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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
SCM
101
Segra Capital Management
Florida
$13.9M +$2.48M +20,325 +19%
HCA
102
Harbor Capital Advisors
Illinois
$13.8M -$420K -3,436 -3%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$13.7M +$16.5K +135 +0.1%
LCS
104
Levin Capital Strategies
New York
$12.9M -$8.68K -71 -0.1%
PCH
105
Polar Capital Holdings
United Kingdom
$12.8M +$14M +114,878 New
Citigroup
106
Citigroup
New York
$12.7M +$683K +5,592 +5%
AQR Capital Management
107
AQR Capital Management
Connecticut
$12.6M -$3.94M -32,237 -22%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$12M +$1.03M +8,468 +9%
ACM
109
Atika Capital Management
New York
$12M
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$11.8M -$79.4K -650 -0.6%
ACH
111
ArrowMark Colorado Holdings
Colorado
$11.8M -$3.54M -29,000 -21%
Verition Fund Management
112
Verition Fund Management
Connecticut
$11.7M +$2.68M +21,951 +26%
CF
113
Corebridge Financial
Texas
$11.5M -$567K -4,642 -4%
TC
114
TwinBeech Capital
New York
$11.4M +$7.47M +61,112 +149%
TAM
115
Telemark Asset Management
Massachusetts
$11.1M
Jane Street
116
Jane Street
New York
$11.1M +$8.1M +66,251 +199%
PA
117
Pinnacle Associates
New York
$10.9M -$2.57M -20,999 -18%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$10.6M +$349K +2,853 +3%
AIM
119
ARK Investment Management
Florida
$10.6M +$11.6M +94,923 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$10.1M +$5.35M +43,772 +94%
SA
121
Sanctuary Advisors
Indiana
$9.78M -$196K -1,603 -2%
CVA
122
Ceredex Value Advisors
Florida
$9.68M -$764K -6,250 -7%
California State Teachers Retirement System (CalSTRS)
123
California State Teachers Retirement System (CalSTRS)
California
$9.53M -$119K -977 -1%
PC
124
Paradoxiom Capital
Connecticut
$9.47M +$10.4M +84,999 New
TI
125
Trexquant Investment
Connecticut
$8.42M +$5.85M +47,900 +173%

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.