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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
US Bancorp
201
US Bancorp
Minnesota
$1.6M -$514K -5,745 -27%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$1.57M -$70.8K -792 -5%
GS
203
GTS Securities
New York
$1.56M +$1.08M +12,073 +388%
MGM
204
Miura Global Management
New York
$1.54M +$1.34M +15,000 New
New York State Teachers Retirement System (NYSTRS)
205
New York State Teachers Retirement System (NYSTRS)
New York
$1.54M +$71.6K +800 +6%
TI
206
Tidal Investments
Wisconsin
$1.53M +$629K +7,027 +89%
KTA
207
Keeley-Teton Advisors
Illinois
$1.52M -$605K -6,761 -31%
CSS
208
Cubist Systematic Strategies
Connecticut
$1.52M -$6.93M -77,451 -84%
Brown Advisory
209
Brown Advisory
Maryland
$1.52M -$1.31M -14,615 -50%
EAM
210
Eagle Asset Management
Florida
$1.51M -$273K -3,053 -17%
CAN
211
Cetera Advisor Networks
California
$1.51M +$131K +1,460 +11%
DTL
212
Dynamic Technology Lab
Singapore
$1.49M -$1.51M -16,876 -54%
Mariner
213
Mariner
Kansas
$1.46M +$57.7K +645 +5%
PP
214
Prudential plc
United Kingdom
$1.45M
JF
215
Jump Financial
Illinois
$1.39M +$650K +7,265 +116%
Prudential Financial
216
Prudential Financial
New Jersey
$1.39M +$229K +2,563 +23%
TIP
217
Torray Investment Partners
Maryland
$1.38M +$371K +4,143 +45%
SEC
218
Seven Eight Capital
New York
$1.38M -$421K -4,707 -26%
BAM
219
Bosun Asset Management
Illinois
$1.36M +$1.18M +13,226 New
OQS
220
Occudo Quantitative Strategies
Florida
$1.35M +$1.17M +13,108 New
CF
221
Covea Finance
France
$1.28M +$1.12M +12,500 New
CFIA
222
Cantor Fitzgerald Investment Advisors
New York
$1.28M -$618K -6,904 -36%
RHJA
223
Rice Hall James & Associates
California
$1.28M -$693K -7,743 -38%
X
224
Xponance
Pennsylvania
$1.26M -$14.7K -164 -1%
GCM
225
Graham Capital Management
Connecticut
$1.26M -$707K -7,903 -39%

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.