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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
EGM
126
Engineers Gate Manager
New York
$5.09M -$264K -2,954 -6%
OFA
127
Oak Family Advisors
Illinois
$5M -$1.99M -22,291 -31%
TI
128
Trexquant Investment
Connecticut
$4.98M +$4.34M +48,549 New
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$4.91M
BIG
130
Builder Investment Group
Georgia
$4.88M +$4.25M +47,530 New
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$4.86M +$2.19M +24,469 +107%
DFG
132
Demars Financial Group
Washington
$4.65M +$61.9K +692 +2%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$4.64M -$8.84M -98,782 -69%
Comerica Bank
134
Comerica Bank
Texas
$4.59M -$146K -1,634 -4%
BCM
135
Barometer Capital Management
Ontario, Canada
$4.46M +$123K +1,380 +3%
William Blair & Company
136
William Blair & Company
Illinois
$4.38M -$128K -1,426 -3%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$4.37M -$633K -7,076 -14%
EGI
138
EAM Global Investors
California
$4.31M +$3.76M +42,043 New
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$4.18M +$25K +280 +0.7%
GAM
140
Gotham Asset Management
New York
$4.12M +$1.7M +18,976 +90%
EI
141
EAM Investors
California
$4.09M +$3.57M +39,869 New
YCM
142
Yousif Capital Management
Michigan
$3.84M -$85K -950 -2%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.68M -$302K -3,375 -9%
SSA
144
Schonfeld Strategic Advisors
New York
$3.62M +$3.15M +35,233 New
TC
145
TwinBeech Capital
New York
$3.5M -$14.3M -159,317 -82%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$3.38M +$1.04M +11,612 +55%
SFA
147
Sequoia Financial Advisors
Ohio
$3.34M -$105K -1,177 -3%
BFM
148
Boston Financial Management
Massachusetts
$3.31M -$11.9M -133,128 -80%
BG
149
Bahl & Gaynor
Ohio
$3.24M +$52.5K +587 +2%
BCI
150
Brinker Capital Investments
Pennsylvania
$3.12M +$77.7K +869 +3%

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.