Babcock & Wilcox
115 hedge funds and large institutions have $424M invested in Babcock & Wilcox in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 19 closing their positions.
265% more call options, than puts
Call options by funds: $6.55M | Put options by funds: $1.79M
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
6% more funds holding
Funds holding: 109 → 115 (+6)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
0.66% more ownership
Funds ownership: 80.87% → 81.52% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less capital invested
Capital invested by funds: $567M → $424M (-$143M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.54M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
+$2.43M |
| 4 |
RA
Royce & Associates
New York
|
+$1.47M |
| 5 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.95M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 4 |
Two Sigma Investments
New York
|
-$1.63M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$1.57M |
BW Hedge Fund Activity: Q2 2022 in Review
115 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q2 2022, worth a combined $424M — down 25% from $567M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BW positions and 19 closed out — a net gain of 8 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.4M. The largest seller was Allspring Global Investments, cutting an estimated $3.95M.
- 115 institutional investors held Babcock & Wilcox (BW) as of Q2 2022, up from 109 in Q1 2022.
- Funds reported $424M of Babcock & Wilcox stock for Q2 2022, down 25% quarter-over-quarter.
- 27 funds opened new Babcock & Wilcox positions in Q2 2022 and 19 closed out, a net change of +8 holders.
- The largest Babcock & Wilcox buyer in Q2 2022 was Fidelity Investments, an estimated $12.4M added.
- The largest Babcock & Wilcox seller in Q2 2022 was Allspring Global Investments, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2022.