We are live on ! Find out more
BW icon

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
SS
126
Sunbelt Securities
Texas
$16.2K +$1.05K +100 +10%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$14.8K +$10.6K +1,004 New
SPIA
128
Steward Partners Investment Advisory
New York
$14.7K +$10.5K +1,000 New
FFO
129
Fortitude Family Office
Arizona
$10.2K +$883 +84 +14%
RIL
130
Rothschild Investment LLC
Illinois
$9.55K
CA
131
CoreCap Advisors
Michigan
$8.83K -$102K -9,708 -94%
JP Morgan Chase
132
JP Morgan Chase
New York
$8.79K -$883K -83,998 -99%
RDFA
133
Ritter Daniher Financial Advisory
Ohio
$7.34K
CWA
134
Carolina Wealth Advisors
South Carolina
$7.3K +$5.22K +497 New
EWA
135
EverSource Wealth Advisors
Alabama
$5.2K +$3.72K +354 New
Fidelity Investments
136
Fidelity Investments
Massachusetts
$4.11K -$15.4K -1,464 -84%
Simplex Trading
137
Simplex Trading
Illinois
$3.35K +$2.4K +228 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$2.04K -$158 -15 -10%
S
140
SignatureFD
Georgia
$1.82K
HIW
141
Holos Integrated Wealth
Pennsylvania
$1.28K +$789 +75 New
AssetMark Inc
142
AssetMark Inc
California
$764 +$547 +52 New
GSEP
143
Golden State Equity Partners
California
$587 +$421 +40 New
FGA
144
Fortis Group Advisors
New Jersey
$441
SS
145
SBI Securities
Japan
$411 +$294 +28 New
AF
146
Allworth Financial
California
$382 +$273 +26 New
VWM
147
Vermillion Wealth Management
Minnesota
$162
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$147
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$117 +$42 +4 +100%
HCM
150
Hollencrest Capital Management
California
$59