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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
OPS
151
Orion Portfolio Solutions
Nebraska
$3.12M +$77.7K +869 +3%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$3.06M
NCM
153
Narwhal Capital Management
Georgia
$2.98M -$1.1M -12,297 -30%
II
154
Inspire Investing
Idaho
$2.97M +$1.05M +11,705 +68%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$2.93M -$571K -6,380 -18%
LCM
156
Legato Capital Management
California
$2.81M
IAA
157
Independent Advisor Alliance
North Carolina
$2.81M -$654K -7,310 -21%
NA
158
Navellier & Associates
Nevada
$2.79M -$153K -1,708 -6%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$2.7M +$53.7K +600 +2%
NGA
160
Naples Global Advisors
Florida
$2.65M +$63.4K +709 +3%
ASRS
161
Arizona State Retirement System
Arizona
$2.58M -$37.6K -420 -2%
AM
162
AGF Management
Ontario, Canada
$2.57M -$987K -11,034 -31%
DA
163
Duality Advisers
Florida
$2.57M +$2.24M +25,032 New
LPL Financial
164
LPL Financial
California
$2.51M +$300K +3,358 +16%
LSA
165
L & S Advisors
California
$2.48M -$562K -6,285 -21%
Cerity Partners
166
Cerity Partners
New York
$2.47M +$1.61M +17,952 +293%
VIM
167
VELA Investment Management
Ohio
$2.41M -$2.4M -26,842 -53%
Rafferty Asset Management
168
Rafferty Asset Management
New York
$2.4M -$684K -7,650 -25%
BF
169
BOK Financial
Oklahoma
$2.35M -$1.7M -19,000 -45%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$2.32M -$286K -3,200 -12%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.31M +$53.7K +600 +3%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$2.17M +$1.29M +14,431 +214%
AC
173
Aristides Capital
Kentucky
$2.16M
S
174
SignatureFD
Georgia
$2.14M +$447 +5 +0%
QCM
175
Qsemble Capital Management
New York
$2.12M -$727K -8,122 -28%

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.