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BWX Technologies

496 hedge funds and large institutions have $8.03B invested in BWX Technologies in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $11.8M

35% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 60

3% more funds holding

Funds holding: 481496 (+15)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

0.08% more ownership

Funds ownership: 92.35%92.43% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

7% less capital invested

Capital invested by funds: $8.65B → $8.03B (-$620M)

Holders
496
Holders Change
+15
Holders Change %
+3.12%
% of All Funds
7.16%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
81
Increased
180
Reduced
165
Closed
60
Calls
$25.6M
Puts
$11.8M
Net Calls
+$13.8M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$9.14M +$8.92M +96,233 New
WHG
102
Westwood Holdings Group
Texas
$9.08M +$8.86M +95,558 New
Victory Capital Management
103
Victory Capital Management
Texas
$8.74M -$12M -129,682 -58%
SCM
104
Segra Capital Management
Florida
$8.51M +$8.31M +89,625 New
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$8.47M -$227K -2,451 -3%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$8.32M +$7.38M +79,594 +995%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.5M -$134K -1,444 -2%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$7.42M +$6.39M +68,889 +749%
Citigroup
109
Citigroup
New York
$7.35M +$52.6K +567 +0.7%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$7.33M -$12.2M -131,563 -63%
SCA
111
Snowden Capital Advisors
New York
$7.09M +$5.34M +57,572 +338%
HCA
112
Harbor Capital Advisors
Illinois
$6.75M +$4.89M +52,736 +288%
Renaissance Technologies
113
Renaissance Technologies
New York
$6.57M +$5.95M +64,200 +1,284%
Macquarie Group
114
Macquarie Group
Australia
$6.44M -$11M -118,698 -64%
UBS Group
115
UBS Group
Switzerland
$6.36M -$151K -1,632 -2%
OFA
116
Oak Family Advisors
Illinois
$6.25M +$1.58M +17,090 +35%
PCP
117
Pacific Capital Partners
$6.17M
M&T Bank
118
M&T Bank
New York
$6.1M -$405K -4,366 -6%
PC
119
Pier Capital
Connecticut
$6.06M -$2.95M -31,829 -33%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$5.95M +$399K +4,305 +7%
CCS
121
Concentric Capital Strategies
Connecticut
$5.84M +$5.7M +61,460 New
DRP
122
Decade Renewable Partners
Texas
$5.72M +$5.58M +60,200 New
OIA
123
OneDigital Investment Advisors
Kansas
$5.52M +$419K +4,515 +8%
CRC
124
Curi RMB Capital
Illinois
$5.49M +$5.36M +57,784 New
DKCM
125
Davidson Kempner Capital Management
New York
$5.33M -$637K -6,870 -11%

BWXT Hedge Fund Activity: Q2 2024 in Review

496 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2024, worth a combined $8.03B — down 7.2% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BWXT positions and 60 closed out — a net gain of 21 holders — while 180 added to existing stakes and 165 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $49.2M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $74.1M.

  • 496 institutional investors held BWX Technologies (BWXT) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $8.03B of BWX Technologies stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 81 funds opened new BWX Technologies positions in Q2 2024 and 60 closed out, a net change of +21 holders.
  • The largest BWX Technologies buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $49.2M added.
  • The largest BWX Technologies seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $74.1M sold.

Based on aggregated 13F filings for Q2 2024.