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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
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$2.11M +$42.5K +475 +2%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.09M +$5.72K +64 +0.3%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.08M +$5.37K +60 +0.3%
AIP
179
Ameritas Investment Partners
Nebraska
$2.07M
HA
180
Heartland Advisors
Wisconsin
$2.07M -$8.1M -90,579 -82%
AssetMark Inc
181
AssetMark Inc
California
$2.05M +$217K +2,421 +14%
SF
182
Synovus Financial
Georgia
$2.02M +$480K +5,362 +37%
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$1.98M +$381K +4,260 +28%
GH
184
GAM Holding
Switzerland
$1.98M +$7.42K +83 +0.4%
MMA
185
Miracle Mile Advisors
California
$1.89M
HCM
186
Hilton Capital Management
New York
$1.89M +$922K +10,301 +127%
HCA
187
Harbor Capital Advisors
Illinois
$1.88M +$1.64M +18,317 New
NMERB
188
New Mexico Educational Retirement Board
New Mexico
$1.88M
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$836K +9,344 +105%
IMRF
190
Illinois Municipal Retirement Fund
Illinois
$1.84M
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$1.78M +$48.7K +544 +3%
TCM
192
Teza Capital Management
Illinois
$1.76M +$285K +3,190 +23%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$1.76M -$106K -1,189 -6%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$1.75M +$262K +2,929 +21%
SCA
195
Snowden Capital Advisors
New York
$1.75M -$127K -1,417 -8%
PCM
196
Prelude Capital Management
New York
$1.71M +$1.06M +11,872 +245%
MCI
197
MRP Capital Investments
Georgia
$1.7M -$68.3K -764 -4%
QC
198
Quadrature Capital
United Kingdom
$1.68M +$1.47M +16,388 New
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$1.68M -$373K -4,175 -20%
SI
200
Stephens Inc
Arkansas
$1.67M -$5.1K -57 -0.3%

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.