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Babcock & Wilcox
BW

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
49
Reduced
24
Closed
22
Calls
$5.35M
Puts
$1.36M
Net Calls
+$3.98M
Net Calls Change
-$768K

Top Buyers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
+$11.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.01M
3
EA
Emerald Advisers
Pennsylvania
+$5.15M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$4.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$5.49M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.88M
3
HP
Harvey Partners
New York
-$1.99M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.56M
5
ACM
AIGH Capital Management
Maryland
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$79K +$92.3K +12,413 New
Wells Fargo
77
Wells Fargo
California
$77K -$7.37K -992 -8%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$72K -$23.8K -3,200 -22%
BS
79
Boenning & Scattergood
Pennsylvania
$70K – – –
CCA
80
Cruiser Capital Advisors
Connecticut
$64K – – –
ECM
81
Evolution Capital Management
Nevada
$64K +$74.3K +10,000 New
AB
82
Amalgamated Bank
New York
$61K +$2.15K +290 +3%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$43K +$49.8K +6,700 New
TRCT
84
Tower Research Capital (TRC)
New York
$36K +$27.6K +3,709 +192%
AIP
85
Ameritas Investment Partners
Nebraska
$27K – – –
BAM
86
Byrne Asset Management
New Jersey
$26K +$2.68K +360 +10%
SOW
87
State of Wyoming
Wyoming
$24K +$28.2K +3,796 New
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$23.5K +$14.9K +2,009 +120%
UBS Group
89
UBS Group
Switzerland
$20K +$3.29K +443 +17%
BBHC
90
Brown Brothers Harriman & Co
New York
$18K +$21.3K +2,864 New
Barclays
91
Barclays
United Kingdom
$17K -$3.06K -412 -13%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$17K +$3.03K +408 +18%
Citigroup
93
Citigroup
New York
$15K -$24.1K -3,244 -57%
IA
94
IFP Advisors
Florida
$10K +$2.28K +307 +13%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$9K +$8.15K +1,097 +278%
MA
96
MCF Advisors
Kentucky
$4K +$4.78K +643 New
AIC
97
Archer Investment Corporation
Indiana
$3.83K – – –
LC
98
Lindbrook Capital
California
$2K +$67 +9 +3%
QCG
99
Quadrant Capital Group
Ohio
$2K +$1.78K +240 New
APA
100
American Portfolios Advisors
New York
$1.28K – – –
2 3
4
5 6

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.