Babcock & Wilcox
94 hedge funds and large institutions have $42.5M invested in Babcock & Wilcox in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 14 closing their positions.
0.96% more ownership
Funds ownership: 63.59% → 64.55% (+0.96%)
4% less funds holding
Funds holding: 98 → 94 (-4)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
35% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 40
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
62% less capital invested
Capital invested by funds: $110M → $42.5M (-$68M)
90% less call options, than puts
Call options by funds: $6K | Put options by funds: $60K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$3.24M |
| 2 |
ES
Equitec Specialists
Chicago,
Illinois
|
+$694K |
| 3 |
WC
Wynnefield Capital
New York
|
+$400K |
| 4 |
RA
Royce & Associates
New York
|
+$307K |
| 5 |
SIM
Spark Investment Management
New York
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.43M |
| 2 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
|
-$1.22M |
| 3 |
Millennium Management
New York
|
-$801K |
| 4 |
D.E. Shaw & Co
New York
|
-$653K |
| 5 |
EC
Engaged Capital
Newport Beach,
California
|
-$651K |
BW Hedge Fund Activity: Q4 2018 in Review
94 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2018, worth a combined $42.5M — down 62% from $110M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BW and 10 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 26 added.
The largest buyer was Prescott Group Capital Management, adding an estimated $3.24M. The largest seller was Vanguard Group, cutting an estimated $3.43M.
- 94 institutional investors held Babcock & Wilcox (BW) as of Q4 2018, down from 98 in Q3 2018.
- Funds reported $42.5M of Babcock & Wilcox stock for Q4 2018, down 62% quarter-over-quarter.
- 10 funds opened new Babcock & Wilcox positions in Q4 2018 and 14 closed out, a net change of -4 holders.
- The largest Babcock & Wilcox buyer in Q4 2018 was Prescott Group Capital Management, an estimated $3.24M added.
- The largest Babcock & Wilcox seller in Q4 2018 was Vanguard Group, an estimated $3.43M sold.
Based on aggregated 13F filings for Q4 2018.