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Babcock & Wilcox

107 hedge funds and large institutions have $187M invested in Babcock & Wilcox in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

566% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $1.92M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

99% more capital invested

Capital invested by funds: $93.9M → $187M (+$93.4M)

1.95% more ownership

Funds ownership: 5.77%7.73% (+2%)

8% less funds holding

Funds holding: 116107 (-9)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
107
Holders Change
-9
Holders Change %
-7.76%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
24
Increased
29
Reduced
41
Closed
32
Calls
$12.8M
Puts
$1.92M
Net Calls
+$10.8M
Net Calls Change
+$427K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$43.8K +966 +37%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$202K +$104K +2,289 +181%
GC
53
Guggenheim Capital
Illinois
$197K +$5.26K +116 +3%
AG
54
Aperio Group
California
$188K -$5.58K -123 -4%
Squarepoint
55
Squarepoint
New York
$179K +$39.4K +869 +38%
AIG
56
American International Group
New York
$169K -$13.9K -307 -9%
O
57
OppenheimerFunds
New York
$165K +$132K +2,904 New
NSEDCP
58
NJ State Employees Deferred Compensation Plan
New Jersey
$164K -$181K -4,000 -58%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$155K +$25.5K +562 +26%
BCM
60
BlueCrest Capital Management
Jersey
$143K +$115K +2,526 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$133K +$81.7K +1,800 +327%
MIM
62
MetLife Investment Management
New Jersey
$128K +$102K +2,258 New
VOYA Investment Management
63
VOYA Investment Management
Georgia
$126K
SRAM
64
Stone Ridge Asset Management
New York
$106K +$84.4K +1,860 New
Legal & General Group
65
Legal & General Group
United Kingdom
$100K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$95K +$44.5K +981 +142%
Federated Hermes
67
Federated Hermes
Pennsylvania
$93K -$6.21K -137 -8%
Millennium Management
68
Millennium Management
New York
$93K +$74.4K +1,640 New
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$91K +$73.1K +1,611 New
TCM
70
Traynor Capital Management
Pennsylvania
$88K +$70.3K +1,550 New
SEI Investments
71
SEI Investments
Pennsylvania
$83K -$7.85K -173 -11%
SCM
72
Symons Capital Management
Pennsylvania
$79K -$14.3K -315 -18%
Jane Street
73
Jane Street
New York
$78K +$2.81K +62 +5%
Group One Trading
74
Group One Trading
Illinois
$75K -$192K -4,225 -76%
CS
75
Credit Suisse
Switzerland
$73K -$248K -5,470 -81%

BW Hedge Fund Activity: Q4 2017 in Review

107 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2017, worth a combined $187M — up 99% from $93.9M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of BW and 24 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $9.54M. The largest seller was Vanguard Group, cutting an estimated $7.24M.

  • 107 institutional investors held Babcock & Wilcox (BW) as of Q4 2017, down from 116 in Q3 2017.
  • Funds reported $187M of Babcock & Wilcox stock for Q4 2017, up 99% quarter-over-quarter.
  • 24 funds opened new Babcock & Wilcox positions in Q4 2017 and 32 closed out, a net change of -8 holders.
  • The largest Babcock & Wilcox buyer in Q4 2017 was Neuberger Berman Group, an estimated $9.54M added.
  • The largest Babcock & Wilcox seller in Q4 2017 was Vanguard Group, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2017.