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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
KBFS
551
Kohmann Bosshard Financial Services
Ohio
$8.12K +$8.92K +73 New
BWL
552
Bogart Wealth LLC
Virginia
$7.92K
CA
553
Continuum Advisory
Idaho
$7.58K
S
554
Sachetta
Massachusetts
$7.35K
BAM
555
Bellevue Asset Management
Washington
$7.24K
WA
556
Whipplewood Advisors
Colorado
$7.02K +$7.7K +63 New
CWA
557
Carolina Wealth Advisors
South Carolina
$6.91K
RCA
558
Runnymede Capital Advisors
Ohio
$6.91K +$7.58K +62 New
CWM
559
Centricity Wealth Management
Ohio
$6.79K +$7.45K +61 New
BIG
560
Brooklyn Investment Group
New York
$6.68K +$4.89K +40 +200%
WTC
561
WhitTier Trust Company
Nevada
$6.68K
HIMS
562
Hager Investment Management Services
New Hampshire
$6.68K +$7.33K +60 New
TCOV
563
Trust Company of Vermont
Vermont
$6.46K
NC
564
NewSquare Capital
Pennsylvania
$6.46K +$367 +3 +5%
FFO
565
Fortitude Family Office
Arizona
$5.68K
TAM
566
Tucker Asset Management
Colorado
$5.68K +$1.22K +10 +24%
MHR
567
Matthew Hamilton Rosenberg
$5.57K
APW
568
Aventura Private Wealth
Florida
$5.57K +$6.11K +50 New
PSFG
569
Park Square Financial Group
Georgia
$5.57K +$6.11K +50 New
PFG
570
Putney Financial Group
California
$4.46K +$4.89K +40 New
EWA
571
EverSource Wealth Advisors
Alabama
$4.02K +$1.83K +15 +71%
HWM
572
Hemington Wealth Management
Virginia
$4K +$1.96K +16 +67%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$3.9K
HNW
574
High Note Wealth
Minnesota
$3.41K +$3.79K +31 New
CTA
575
Colonial Trust Advisors
South Carolina
$3.34K -$2.44K -20 -40%

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.