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Babcock & Wilcox

151 hedge funds and large institutions have $1.55B invested in Babcock & Wilcox in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $60.6M | Put options by funds: $13.9M

162% more capital invested

Capital invested by funds: $592M → $1.55B (+$957M)

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

16% more funds holding

Funds holding: 130151 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.09% less ownership

Funds ownership: 84.11%78.02% (-6.1%)

Holders
151
Holders Change
+21
Holders Change %
+16.15%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
52
Increased
54
Reduced
30
Closed
27
Calls
$60.6M
Puts
$13.9M
Net Calls
+$46.6M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
101
State of Wyoming
Wyoming
$269K +$82.5K +7,843 +75%
SC
102
SummitTX Capital
Texas
$262K +$47.7K +4,538 +34%
Citigroup
103
Citigroup
New York
$240K +$9.38K +892 +6%
EC
104
EntryPoint Capital
New York
$239K +$171K +16,286 New
OAC
105
OMERS Administration Corp
Ontario, Canada
$237K -$236K -22,400 -58%
DFCM
106
Dark Forest Capital Management
Puerto Rico
$235K +$168K +15,983 New
Assenagon Asset Management
107
Assenagon Asset Management
Luxembourg
$229K -$2.76M -262,173 -94%
IAA
108
Independent Advisor Alliance
North Carolina
$209K
JFG
109
Jefferies Financial Group
New York
$209K -$50.4K -4,790 -25%
CPIG
110
Chicago Partners Investment Group
Illinois
$208K +$32.1K +3,057 +31%
Jacobs Levy Equity Management
111
Jacobs Levy Equity Management
New Jersey
$200K +$143K +13,639 New
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$193K +$138K +13,149 New
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$191K +$137K +13,002 New
Victory Capital Management
114
Victory Capital Management
Texas
$178K +$736 +70 +0.6%
Franklin Resources
115
Franklin Resources
California
$178K +$127K +12,094 New
NA
116
NewEdge Advisors
Louisiana
$162K +$116K +11,025 New
SWP
117
Stratos Wealth Partners
Ohio
$157K +$112K +10,677 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$152K -$2.68K -255 -2%
ACM
119
Aquatic Capital Management
Illinois
$141K +$101K +9,620 New
HNB
120
Huntington National Bank
Ohio
$60.7K +$1.38K +131 +3%
Osaic Holdings
121
Osaic Holdings
Arizona
$49.7K -$118K -11,239 -77%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$46.4K +$53 +5 +0.2%
TRCT
123
Tower Research Capital (TRC)
New York
$46.2K -$386K -36,745 -92%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$30K -$20K -1,899 -48%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$26K +$6.83K +650 +57%