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Babcock & Wilcox
BW

108 hedge funds and large institutions have $609M invested in Babcock & Wilcox in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

597% more capital invested

Capital invested by funds: $87.4M → $609M (+$522M)

331% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 16

158% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.71M

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

89% more funds holding

Funds holding: 57 → 108 (+51)

27.21% more ownership

Funds ownership: 47.9% → 75.11% (+27%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
108
Holders Change
+51
Holders Change %
+89.47%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
69
Increased
19
Reduced
8
Closed
16
Calls
$9.58M
Puts
$3.71M
Net Calls
+$5.87M
Net Calls Change
+$5.51M

Top Buyers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
+$68.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$29.5M
3
PCM
Portolan Capital Management
Massachusetts
+$24.3M
4
HRCM
Hood River Capital Management
Florida
+$16.8M
5
Wells Fargo
Wells Fargo
California
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
SCM
SCW Capital Management
Texas
-$5.47M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.95M
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$899K
4
ES
Equitec Specialists
Illinois
-$510K
5
BFM
Boothbay Fund Management
New York
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$3.1M +$1.67M +260,095 +386%
MAG
27
Millrace Asset Group
Pennsylvania
$3.09M +$2.1M +326,545 New
Millennium Management
28
Millennium Management
New York
$3M -$167K -25,940 -8%
BCM
29
Bridgeway Capital Management
Texas
$2.85M – – –
Charles Schwab
30
Charles Schwab
California
$2.83M +$945K +147,146 +97%
CSS
31
Cubist Systematic Strategies
Connecticut
$2.72M +$1.84M +286,997 New
HF
32
HRT Financial
New York
$2.59M +$1.75M +273,193 New
PCM
33
Prelude Capital Management
New York
$2.17M +$1.47M +229,439 New
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.98M +$1.35M +209,497 New
GC
35
Gratia Capital
California
$1.71M +$1.16M +180,776 New
Bank of America
36
Bank of America
North Carolina
$1.7M +$1.14M +177,084 +9,495%
HP
37
Harvey Partners
New York
$1.69M +$1.14M +178,100 New
EGI
38
EAM Global Investors
California
$1.6M +$1.08M +168,847 New
Northern Trust
39
Northern Trust
Illinois
$1.58M +$396K +61,739 +59%
ECM
40
ExodusPoint Capital Management
New York
$1.39M -$124K -19,309 -12%
EA
41
Emerald Advisers
Pennsylvania
$1.22M +$825K +128,482 New
Goldman Sachs
42
Goldman Sachs
New York
$1.21M +$499K +77,788 +156%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.11M -$1.95M -303,024 -72%
FG
44
Formula Growth
Quebec, Canada
$1.09M +$739K +115,165 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1M +$680K +105,885 New
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$947K +$642K +100,000 New
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$924K +$626K +97,573 New
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$835K +$479K +74,600 +552%
FIA
49
FNY Investment Advisers
New York
$810K +$549K +85,553 New
Squarepoint
50
Squarepoint
New York
$775K +$388K +60,442 +282%
1
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3 4 5

BW Hedge Fund Activity: Q1 2021 in Review

108 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q1 2021, worth a combined $609M — up 597% from $87.4M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BW positions and 16 closed out — a net gain of 53 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was B. Riley Financial, adding an estimated $68.8M. The largest seller was SCW Capital Management, exiting entirely with an estimated $5.47M sold.

  • 108 institutional investors held Babcock & Wilcox (BW) as of Q1 2021, up from 57 in Q4 2020.
  • Funds reported $609M of Babcock & Wilcox stock for Q1 2021, up 597% quarter-over-quarter.
  • 69 funds opened new Babcock & Wilcox positions in Q1 2021 and 16 closed out, a net change of +53 holders.
  • The largest Babcock & Wilcox buyer in Q1 2021 was B. Riley Financial, an estimated $68.8M added.
  • The largest Babcock & Wilcox seller in Q1 2021 was SCW Capital Management, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2021.