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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
TPSF
101
Texas Permanent School Fund
Texas
$8.22M +$97.3K +1,088 +1%
Citadel Advisors
102
Citadel Advisors
Florida
$8.17M +$2.66M +29,758 +60%
Citigroup
103
Citigroup
New York
$7.88M +$649K +7,253 +10%
AQR Capital Management
104
AQR Capital Management
Connecticut
$7.63M +$1.77M +19,758 +36%
CVA
105
Ceredex Value Advisors
Florida
$7.11M -$883K -9,876 -12%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$7.04M +$409K +4,576 +4%
UBS Group
107
UBS Group
Switzerland
$7.03M +$3.9M +43,650 +175%
M&T Bank
108
M&T Bank
New York
$7.03M -$113K -1,267 -2%
PCP
109
Pacific Capital Partners
$6.67M
DKCM
110
Davidson Kempner Capital Management
New York
$6.46M +$5.63M +62,951 New
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$6.37M +$644K +7,200 +13%
HF
112
HRT Financial
New York
$6.31M +$5.5M +61,532 New
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$5.99M +$145K +1,617 +3%
MCM
114
McKinley Capital Management
Alaska
$5.7M +$158K +1,761 +3%
MOACM
115
Mutual of America Capital Management
New York
$5.6M -$81K -905 -2%
AB
116
Amalgamated Bank
New York
$5.59M -$647K -7,234 -12%
PFM
117
Premier Fund Managers
United Kingdom
$5.54M -$3.41M -38,170 -41%
OIA
118
OneDigital Investment Advisors
Kansas
$5.5M +$4.79M +53,573 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$5.29M -$1.81M -20,218 -28%
ATIA
120
American Trust Investment Advisors
New Hampshire
$5.23M -$85.6K -957 -2%
MIM
121
MetLife Investment Management
New Jersey
$5.22M -$116K -1,297 -2%
Capital International Investors
122
Capital International Investors
California
$5.22M
Jane Street
123
Jane Street
New York
$5.21M -$4.53M -50,658 -50%
TAM
124
Telemark Asset Management
Massachusetts
$5.13M +$4.47M +50,000 New
SOADOR
125
State of Alaska Department of Revenue
Alaska
$5.13M +$4.03K +45 +0.1%

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.