Babcock & Wilcox
116 hedge funds and large institutions have $93.9M invested in Babcock & Wilcox in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 39 closing their positions.
704% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $1.48M
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
3.64% less ownership
Funds ownership: 9.41% → 5.77% (-3.6%)
10% less funds holding
Funds holding: 129 → 116 (-13)
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
83% less capital invested
Capital invested by funds: $540M → $93.9M (-$446M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lonestar Capital Management
San Francisco,
California
|
+$20.1M |
| 2 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
+$9.46M |
| 3 |
WC
Wynnefield Capital
New York
|
+$4.76M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$3.84M |
| 5 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$57.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$27.7M |
| 4 |
DDPIC
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
-$14.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
AssetMark Inc
Concord,
California
| – | +$491 | +8 | New |
|
|
TRCT
152
Tower Research Capital (TRC)
New York
| – | +$553 | +9 | New |
|
BW Hedge Fund Activity: Q3 2017 in Review
116 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2017, worth a combined $93.9M — down 83% from $540M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of BW and 29 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 39 added.
The largest buyer was Lonestar Capital Management, opening a new position worth an estimated $20.1M. The largest seller was First Pacific Advisors, exiting entirely with an estimated $57.8M sold.
- 116 institutional investors held Babcock & Wilcox (BW) as of Q3 2017, down from 129 in Q2 2017.
- Funds reported $93.9M of Babcock & Wilcox stock for Q3 2017, down 83% quarter-over-quarter.
- 29 funds opened new Babcock & Wilcox positions in Q3 2017 and 39 closed out, a net change of -10 holders.
- The largest Babcock & Wilcox buyer in Q3 2017 was Lonestar Capital Management, an estimated $20.1M added.
- The largest Babcock & Wilcox seller in Q3 2017 was First Pacific Advisors, an estimated $57.8M sold.
Based on aggregated 13F filings for Q3 2017.