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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
BlackRock
1
BlackRock
New York
$1,000M -$8.12M -81,707 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$979M +$15.5M +155,761 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$412M -$1.88M -18,887 -0.5%
State Street
4
State Street
Massachusetts
$388M -$21.3M -214,903 -6%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$344M -$80.2M -807,456 -20%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$323M -$77.5M -780,284 -21%
Franklin Resources
7
Franklin Resources
California
$255M -$4.39M -44,222 -2%
SCM
8
Snyder Capital Management
California
$206M +$7.57M +76,192 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$191M +$31.8M +320,217 +22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$183M +$2.6M +26,130 +2%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$177M -$7.47M -75,172 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$140M -$5.09M -51,217 -4%
Invesco
13
Invesco
Georgia
$132M -$44.6M -449,379 -27%
Boston Partners
14
Boston Partners
Massachusetts
$126M -$88.2M -887,624 -43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$125M -$19.3M -193,821 -14%
Bessemer Group
16
Bessemer Group
New Jersey
$120M +$22.2M +223,770 +25%
VanEck Associates
17
VanEck Associates
New York
$118M +$31.6M +318,598 +50%
Charles Schwab
18
Charles Schwab
California
$115M +$214K +2,156 +0.2%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$96.7M -$4.67M -46,979 -5%
ClearBridge Investments
20
ClearBridge Investments
New York
$96.4M +$130K +1,308 +0.1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$94.8M -$5.25M -52,849 -6%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$89.6M -$3.72M -37,415 -4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$81.1M +$16.7M +168,077 +29%
Morgan Stanley
24
Morgan Stanley
New York
$81M +$151K +1,521 +0.2%
American Century Companies
25
American Century Companies
Missouri
$80.8M +$489K +4,921 +0.7%

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.