advisors
Wisconsin
$10.8K +$11.9K +97 New
TH
543
TCTC Holdings
Texas
$10.5K +$11.5K +94 New
CCA
544
Criterion Capital Advisors
Tennessee
$10.4K
DJSG
545
D.J. St. Germain
Massachusetts
$8.58K
AWM
546
AllSquare Wealth Management
New York
$8.47K
CPG
547
Cornerstone Planning Group
New Jersey
$8.46K
BIA
548
Bell Investment Advisors
California
$8.36K
CAM
549
Creekmur Asset Management
Illinois
$8.35K
CFO
550
CVA Family Office
Colorado
$8.35K

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.