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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$706K – – –
JF
52
Jump Financial
Illinois
$656K +$445K +69,314 New
SPC
53
Sigma Planning Corp
Michigan
$589K +$399K +62,200 New
RFG
54
Range Financial Group
Oregon
$522K +$354K +55,119 New
RG
55
Retirement Group
California
$496K +$120K +18,717 New
APP
56
Alpha Paradigm Partners
Illinois
$490K +$333K +51,794 New
Morgan Stanley
57
Morgan Stanley
New York
$433K +$226K +35,168 +331%
GIM
58
Guild Investment Management
California
$426K +$289K +45,000 New
MWNA
59
Marshall Wace North America
New York
$412K +$279K +43,512 New
CWM
60
Centric Wealth Management
Illinois
$391K +$265K +41,295 New
Jane Street
61
Jane Street
New York
$377K +$256K +39,794 New
CPSAC
62
Chas P. Smith & Associates (CPS)
Florida
$363K -$899K -140,000 -79%
QOP
63
Quinn Opportunity Partners
Virginia
$323K -$289K -44,993 -57%
Mariner
64
Mariner
Kansas
$320K +$217K +33,748 New
State Street
65
State Street
Massachusetts
$310K +$109K +16,900 +107%
TRCT
66
Tower Research Capital (TRC)
New York
$256K -$27K -4,207 -13%
JG
67
Jefferies Group
New York
$241K +$163K +25,400 New
IIM
68
Ironwood Investment Management
Massachusetts
$231K +$157K +24,404 New
TA
69
Teton Advisors
New York
$200K +$135K +21,100 New
CIBC World Market
70
CIBC World Market
Ontario, Canada
$196K +$133K +20,733 New
RIG
71
Roosevelt Investment Group
New York
$194K +$131K +20,455 New
LP
72
LMR Partners
United Kingdom
$189K +$128K +19,984 New
CCM
73
Corsair Capital Management
New York
$187K +$127K +19,727 New
OQS
74
Occudo Quantitative Strategies
Florida
$186K +$35.6K +5,537 +39%
PCM
75
Pinz Capital Management
New York
$180K +$122K +19,000 New
1 2
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.