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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
Deutsche Bank
76
Deutsche Bank
Germany
$15.1M +$20.8K +233 +0.2%
Legal & General Group
77
Legal & General Group
United Kingdom
$13.7M +$175K +1,960 +1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$13.1M +$7.39M +82,657 +184%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$13M -$1.34M -15,013 -11%
SEI Investments
80
SEI Investments
Pennsylvania
$13M -$6.63M -74,116 -37%
CC
81
Cadinha & Co
Hawaii
$12.6M +$115K +1,290 +1%
MGAM
82
McGowan Group Asset Management
Texas
$12.6M -$716 -8 -0%
AIG
83
American International Group
New York
$12.4M -$216K -2,418 -2%
ACH
84
ArrowMark Colorado Holdings
Colorado
$12.3M -$2.06M -23,000 -16%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$11.8M +$32.2K +360 +0.3%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$11.5M +$2.85M +31,845 +40%
LI
87
Leeward Investments
Massachusetts
$11.4M -$1.81M -20,242 -15%
Barclays
88
Barclays
United Kingdom
$11M +$508K +5,680 +6%
AG
89
Algert Global
California
$10.8M +$3.1M +34,639 +49%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$10.6M +$139K +1,555 +2%
Goldman Sachs
91
Goldman Sachs
New York
$10.6M +$497K +5,553 +6%
PA
92
Pinnacle Associates
New York
$10.3M -$1.64M -18,323 -15%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$10.2M +$591K +6,612 +7%
MAP
94
Moody Aldrich Partners
Massachusetts
$9.85M -$186K -2,075 -2%
RA
95
Royce & Associates
New York
$9.82M -$7.35M -82,144 -46%
PC
96
Pier Capital
Connecticut
$9.81M +$159K +1,778 +2%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$9.4M -$451K -5,040 -5%
CS
98
Credit Suisse
Switzerland
$9.11M -$131K -1,463 -2%
First Trust Advisors
99
First Trust Advisors
Illinois
$8.57M -$22.1M -247,063 -75%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.25M +$339K +3,785 +5%

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.