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Babcock & Wilcox
BW

155 hedge funds and large institutions have $856M invested in Babcock & Wilcox in 2015 Q3 according to their latest regulatory filings, with 155 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

9.49% more ownership

Funds ownership: 0% → 9.49% (+9.5%)

Holders
155
Holders Change
+155
Holders Change %
–
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
155
Increased
–
Reduced
–
Closed
–
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
BHG
Blue Harbour Group
Connecticut
+$97.4M
2
BAM
Burgundy Asset Management
Ontario, Canada
+$78.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$67.2M
4
Invesco
Invesco
Georgia
+$56.1M
5
DCM
Daruma Capital Management
New York
+$52.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$7.24M +$7.95M +43,100 New
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$6.46M +$7.09M +38,435 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$5.67M +$6.22M +33,725 New
BCM
29
Becker Capital Management
Oregon
$5.56M +$6.11M +33,093 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$5.32M +$5.84M +31,666 New
USAA
31
United Services Automobile Association
Texas
$5.13M +$5.64M +30,550 New
BG
32
BlackRock Group
United Kingdom
$5.05M +$5.55M +30,083 New
Morgan Stanley
33
Morgan Stanley
New York
$4.37M +$4.79M +25,981 New
Goldman Sachs
34
Goldman Sachs
New York
$4.2M +$4.62M +25,014 New
Bank of America
35
Bank of America
North Carolina
$3.64M +$4M +21,671 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$3.6M +$3.95M +21,420 New
Natixis Advisors
37
Natixis Advisors
Massachusetts
$3.23M +$3.54M +19,211 New
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$3.11M +$3.41M +18,500 New
LMGAM
39
Liberty Mutual Group Asset Management
Massachusetts
$3.02M +$3.32M +17,982 New
KMC
40
Kirr Marbach & Co
Indiana
$3M +$3.29M +17,851 New
CCM
41
Corsair Capital Management
New York
$2.63M +$2.89M +15,678 New
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2.55M +$2.81M +15,201 New
AA
43
Ancora Advisors
Ohio
$2.51M +$2.76M +14,963 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.51M +$2.76M +14,960 New
Citadel Advisors
45
Citadel Advisors
Florida
$2.43M +$2.67M +14,466 New
CS
46
Credit Suisse
Switzerland
$2.24M +$2.46M +13,312 New
Prudential Financial
47
Prudential Financial
New Jersey
$2.21M +$2.42M +13,125 New
NFA
48
Nationwide Fund Advisors
Ohio
$2.04M +$2.24M +12,140 New
UBS Group
49
UBS Group
Switzerland
$1.9M +$2.09M +11,331 New
NCM
50
Nebula Capital Management
Connecticut
$1.83M +$2.01M +10,890 New
1
2
3 4 5

BW Hedge Fund Activity: Q3 2015 in Review

155 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2015, worth a combined $856M.

Buyers outnumbered sellers: 155 funds opened new BW positions and 0 closed out — a net gain of 155 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Blue Harbour Group, opening a new position worth an estimated $97.4M.

  • 155 institutional investors held Babcock & Wilcox (BW) as of Q3 2015, up from 0 in Q2 2015.
  • Funds reported $856M of Babcock & Wilcox stock for Q3 2015.
  • 155 funds opened new Babcock & Wilcox positions in Q3 2015 and 0 closed out, a net change of +155 holders.
  • The largest Babcock & Wilcox buyer in Q3 2015 was Blue Harbour Group, an estimated $97.4M added.

Based on aggregated 13F filings for Q3 2015.