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Babcock & Wilcox
BW

47 hedge funds and large institutions have $52.1M invested in Babcock & Wilcox in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $41.8M → $52.1M (+$10.3M)

6.03% more ownership

Funds ownership: 39.49% → 45.52% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less funds holding

Funds holding: 53 → 47 (-6)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
9
Reduced
13
Closed
11
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
+$10.9M
2
ES
Equitec Specialists
Illinois
+$387K
3
VCA
VIEX Capital Advisors
Florida
+$233K
4
Squarepoint
Squarepoint
New York
+$144K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$138K

Top Sellers

Rank Fund Capital Flow
1
WC
Wynnefield Capital
New York
-$1.25M
2
Group One Trading
Group One Trading
Illinois
-$273K
3
Renaissance Technologies
Renaissance Technologies
New York
-$156K
4
RC
RBF Capital
California
-$119K
5
BCM
Bridgeway Capital Management
Texas
-$62K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$37K – – –
CFA
27
Capstone Financial Advisors
Illinois
$35K – – –
UBS Group
28
UBS Group
Switzerland
$18K +$14K +5,617 +266%
Wells Fargo
29
Wells Fargo
California
$6K -$6.24K -2,505 -48%
Bank of America
30
Bank of America
North Carolina
$5K +$1.17K +468 +25%
Osaic Holdings
31
Osaic Holdings
Arizona
$5K +$4.98K +1,998 +732%
Morgan Stanley
32
Morgan Stanley
New York
$2K -$1.18K -472 -36%
CG
33
Cutler Group
California
$2K +$2.99K +1,200 New
AIC
34
Archer Investment Corporation
Indiana
$1.16K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1K -$429 -172 -24%
Simplex Trading
36
Simplex Trading
Illinois
$1K +$1.8K +724 New
Group One Trading
37
Group One Trading
Illinois
– -$273K -109,401 Closed
Millennium Management
38
Millennium Management
New York
– -$56K -24,459 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$32K -14,016 Closed
Jane Street
40
Jane Street
New York
– -$31K -13,668 Closed
SIM
41
Spark Investment Management
New York
– -$28K -12,500 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$26K -11,246 Closed
PAG
43
Private Advisor Group
New Jersey
– -$22K -9,801 Closed
CM
44
Caption Management
Oklahoma
– -$20K -8,800 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
– +$2 +1 +7%
FGA
46
Fortis Group Advisors
New Jersey
– +$75 +30 New
1
2

BW Hedge Fund Activity: Q3 2020 in Review

47 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2020, worth a combined $52.1M — up 25% from $41.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BW and 5 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was B. Riley Financial, adding an estimated $10.9M. The largest seller was Wynnefield Capital, cutting an estimated $1.25M.

  • 47 institutional investors held Babcock & Wilcox (BW) as of Q3 2020, down from 53 in Q2 2020.
  • Funds reported $52.1M of Babcock & Wilcox stock for Q3 2020, up 25% quarter-over-quarter.
  • 5 funds opened new Babcock & Wilcox positions in Q3 2020 and 11 closed out, a net change of -6 holders.
  • The largest Babcock & Wilcox buyer in Q3 2020 was B. Riley Financial, an estimated $10.9M added.
  • The largest Babcock & Wilcox seller in Q3 2020 was Wynnefield Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2020.