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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
MAM
176
Meeder Asset Management
Ohio
$3.12M +$362K +3,640 +15%
TI
177
Trexquant Investment
Connecticut
$3.01M +$2.75M +27,724 New
IAA
178
Independent Advisor Alliance
North Carolina
$2.99M -$51.1K -514 -2%
LCM
179
Legato Capital Management
California
$2.97M
VIM
180
VELA Investment Management
Ohio
$2.97M
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$2.94M +$121K +1,217 +5%
Simplex Trading
182
Simplex Trading
Illinois
$2.92M +$1.62M +16,275 +153%
ASRS
183
Arizona State Retirement System
Arizona
$2.86M +$75.3K +758 +3%
BFA
184
BBJS Financial Advisors
Washington
$2.83M +$2.57M +25,842 +12,306%
NA
185
Navellier & Associates
Nevada
$2.79M -$109K -1,100 -4%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$2.75M -$59.6K -600 -2%
PCM
187
Portolan Capital Management
Massachusetts
$2.68M +$2.45M +24,632 New
EIM
188
Essex Investment Management
Massachusetts
$2.66M -$104K -1,050 -4%
BAM
189
Bosun Asset Management
Illinois
$2.66M +$643K +6,474 +36%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$2.66M +$57.2K +576 +2%
BCI
191
Brinker Capital Investments
Pennsylvania
$2.64M -$3.67K -37 -0.2%
OPS
192
Orion Portfolio Solutions
Nebraska
$2.64M -$3.67K -37 -0.2%
NRD
193
Nebula Research & Development
New York
$2.56M +$2.34M +23,554 New
TI
194
Tidal Investments
Wisconsin
$2.55M +$202K +2,030 +9%
SF
195
Synovus Financial
Georgia
$2.42M -$74.9K -754 -3%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$2.38M +$367K +3,692 +20%
Cerity Partners
197
Cerity Partners
New York
$2.36M +$882K +8,876 +69%
SOMRS
198
State of Michigan Retirement System
Michigan
$2.36M -$29.8K -300 -1%
GAM
199
Gotham Asset Management
New York
$2.35M -$1.37M -13,823 -39%
II
200
Inspire Investing
Idaho
$2.29M -$863K -8,691 -29%

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.