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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
TPCW
576
TD Private Client Wealth
New York
$3.34K +$367 +3 +11%
PPC
577
Park Place Capital
Alabama
$3.12K
MG
578
Mather Group
Illinois
$2.79K +$122 +1 +4%
RIL
579
Rothschild Investment LLC
Illinois
$2.79K +$3.06K +25 New
FGC
580
Financial Gravity Companies
Texas
$2.45K
SIC
581
SJS Investment Consulting
Ohio
$1.67K
HI
582
Horizon Investments
North Carolina
$1.45K
BGAI
583
Bruce G. Allen Investments
Colorado
$1.34K
LWANC
584
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.34K
RAM
585
Riggs Asset Management
Pennsylvania
$1.23K
VHAM
586
Van Hulzen Asset Management
California
$1.11K +$1.22K +10 New
CJ
587
Caitlin John
Michigan
$894
MAS
588
MPWM Advisory Solutions
Georgia
$780 +$855 +7 New
LFG
589
Larson Financial Group
Missouri
$557 +$611 +5 New
GFPC
590
Global Financial Private Client
Florida
$446 +$489 +4 New
MCM
591
Manchester Capital Management
Vermont
$335
PTC
592
Private Trust Company
Ohio
$334
PWA
593
Principia Wealth Advisory
Texas
$223 +$244 +2 New
WCM
594
WealthTrak Capital Management
Virginia
$223 +$244 +2 New
AWM
595
Avior Wealth Management
Nebraska
$222 +$244 +2 New
FMP
596
Financial Management Professionals
Texas
$111
IAIM
597
International Assets Investment Management
Florida
-$1.16K -125,834 Closed
CCS
598
Concentric Capital Strategies
Connecticut
-$12M -109,983 Closed
TCA
599
Troluce Capital Advisors
Puerto Rico
-$8.15M -75,000 Closed
AIMCA
600
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$7.09M -65,237 Closed

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.