Babcock & Wilcox
104 hedge funds and large institutions have $116M invested in Babcock & Wilcox in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 51 closing their positions.
471% more call options, than puts
Call options by funds: $840K | Put options by funds: $147K
92% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 24
3.21% more ownership
Funds ownership: 85.34% → 88.54% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
24% less funds holding
Funds holding: 137 → 104 (-33)
64% less capital invested
Capital invested by funds: $320M → $116M (-$205M)
65% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$12.8M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.84M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.76M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.89M |
| 5 |
Renaissance Technologies
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.85M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$8.74M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$7.08M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
-$3.37M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$2.22M |
BW Hedge Fund Activity: Q4 2023 in Review
104 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2023, worth a combined $116M — down 64% from $320M a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of BW and 18 opened new positions — a net loss of 33 holders — while 24 trimmed existing stakes and 46 added.
The largest buyer was Neuberger Berman Group, adding an estimated $12.8M. The largest seller was Fidelity Investments, cutting an estimated $8.85M.
- 104 institutional investors held Babcock & Wilcox (BW) as of Q4 2023, down from 137 in Q3 2023.
- Funds reported $116M of Babcock & Wilcox stock for Q4 2023, down 64% quarter-over-quarter.
- 18 funds opened new Babcock & Wilcox positions in Q4 2023 and 51 closed out, a net change of -33 holders.
- The largest Babcock & Wilcox buyer in Q4 2023 was Neuberger Berman Group, an estimated $12.8M added.
- The largest Babcock & Wilcox seller in Q4 2023 was Fidelity Investments, an estimated $8.85M sold.
Based on aggregated 13F filings for Q4 2023.