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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
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$1.45K
RIL
102
Rothschild Investment LLC
Illinois
$943
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$732 -$19.8K -16,466 -97%
AF
104
Allworth Financial
California
$344
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$312 +$258 +215 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$223 -$997 -830 -84%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218
FFA
108
Farther Finance Advisors
California
$160
Barclays
109
Barclays
United Kingdom
$146 -$48.7K -40,499 -100%
IHWM
110
Iron Horse Wealth Management
Iowa
$145
FGA
111
Fortis Group Advisors
New Jersey
$44
PFBT
112
Parkside Financial Bank & Trust
Missouri
$11
AWM
113
AllSquare Wealth Management
New York
$4
OWA
114
Opal Wealth Advisors
New York
$2 +$1 +1 New
HNB
115
Huntington National Bank
Ohio
$1
2C
116
272 Capital
Texas
-$796K -704,721 Closed
Bank of New York Mellon
117
Bank of New York Mellon
New York
-$246K -217,531 Closed
TI
118
Tidal Investments
Wisconsin
-$122K -107,984 Closed
SG Americas Securities
119
SG Americas Securities
New York
-$71K -63,005 Closed
Walleye Capital
120
Walleye Capital
New York
-$64.8K -57,320 Closed
EGM
121
Engineers Gate Manager
New York
-$55.3K -48,909 Closed
AG
122
Algert Global
California
-$55K -48,580 Closed
AIG
123
American International Group
New York
-$32.8K -28,983 Closed
AllianceBernstein
124
AllianceBernstein
Tennessee
-$31K -27,470 Closed
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
-$133K -23,316 Closed

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.