We are live on ! Find out more
BWXT icon

BWX Technologies

548 hedge funds and large institutions have $9.08B invested in BWX Technologies in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 158 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $70.9M | Put options by funds: $12.4M

166% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 35

34% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 158

13% more capital invested

Capital invested by funds: $8.03B → $9.08B (+$1.05B)

10% more funds holding

Funds holding: 496548 (+52)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.31% less ownership

Funds ownership: 92.43%91.12% (-1.3%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
211
Reduced
158
Closed
35
Calls
$70.9M
Puts
$12.4M
Net Calls
+$58.5M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NIP
51
Nicholas Investment Partners
California
$34.3M +$1.07M +10,763 +4%
UBS AM
52
UBS AM
Illinois
$34.1M -$742K -7,470 -2%
SC
53
Sapient Capital
Indiana
$33.9M +$234K +2,358 +0.8%
Goldman Sachs
54
Goldman Sachs
New York
$33.8M +$20.6M +207,373 +200%
Canada Life
55
Canada Life
Manitoba, Canada
$33.3M +$638K +6,427 +2%
C
56
Chescapmanager
Maryland
$33.3M
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$32.7M +$10.3M +103,579 +53%
Two Sigma Investments
58
Two Sigma Investments
New York
$32M +$25M +251,922 +591%
Wells Fargo
59
Wells Fargo
California
$31.9M -$1.14M -11,470 -4%
JP Morgan Chase
60
JP Morgan Chase
New York
$29.6M +$157K +1,584 +0.6%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$29.1M
WHG
62
Westwood Holdings Group
Texas
$28.4M +$16.5M +165,728 +173%
Capital Research Global Investors
63
Capital Research Global Investors
California
$27.3M
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$26.6M -$281K -2,827 -1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$26.5M +$1.53M +15,391 +7%
N
66
Nuveen
North Carolina
$26.3M -$4.93M -49,643 -17%
Stifel Financial
67
Stifel Financial
Missouri
$25.8M +$2.32M +23,339 +11%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$25.7M +$7.64M +76,926 +48%
Principal Financial Group
69
Principal Financial Group
Iowa
$23.1M -$17.7M -178,070 -46%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$21.5M -$3.93M -39,580 -17%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$21.1M -$859K -8,653 -5%
SI
72
Scout Investments
Missouri
$20.5M +$2.8M +28,173 +19%
SEI Investments
73
SEI Investments
Pennsylvania
$19.8M +$4.4M +44,313 +32%
Mirae Asset Global ETFs Holdings
74
Mirae Asset Global ETFs Holdings
Hong Kong
$19.7M +$8.42M +84,789 +88%
Swiss National Bank
75
Swiss National Bank
Switzerland
$19.4M -$119K -1,200 -0.7%

BWXT Hedge Fund Activity: Q3 2024 in Review

548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2024, worth a combined $9.08B — up 13% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BWXT positions and 35 closed out — a net gain of 58 holders — while 211 added to existing stakes and 158 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $36.5M. The largest seller was Fidelity International, cutting an estimated $97.9M.

  • 548 institutional investors held BWX Technologies (BWXT) as of Q3 2024, up from 496 in Q2 2024.
  • Funds reported $9.08B of BWX Technologies stock for Q3 2024, up 13% quarter-over-quarter.
  • 93 funds opened new BWX Technologies positions in Q3 2024 and 35 closed out, a net change of +58 holders.
  • The largest BWX Technologies buyer in Q3 2024 was First Trust Advisors, an estimated $36.5M added.
  • The largest BWX Technologies seller in Q3 2024 was Fidelity International, an estimated $97.9M sold.

Based on aggregated 13F filings for Q3 2024.