We are live on ! Find out more
BWXT icon

BWX Technologies

548 hedge funds and large institutions have $9.08B invested in BWX Technologies in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 211 increasing their positions, 158 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $70.9M | Put options by funds: $12.4M

166% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 35

34% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 158

13% more capital invested

Capital invested by funds: $8.03B → $9.08B (+$1.05B)

10% more funds holding

Funds holding: 496548 (+52)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.31% less ownership

Funds ownership: 92.43%91.12% (-1.3%)

Holders
548
Holders Change
+52
Holders Change %
+10.48%
% of All Funds
7.87%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
93
Increased
211
Reduced
158
Closed
35
Calls
$70.9M
Puts
$12.4M
Net Calls
+$58.5M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
TwinBeech Capital
New York
$4.45M +$4.07M +40,970 New
William Blair & Company
152
William Blair & Company
Illinois
$4.4M -$253K -2,544 -6%
HF
153
HRT Financial
New York
$4.37M +$2.1M +21,172 +111%
CSS
154
Cubist Systematic Strategies
Connecticut
$4.37M +$4M +40,233 New
BG
155
Bahl & Gaynor
Ohio
$4.36M +$59.3K +597 +2%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$4.33M +$15.9K +160 +0.4%
QCM
157
Quantinno Capital Management
New York
$4.32M +$3.03M +30,523 +331%
Marshall Wace
158
Marshall Wace
United Kingdom
$4.15M +$2.94M +29,602 +346%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.97M +$85.2K +858 +2%
SFA
160
Sequoia Financial Advisors
Ohio
$3.93M +$194K +1,950 +6%
EGM
161
Engineers Gate Manager
New York
$3.87M -$437K -4,397 -11%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$3.72M -$26.5K -267 -0.8%
NGA
163
Naples Global Advisors
Florida
$3.67M +$84.9K +855 +3%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$3.64M +$506K +5,091 +18%
Jane Street
165
Jane Street
New York
$3.62M +$1.33M +13,392 +67%
LPL Financial
166
LPL Financial
California
$3.5M +$886K +8,916 +38%
SPIA
167
Steward Partners Investment Advisory
New York
$3.49M +$3.07M +30,934 +2,589%
AssetMark Inc
168
AssetMark Inc
California
$3.49M +$307K +3,090 +11%
CWM
169
Compass Wealth Management
Connecticut
$3.46M +$3.16M +31,790 New
QT
170
Quantbot Technologies
New York
$3.45M +$2.44M +24,516 +340%
AM
171
AGF Management
Ontario, Canada
$3.33M +$435K +4,384 +17%
BF
172
BOK Financial
Oklahoma
$3.29M -$795K -8,000 -22%
YCM
173
Yousif Capital Management
Michigan
$3.22M -$456K -4,594 -13%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$3.15M -$79.5K -800 -3%
LSA
175
L & S Advisors
California
$3.12M -$92.4K -930 -3%

BWXT Hedge Fund Activity: Q3 2024 in Review

548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q3 2024, worth a combined $9.08B — up 13% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BWXT positions and 35 closed out — a net gain of 58 holders — while 211 added to existing stakes and 158 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $36.5M. The largest seller was Fidelity International, cutting an estimated $97.9M.

  • 548 institutional investors held BWX Technologies (BWXT) as of Q3 2024, up from 496 in Q2 2024.
  • Funds reported $9.08B of BWX Technologies stock for Q3 2024, up 13% quarter-over-quarter.
  • 93 funds opened new BWX Technologies positions in Q3 2024 and 35 closed out, a net change of +58 holders.
  • The largest BWX Technologies buyer in Q3 2024 was First Trust Advisors, an estimated $36.5M added.
  • The largest BWX Technologies seller in Q3 2024 was Fidelity International, an estimated $97.9M sold.

Based on aggregated 13F filings for Q3 2024.