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BWX Technologies

481 hedge funds and large institutions have $8.65B invested in BWX Technologies in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 187 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $8.05M

167% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more capital invested

Capital invested by funds: $6.71B → $8.65B (+$1.94B)

12% more funds holding

Funds holding: 428481 (+53)

3.11% less ownership

Funds ownership: 95.46%92.35% (-3.1%)

26% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 187

Holders
481
Holders Change
+53
Holders Change %
+12.38%
% of All Funds
6.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
88
Increased
139
Reduced
187
Closed
33
Calls
$41.2M
Puts
$8.05M
Net Calls
+$33.1M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$30.4M -$435K -4,867 -2%
Millennium Management
52
Millennium Management
New York
$28.6M +$15.6M +174,923 +169%
Wells Fargo
53
Wells Fargo
California
$28.5M -$1.97M -22,036 -7%
Squarepoint
54
Squarepoint
New York
$27.2M +$10.4M +116,760 +79%
Jennison Associates
55
Jennison Associates
New York
$27.1M +$1.4M +15,654 +6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$26.2M -$1.8M -20,099 -7%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$26.1M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$25.8M -$1.02M -11,424 -4%
Capital Research Global Investors
59
Capital Research Global Investors
California
$25.7M
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$24.7M +$19.3M +215,588 +844%
UBS AM
61
UBS AM
Illinois
$24.2M -$398K -4,452 -2%
Victory Capital Management
62
Victory Capital Management
Texas
$22.8M -$6.53M -73,038 -25%
JP Morgan Chase
63
JP Morgan Chase
New York
$21.5M -$2.3M -25,762 -11%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$21.4M +$14.8M +165,115 +378%
BIM
65
Bridges Investment Management
Nebraska
$20.9M -$1.08M -12,069 -6%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$20.8M -$903K -10,094 -5%
Stifel Financial
67
Stifel Financial
Missouri
$20.7M -$109K -1,224 -0.6%
CAM
68
Cresset Asset Management
Illinois
$19.2M +$123K +1,375 +0.7%
Macquarie Group
69
Macquarie Group
Australia
$19.1M -$449K -5,019 -3%
Swiss National Bank
70
Swiss National Bank
Switzerland
$18.5M +$26.8K +300 +0.2%
SI
71
Scout Investments
Missouri
$16.4M -$1.34M -14,946 -9%
PTC
72
Philadelphia Trust Company
Pennsylvania
$16M +$262K +2,930 +2%
LCS
73
Levin Capital Strategies
New York
$15.6M -$19.1K -213 -0.1%
ACM
74
Atika Capital Management
New York
$15.5M -$1.25M -14,000 -8%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$15.3M -$850K -9,499 -6%

BWXT Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2024, worth a combined $8.65B — up 29% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new BWXT positions and 33 closed out — a net gain of 55 holders — while 139 added to existing stakes and 187 trimmed.

The largest buyer was Bessemer Group, adding an estimated $74M. The largest seller was Morgan Stanley, cutting an estimated $83.9M.

  • 481 institutional investors held BWX Technologies (BWXT) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $8.65B of BWX Technologies stock for Q1 2024, up 29% quarter-over-quarter.
  • 88 funds opened new BWX Technologies positions in Q1 2024 and 33 closed out, a net change of +55 holders.
  • The largest BWX Technologies buyer in Q1 2024 was Bessemer Group, an estimated $74M added.
  • The largest BWX Technologies seller in Q1 2024 was Morgan Stanley, an estimated $83.9M sold.

Based on aggregated 13F filings for Q1 2024.