Babcock & Wilcox
52 hedge funds and large institutions have $20.8M invested in Babcock & Wilcox in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 13 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1.81% less ownership
Funds ownership: 41.05% → 39.24% (-1.8%)
5% less funds holding
Funds holding: 55 → 52 (-3)
56% less call options, than puts
Call options by funds: $214K | Put options by funds: $482K
70% less capital invested
Capital invested by funds: $69.2M → $20.8M (-$48.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCW Capital Management
Dallas,
Texas
|
+$887K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$596K |
| 3 |
Millennium Management
New York
|
+$585K |
| 4 |
BlackRock
New York
|
+$203K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
-$2.06M |
| 2 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$1.6M |
| 3 |
SPH
Steel Partners Holdings
New York
|
-$1.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$672K |
| 5 |
JP Morgan Chase
New York
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCFS
51
First Command Financial Services
Fort Worth,
Texas
| – | +$4 | +1 | New |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$289 | +80 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| – | +$1.92K | +533 | New |
|
BW Hedge Fund Activity: Q1 2020 in Review
52 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q1 2020, worth a combined $20.8M — down 70% from $69.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BW and 12 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 14 added.
The largest buyer was SCW Capital Management, adding an estimated $887K. The largest seller was VIEX Capital Advisors, cutting an estimated $2.06M.
- 52 institutional investors held Babcock & Wilcox (BW) as of Q1 2020, down from 55 in Q4 2019.
- Funds reported $20.8M of Babcock & Wilcox stock for Q1 2020, down 70% quarter-over-quarter.
- 12 funds opened new Babcock & Wilcox positions in Q1 2020 and 13 closed out, a net change of -1 holder.
- The largest Babcock & Wilcox buyer in Q1 2020 was SCW Capital Management, an estimated $887K added.
- The largest Babcock & Wilcox seller in Q1 2020 was VIEX Capital Advisors, an estimated $2.06M sold.
Based on aggregated 13F filings for Q1 2020.