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Babcock & Wilcox
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
39
Reduced
30
Closed
14
Calls
$5.99M
Puts
$47K
Net Calls
+$5.94M
Net Calls Change
-$714K

Top Buyers

1
2C
272 Capital
Texas
+$12.5M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$3.09M
3
EA
Emerald Advisers
Pennsylvania
+$2.52M
4
ER
EVR Research
Virginia
+$2.35M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$1.59M

Top Sellers

1
Legal & General Group
Legal & General Group
United Kingdom
-$3.98M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.23M
3
PCM
Portolan Capital Management
Massachusetts
-$2.17M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.14M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$1.29K – – –
HGWM
102
Harvest Group Wealth Management
Massachusetts
$1.07K – – –
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$909 – – –
Russell Investments Group
104
Russell Investments Group
United Kingdom
$667 +$667 +110 New
IHWM
105
Iron Horse Wealth Management
Iowa
$606 – – –
AF
106
Allworth Financial
California
$237 +$237 +39 New
PA
107
Parallel Advisors
California
$73 – – –
HWA
108
Heritage Wealth Advisors
Virginia
$55 – – –
PFBT
109
Parkside Financial Bank & Trust
Missouri
$43 +$43 +7 New
AWM
110
AllSquare Wealth Management
New York
$18 – – –
HNB
111
Huntington National Bank
Ohio
$6 – – –
PCM
112
Portolan Capital Management
Massachusetts
– -$2.17M -375,239 Closed
UIC
113
Uniplan Investment Counsel
Wisconsin
– -$1.87M -324,122 Closed
Renaissance Technologies
114
Renaissance Technologies
New York
– -$511K -88,533 Closed
Squarepoint
115
Squarepoint
New York
– -$308K -53,308 Closed
AGM
116
Alpine Global Management
New York
– -$101K -17,574 Closed
AllianceBernstein
117
AllianceBernstein
Tennessee
– -$94.6K -16,400 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
– -$73.8K -12,797 Closed
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
– -$67.3K -11,585 Closed
CCA
120
Cruiser Capital Advisors
Connecticut
– -$57.7K -10,000 Closed
IA
121
IFP Advisors
Florida
– -$8K -2,251 Closed
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
– -$7K -1,363 Closed
GKIM
123
GW&K Investment Management
Massachusetts
– -$1K -141 Closed
FGAM
124
Financial Gravity Asset Management
Texas
– -$207 -6 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
– -$6 -1 Closed
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