Babcock & Wilcox
107 hedge funds and large institutions have $187M invested in Babcock & Wilcox in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 32 closing their positions.
566% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $1.92M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
99% more capital invested
Capital invested by funds: $93.9M → $187M (+$93.4M)
1.95% more ownership
Funds ownership: 5.77% → 7.73% (+2%)
8% less funds holding
Funds holding: 116 → 107 (-9)
25% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 32
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$9.54M |
| 2 |
SPH
Steel Partners Holdings
New York
|
+$9.53M |
| 3 |
EC
Engaged Capital
Newport Beach,
California
|
+$8.94M |
| 4 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
+$7.39M |
| 5 |
D.E. Shaw & Co
New York
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.24M |
| 2 |
AIM
Atlantic Investment Management
New York
|
-$2.5M |
| 3 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$2.08M |
| 4 |
MFP
Michael F. Price
|
-$1.68M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
126
Bridgeway Capital Management
Houston,
Texas
| – | -$33K | -1,000 | Closed |
|
127
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$15K | -470 | Closed |
|
|
PHK
128
Point72 Hong Kong
Hong Kong
| – | -$8K | -246 | Closed |
|
129
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$5K | -160 | Closed |
|
|
VCM
130
Versant Capital Management
Phoenix,
Arizona
| – | -$1.04K | -23 | -68% |
|
|
OAM
131
Oppenheimer Asset Management
New York
| – | -$1K | -16 | Closed |
|
|
SWM
132
SeaCrest Wealth Management
Purchase,
New York
| – | +$136 | +3 | New |
|
|
FRA
133
Front Row Advisors
Tiburon,
California
| – | +$318 | +7 | New |
|
BW Hedge Fund Activity: Q4 2017 in Review
107 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2017, worth a combined $187M — up 99% from $93.9M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of BW and 24 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 29 added.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $9.54M. The largest seller was Vanguard Group, cutting an estimated $7.24M.
- 107 institutional investors held Babcock & Wilcox (BW) as of Q4 2017, down from 116 in Q3 2017.
- Funds reported $187M of Babcock & Wilcox stock for Q4 2017, up 99% quarter-over-quarter.
- 24 funds opened new Babcock & Wilcox positions in Q4 2017 and 32 closed out, a net change of -8 holders.
- The largest Babcock & Wilcox buyer in Q4 2017 was Neuberger Berman Group, an estimated $9.54M added.
- The largest Babcock & Wilcox seller in Q4 2017 was Vanguard Group, an estimated $7.24M sold.
Based on aggregated 13F filings for Q4 2017.