Capstone Investment Advisors
BW icon

Capstone Investment Advisors’s Babcock & Wilcox BW Stock Holding History

Capstone Investment Advisors’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,841
Closed -$9.31K – 1592
2025
Q1 		$9.31K Buy
+13,841
New +$17.1K ﹤0.01% 1317
2021
Q1 		– Sell
-21,285
Closed -$75K – 1688
2020
Q4 		$75K Buy
+21,285
New +$66.8K ﹤0.01% 1590
2016
Q3 		– Sell
-1,178
Closed -$173K – 750
2016
Q2 		$173K Buy
+1,178
New +$251K ﹤0.01% 628

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capstone Investment Advisors's BW Position: Q2 2025 in Review

Capstone Investment Advisors sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 13,841 shares — an estimated $9.31K sold.

Capstone Investment Advisors first reported a position in BW in Q2 2016 and held it in 3 quarters. The position peaked at $173K in Q2 2016. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

  • Capstone Investment Advisors reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,841 Babcock & Wilcox shares in Q2 2025, an estimated $9.31K.
  • Capstone Investment Advisors first reported a position in Babcock & Wilcox in Q2 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Babcock & Wilcox position peaked at $173K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.