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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
BlackRock
1
BlackRock
New York
$965M -$4.06M -45,437 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$896M +$5.25M +58,680 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$436M -$52.3M -584,585 -12%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$411M -$56.3M -629,470 -14%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$391M +$23.3M +259,910 +7%
State Street
6
State Street
Massachusetts
$358M -$8.03M -89,777 -3%
Boston Partners
7
Boston Partners
Massachusetts
$244M -$20.9M -233,884 -9%
Franklin Resources
8
Franklin Resources
California
$225M -$2.77M -30,987 -1%
SCM
9
Snyder Capital Management
California
$224M -$22.7M -253,738 -10%
Invesco
10
Invesco
Georgia
$203M +$19M +212,647 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$199M +$11.8M +132,136 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$165M +$16.9M +189,193 +13%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$156M -$20.9M -233,114 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$146M -$8.64M -96,578 -6%
ClearBridge Investments
15
ClearBridge Investments
New York
$139M -$223K -2,496 -0.2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$130M -$603K -6,745 -0.5%
Fidelity International
17
Fidelity International
Bermuda
$121M +$9.93M +110,966 +10%
Charles Schwab
18
Charles Schwab
California
$108M +$675K +7,548 +0.7%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99.9M -$15.6M -174,515 -15%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$95.1M +$1.87M +20,934 +2%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$93.2M -$4.88M -54,519 -6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$90.8M +$22.1M +246,664 +39%
Morgan Stanley
23
Morgan Stanley
New York
$86.4M -$83.9M -937,942 -53%
Bessemer Group
24
Bessemer Group
New Jersey
$85.7M +$74M +827,523 +11,108%
CCM
25
Copeland Capital Management
Pennsylvania
$81.9M -$17.2M -192,403 -19%

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.