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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
LCM
626
Landscape Capital Management
New Jersey
-$335K -3,082 Closed
PTC
627
Petrus Trust Company
Texas
-$329K -3,023 Closed
SIM
628
Stratos Investment Management
Ohio
-$303K -2,786 Closed
VI
629
Versor Investments
New York
-$293K -2,700 Closed
SCP
630
Stamos Capital Partners
California
-$274K -2,520 Closed
OAC
631
OMERS Administration Corp
Ontario, Canada
-$261K -2,400 Closed
CT
632
ClearAlpha Technologies
Connecticut
-$255K -2,343 Closed
QCM
633
QRG Capital Management
Illinois
-$240K -2,211 Closed
SC
634
Shay Capital
New York
-$238K -2,188 Closed
NS
635
NBC Securities
Alabama
-$235K -2,165 Closed
GFP
636
Gryphon Financial Partners
Ohio
-$228K -2,094 Closed
EH
637
Equitable Holdings
New York
-$219K -2,015 Closed
NL
638
NKCFO LLC
Illinois
-$217K -2,000 Closed
JSAM
639
J. Safra Asset Management
New York
-$123K -1,134 Closed
Allspring Global Investments
640
Allspring Global Investments
North Carolina
-$122K -1,120 Closed
MRC
641
Millburn Ridgefield Corp
New York
-$95.1K -875 Closed
CFM
642
Catalyst Funds Management
Australia
-$65.2K -600 Closed
SSG
643
Summit Securities Group
New York
-$54K -500 Closed
UCI
644
Uncommon Cents Investing
Wisconsin
-$53.8K -495 Closed
MFC
645
Mechanics Financial Corp
Ohio
-$27.2K -250 Closed
SHIM
646
Stone House Investment Management
Pennsylvania
-$24.9K -229 Closed
NICM
647
Neo Ivy Capital Management
New York
-$8K -80 Closed
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
-$7.07K -65 Closed
CPA
649
Capital Performance Advisors
California
-$1.2K -11 Closed
SC
650
Swan Capital
Florida
-$763 -7 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.