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Babcock & Wilcox

115 hedge funds and large institutions have $98.1M invested in Babcock & Wilcox in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $82.2M → $98.1M (+$15.8M)

15% more funds holding

Funds holding: 100115 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.89% less ownership

Funds ownership: 81.2%74.31% (-6.9%)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

58% less call options, than puts

Call options by funds: $603K | Put options by funds: $1.42M

Holders
115
Holders Change
+15
Holders Change %
+15%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
23
Reduced
36
Closed
23
Calls
$603K
Puts
$1.42M
Net Calls
-$816K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$18.7K +$75 +62 +0.5%
BRWA
77
B. Riley Wealth Advisors
Florida
$17.8K +$14.8K +12,300 New
TC
78
TownSquare Capital
Utah
$17.7K +$14.7K +12,233 New
Cerity Partners
79
Cerity Partners
New York
$17.4K +$14.4K +11,991 New
GSC
80
Ground Swell Capital
South Carolina
$17.3K +$14.4K +11,945 New
TSS
81
Two Sigma Securities
New York
$16.8K +$13.9K +11,566 New
DFG
82
Delta Financial Group
New Jersey
$16K
TIA
83
Traphagen Investment Advisors
New Jersey
$15.2K +$12.6K +10,500 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$15.2K +$5.63K +4,685 +81%
UBS Group
85
UBS Group
Switzerland
$10.1K -$163K -135,517 -95%
CSS
86
Cubist Systematic Strategies
Connecticut
$9.05K +$7.5K +6,244 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.19K +3,485 +214%
Federated Hermes
88
Federated Hermes
Pennsylvania
$6.82K +$1.12K +934 +25%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$6K +$3.21K +2,673 +203%
Legal & General Group
90
Legal & General Group
United Kingdom
$4.79K -$6.21K -5,166 -61%
RWPA
91
Richard W. Paul & Associates
Michigan
$4.79K
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$4.76K +$3.78K +3,146 +2,330%
Macquarie Group
93
Macquarie Group
Australia
$4.37K +$3.62K +3,013 New
Wells Fargo
94
Wells Fargo
California
$3.94K -$24.6K -20,488 -88%
SOW
95
State of Wyoming
Wyoming
$3.67K +$3.04K +2,532 New
AAP
96
Arax Advisory Partners
Colorado
$3.34K +$2.77K +2,302 New
Bank of America
97
Bank of America
North Carolina
$2.75K -$184K -153,258 -99%
Comerica Bank
98
Comerica Bank
Texas
$2.18K +$584 +486 +48%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.79K -$16K -13,300 -91%
HCM
100
Hollencrest Capital Management
California
$1.75K

BW Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q2 2024, worth a combined $98.1M — up 19% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BW positions and 23 closed out — a net gain of 15 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $1.74M. The largest seller was BlackRock, cutting an estimated $3.8M.

  • 115 institutional investors held Babcock & Wilcox (BW) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $98.1M of Babcock & Wilcox stock for Q2 2024, up 19% quarter-over-quarter.
  • 38 funds opened new Babcock & Wilcox positions in Q2 2024 and 23 closed out, a net change of +15 holders.
  • The largest Babcock & Wilcox buyer in Q2 2024 was GSA Capital Partners, an estimated $1.74M added.
  • The largest Babcock & Wilcox seller in Q2 2024 was BlackRock, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2024.