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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
BHC
76
Bowen Hanes & Co
Florida
$25.4M +$27.8M +227,860 New
N
77
Nuveen
North Carolina
$25.2M -$1.94M -15,912 -7%
Barclays
78
Barclays
United Kingdom
$23.9M +$18.4M +150,448 +233%
Principal Financial Group
79
Principal Financial Group
Iowa
$23.4M -$222K -1,817 -0.9%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$23.1M +$25.3M +207,305 New
Canada Life
81
Canada Life
Manitoba, Canada
$22.9M -$12.3M -100,540 -33%
Renaissance Technologies
82
Renaissance Technologies
New York
$20.9M +$6.68M +54,700 +41%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$20.6M -$621K -5,085 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$20.3M +$11.7K +96 +0.1%
Swiss National Bank
85
Swiss National Bank
Switzerland
$20M +$159K +1,300 +0.7%
PTC
86
Philadelphia Trust Company
Pennsylvania
$20M +$127K +1,041 +0.6%
MPMG
87
Minneapolis Portfolio Management Group
Minnesota
$19.6M +$209K +1,714 +1%
DCM
88
Driehaus Capital Management
Illinois
$19.4M -$121K -993 -0.6%
Ameriprise
89
Ameriprise
Minnesota
$19.4M +$6.43M +52,598 +43%
Deutsche Bank
90
Deutsche Bank
Germany
$19.3M +$1.35M +11,022 +7%
CAM
91
Cresset Asset Management
Illinois
$17.9M +$819K +6,702 +4%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$16.5M +$120K +985 +0.7%
RA
93
Royce & Associates
New York
$16.1M -$1.11M -9,050 -6%
Goldman Sachs
94
Goldman Sachs
New York
$15.7M -$20.7M -169,626 -55%
AG
95
Algert Global
California
$15.3M +$898K +7,353 +6%
Legal & General Group
96
Legal & General Group
United Kingdom
$15.2M +$72.3K +592 +0.4%
CF
97
Covea Finance
France
$14.5M -$611K -5,000 -4%
YCM
98
Yaupon Capital Management
New York
$14.4M +$15.8M +129,487 New
MGAM
99
McGowan Group Asset Management
Texas
$14.2M +$276K +2,259 +2%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$14.1M +$15.4M +126,304 New

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.