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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
Bank of New York Mellon
76
Bank of New York Mellon
New York
$179K -$369K -57,524 -75%
PPA
77
Parametric Portfolio Associates
Washington
$153K +$103K +16,115 New
CHAM
78
Clear Harbor Asset Management
Connecticut
$150K +$102K +15,825 New
CFA
79
Capstone Financial Advisors
Illinois
$141K – – –
SG
80
StoneX Group
New York
$128K – – –
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$123K +$83.3K +12,974 New
SAM
82
Seelaus Asset Management
New Jersey
$114K +$77K +12,000 New
PP
83
Paloma Partners
Connecticut
$114K +$77.3K +12,032 New
SC
84
Scotia Capital
Ontario, Canada
$105K +$71.2K +11,082 New
BS
85
Boenning & Scattergood
Pennsylvania
$104K +$70.6K +11,000 New
CCA
86
Cruiser Capital Advisors
Connecticut
$95K +$64.2K +10,000 New
JP Morgan Chase
87
JP Morgan Chase
New York
$76K +$19.5K +3,032 +61%
DWA
88
Dorsey Wright & Associates
California
$52.4K +$35.6K +5,538 New
Osaic Holdings
89
Osaic Holdings
Arizona
$37K +$726 +113 +3%
UBS Group
90
UBS Group
Switzerland
$20K – – –
SFS
91
Sowell Financial Services
Arkansas
$10K +$7.29K +1,135 New
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$8K +$5.26K +820 New
PAM
93
Panagora Asset Management
Massachusetts
$6K – – –
AIC
94
Archer Investment Corporation
Indiana
$5.68K +$642 +100 +20%
Federated Hermes
95
Federated Hermes
Pennsylvania
$5K +$3.27K +509 New
APA
96
American Portfolios Advisors
New York
$1.89K +$1.28K +200 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K +$963 +150 New
FF
98
FourThought Financial
Florida
$1K – – –
S
99
SignatureFD
Georgia
$1K – – –
IHWM
100
Iron Horse Wealth Management
Iowa
$1K +$642 +100 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.