Babcock & Wilcox
112 hedge funds and large institutions have $454M invested in Babcock & Wilcox in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 14 closing their positions.
12,636% more call options, than puts
Call options by funds: $5.99M | Put options by funds: $47K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $417M → $454M (+$37.5M)
3% more funds holding
Funds holding: 109 → 112 (+3)
2.43% more ownership
Funds ownership: 82.04% → 84.46% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2C
272 Capital
Dallas,
Texas
|
+$12.7M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$3.15M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$2.57M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
+$2.39M |
| 5 |
Neuberger Berman Group
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legal & General Group
London,
United Kingdom
|
-$4.06M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.27M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.18M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$2.17M |
| 5 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$1.87M |
BW Hedge Fund Activity: Q1 2023 in Review
112 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q1 2023, worth a combined $454M — up 9% from $417M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BW positions and 14 closed out — a net gain of 4 holders — while 39 added to existing stakes and 30 trimmed.
The largest buyer was 272 Capital, opening a new position worth an estimated $12.7M. The largest seller was Legal & General Group, cutting an estimated $4.06M.
- 112 institutional investors held Babcock & Wilcox (BW) as of Q1 2023, up from 109 in Q4 2022.
- Funds reported $454M of Babcock & Wilcox stock for Q1 2023, up 9% quarter-over-quarter.
- 18 funds opened new Babcock & Wilcox positions in Q1 2023 and 14 closed out, a net change of +4 holders.
- The largest Babcock & Wilcox buyer in Q1 2023 was 272 Capital, an estimated $12.7M added.
- The largest Babcock & Wilcox seller in Q1 2023 was Legal & General Group, an estimated $4.06M sold.
Based on aggregated 13F filings for Q1 2023.