Babcock & Wilcox
136 hedge funds and large institutions have $320M invested in Babcock & Wilcox in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 13 closing their positions.
244% more call options, than puts
Call options by funds: $3.79M | Put options by funds: $1.1M
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
9% more funds holding
Funds holding: 125 → 136 (+11)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
0.77% less ownership
Funds ownership: 86.09% → 85.32% (-0.77%)
29% less capital invested
Capital invested by funds: $451M → $320M (-$131M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$4.89M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.08M |
| 3 |
GJL
Gendell Jeffrey L
|
+$2.66M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.59M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.2M |
| 2 |
2C
272 Capital
Dallas,
Texas
|
-$7.09M |
| 3 |
BlackRock
New York
|
-$1.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.48M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.45M |
BW Hedge Fund Activity: Q3 2023 in Review
136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2023, worth a combined $320M — down 29% from $451M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BW positions and 13 closed out — a net gain of 11 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Millennium Management, adding an estimated $4.89M. The largest seller was Fidelity Investments, cutting an estimated $14.2M.
- 136 institutional investors held Babcock & Wilcox (BW) as of Q3 2023, up from 125 in Q2 2023.
- Funds reported $320M of Babcock & Wilcox stock for Q3 2023, down 29% quarter-over-quarter.
- 24 funds opened new Babcock & Wilcox positions in Q3 2023 and 13 closed out, a net change of +11 holders.
- The largest Babcock & Wilcox buyer in Q3 2023 was Millennium Management, an estimated $4.89M added.
- The largest Babcock & Wilcox seller in Q3 2023 was Fidelity Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2023.