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BWX Technologies

596 hedge funds and large institutions have $9.38B invested in BWX Technologies in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 220 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $107M | Put options by funds: $36.4M

96% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 177

9% more funds holding

Funds holding: 548596 (+48)

5.41% more ownership

Funds ownership: 91.12%96.53% (+5.4%)

3% more capital invested

Capital invested by funds: $9.08B → $9.38B (+$296M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
596
Holders Change
+48
Holders Change %
+8.76%
% of All Funds
7.85%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
110
Increased
220
Reduced
177
Closed
56
Calls
$107M
Puts
$36.4M
Net Calls
+$70.6M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.04B +$18.9M +154,570 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B +$24.8M +202,917 +2%
State Street
3
State Street
Massachusetts
$420M +$24.9M +203,396 +6%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$419M -$3.87M -31,683 -0.8%
Franklin Resources
5
Franklin Resources
California
$258M +$22.3M +182,311 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$216M -$126M -1,031,699 -35%
SCM
7
Snyder Capital Management
California
$209M -$2.73M -22,355 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$185M -$2.55M -20,866 -1%
VanEck Associates
9
VanEck Associates
New York
$157M +$54.8M +448,467 +47%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$154M +$27.9M +228,413 +20%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$150M -$222M -1,813,026 -57%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$141M -$60M -491,401 -28%
Invesco
13
Invesco
Georgia
$127M -$8.82M -72,198 -6%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$127M -$60.6M -495,711 -30%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$121M -$25.5M -209,026 -16%
Charles Schwab
16
Charles Schwab
California
$117M -$1.1M -9,019 -0.8%
Bessemer Group
17
Bessemer Group
New Jersey
$114M -$10.4M -84,977 -8%
Boston Partners
18
Boston Partners
Massachusetts
$108M -$23.4M -191,477 -17%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$102M +$75.2M +615,693 +205%
Morgan Stanley
20
Morgan Stanley
New York
$101M +$19.8M +162,446 +22%
First Trust Advisors
21
First Trust Advisors
Illinois
$101M +$28.2M +231,146 +34%
ClearBridge Investments
22
ClearBridge Investments
New York
$100M +$1.49M +12,196 +1%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$96.8M -$2.56M -20,938 -2%
Northern Trust
24
Northern Trust
Illinois
$90.8M +$11.7M +95,811 +13%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$89.5M -$2.62M -21,420 -3%

BWXT Hedge Fund Activity: Q4 2024 in Review

596 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q4 2024, worth a combined $9.38B — up 3.3% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new BWXT positions and 56 closed out — a net gain of 54 holders — while 220 added to existing stakes and 177 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $542M. The largest seller was William Blair Investment Management, cutting an estimated $222M.

  • 596 institutional investors held BWX Technologies (BWXT) as of Q4 2024, up from 548 in Q3 2024.
  • Funds reported $9.38B of BWX Technologies stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 110 funds opened new BWX Technologies positions in Q4 2024 and 56 closed out, a net change of +54 holders.
  • The largest BWX Technologies buyer in Q4 2024 was Demars Financial Group, an estimated $542M added.
  • The largest BWX Technologies seller in Q4 2024 was William Blair Investment Management, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2024.