Babcock & Wilcox
57 hedge funds and large institutions have $87.4M invested in Babcock & Wilcox in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 8 closing their positions.
359% more call options, than puts
Call options by funds: $450K | Put options by funds: $98K
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
68% more capital invested
Capital invested by funds: $52.1M → $87.4M (+$35.3M)
21% more funds holding
Funds holding: 47 → 57 (+10)
2.38% more ownership
Funds ownership: 45.52% → 47.9% (+2.4%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$7.46M |
| 2 |
Millennium Management
New York
|
+$1.08M |
| 3 |
Renaissance Technologies
New York
|
+$753K |
| 4 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$559K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCW Capital Management
Dallas,
Texas
|
-$1.05M |
| 2 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
-$991K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$541K |
| 4 |
WC
Wynnefield Capital
New York
|
-$373K |
| 5 |
Squarepoint
New York
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
51
FourThought Financial
Venice,
Florida
| $1K | +$44 | +14 | New |
|
|
VCA
52
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| – | -$991K | -426,944 | Closed |
|
|
53
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$541K | -233,129 | Closed |
|
|
WC
54
Wynnefield Capital
New York
| – | -$373K | -160,915 | Closed |
|
|
RC
55
RBF Capital
San Francisco,
California
| – | -$74K | -31,836 | Closed |
|
56
Simplex Trading
Chicago,
Illinois
| – | -$2.27K | -724 | Closed |
|
|
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | +$22 | +7 | New |
|
BW Hedge Fund Activity: Q4 2020 in Review
57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2020, worth a combined $87.4M — up 68% from $52.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BW positions and 8 closed out — a net gain of 11 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was B. Riley Financial, adding an estimated $7.46M. The largest seller was SCW Capital Management, cutting an estimated $1.05M.
- 57 institutional investors held Babcock & Wilcox (BW) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $87.4M of Babcock & Wilcox stock for Q4 2020, up 68% quarter-over-quarter.
- 19 funds opened new Babcock & Wilcox positions in Q4 2020 and 8 closed out, a net change of +11 holders.
- The largest Babcock & Wilcox buyer in Q4 2020 was B. Riley Financial, an estimated $7.46M added.
- The largest Babcock & Wilcox seller in Q4 2020 was SCW Capital Management, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2020.