Babcock & Wilcox
59 hedge funds and large institutions have $94.7M invested in Babcock & Wilcox in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 40 closing their positions.
216% more capital invested
Capital invested by funds: $30M → $94.7M (+$64.7M)
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
37.51% more ownership
Funds ownership: 5.19% → 42.71% (+38%)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% less funds holding
Funds holding: 83 → 59 (-24)
60% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 40
77% less call options, than puts
Call options by funds: $516K | Put options by funds: $2.23M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$22.3M |
| 2 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
+$8.02M |
| 3 |
SCM
SCW Capital Management
Dallas,
Texas
|
+$3.69M |
| 4 |
Neuberger Berman Group
New York
|
+$2.94M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPH
Steel Partners Holdings
New York
|
-$1.87M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$982K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$187K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$108K |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$97K |
BW Hedge Fund Activity: Q3 2019 in Review
59 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2019, worth a combined $94.7M — up 216% from $30M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of BW and 16 opened new positions — a net loss of 24 holders — while 13 trimmed existing stakes and 27 added.
The largest buyer was B. Riley Financial, adding an estimated $22.3M. The largest seller was Steel Partners Holdings, cutting an estimated $1.87M.
- 59 institutional investors held Babcock & Wilcox (BW) as of Q3 2019, down from 83 in Q2 2019.
- Funds reported $94.7M of Babcock & Wilcox stock for Q3 2019, up 216% quarter-over-quarter.
- 16 funds opened new Babcock & Wilcox positions in Q3 2019 and 40 closed out, a net change of -24 holders.
- The largest Babcock & Wilcox buyer in Q3 2019 was B. Riley Financial, an estimated $22.3M added.
- The largest Babcock & Wilcox seller in Q3 2019 was Steel Partners Holdings, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2019.