Babcock & Wilcox
112 hedge funds and large institutions have $475M invested in Babcock & Wilcox in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 24 reducing their positions, and 22 closing their positions.
292% more call options, than puts
Call options by funds: $5.35M | Put options by funds: $1.36M
104% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 24
12% more capital invested
Capital invested by funds: $424M → $475M (+$50.3M)
2.93% more ownership
Funds ownership: 81.52% → 84.46% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
3% less funds holding
Funds holding: 115 → 112 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$11.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.01M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$5.15M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$4.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.49M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.88M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
-$1.99M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.56M |
| 5 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
-$984K |
BW Hedge Fund Activity: Q3 2022 in Review
112 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2022, worth a combined $475M — up 12% from $424M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BW and 20 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 49 added.
The largest buyer was B. Riley Financial, adding an estimated $11.5M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $5.49M sold.
- 112 institutional investors held Babcock & Wilcox (BW) as of Q3 2022, down from 115 in Q2 2022.
- Funds reported $475M of Babcock & Wilcox stock for Q3 2022, up 12% quarter-over-quarter.
- 20 funds opened new Babcock & Wilcox positions in Q3 2022 and 22 closed out, a net change of -2 holders.
- The largest Babcock & Wilcox buyer in Q3 2022 was B. Riley Financial, an estimated $11.5M added.
- The largest Babcock & Wilcox seller in Q3 2022 was Portolan Capital Management, an estimated $5.49M sold.
Based on aggregated 13F filings for Q3 2022.