Babcock & Wilcox
100 hedge funds and large institutions have $82.2M invested in Babcock & Wilcox in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 20 closing their positions.
177% more call options, than puts
Call options by funds: $535K | Put options by funds: $193K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.36% less ownership
Funds ownership: 82.57% → 81.2% (-1.4%)
3% less funds holding
Funds holding: 103 → 100 (-3)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
24% less capital invested
Capital invested by funds: $108M → $82.2M (-$25.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CastleKnight Management
New York
|
+$4.85M |
| 2 |
D.E. Shaw & Co
New York
|
+$2M |
| 3 |
Neuberger Berman Group
New York
|
+$691K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$436K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.39M |
| 2 |
Legal & General Group
London,
United Kingdom
|
-$1.34M |
| 3 |
Morgan Stanley
New York
|
-$890K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$766K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$723K |
BW Hedge Fund Activity: Q1 2024 in Review
100 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q1 2024, worth a combined $82.2M — down 24% from $108M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of BW and 18 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 28 added.
The largest buyer was CastleKnight Management, adding an estimated $4.85M. The largest seller was Fidelity Investments, cutting an estimated $4.39M.
- 100 institutional investors held Babcock & Wilcox (BW) as of Q1 2024, down from 103 in Q4 2023.
- Funds reported $82.2M of Babcock & Wilcox stock for Q1 2024, down 24% quarter-over-quarter.
- 18 funds opened new Babcock & Wilcox positions in Q1 2024 and 20 closed out, a net change of -2 holders.
- The largest Babcock & Wilcox buyer in Q1 2024 was CastleKnight Management, an estimated $4.85M added.
- The largest Babcock & Wilcox seller in Q1 2024 was Fidelity Investments, an estimated $4.39M sold.
Based on aggregated 13F filings for Q1 2024.