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Babcock & Wilcox

113 hedge funds and large institutions have $115M invested in Babcock & Wilcox in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

237% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $685K

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

19% more funds holding

Funds holding: 95113 (+18)

0.88% more ownership

Funds ownership: 73.52%74.4% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $138M → $115M (-$23.1M)

Holders
113
Holders Change
+18
Holders Change %
+18.95%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
36
Reduced
26
Closed
8
Calls
$2.31M
Puts
$685K
Net Calls
+$1.63M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$45M
CM
2
CastleKnight Management
New York
$11.8M +$1.03M +487,516 +7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$10.2M -$176K -83,093 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.64M -$677K -320,362 -10%
VCG
5
Vantage Consulting Group
Virginia
$3.96M
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$2.86M +$1.19M +564,507 +48%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$2.79M +$789K +373,049 +28%
Morgan Stanley
8
Morgan Stanley
New York
$2.51M +$1.55M +734,946 +92%
BCM
9
Brightline Capital Management
Florida
$2.48M +$3.19M +1,510,000 New
HA
10
Heartland Advisors
Wisconsin
$2.25M +$124K +58,800 +4%
GJL
11
Gendell Jeffrey L
$2M +$1.74M +822,090 +205%
BlackRock
12
BlackRock
New York
$1.69M +$145K +68,370 +7%
SM
13
Scoggin Management
New York
$1.64M +$2.11M +1,000,000 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.27M -$1.88M -890,351 -54%
GCP
15
GSA Capital Partners
United Kingdom
$1.2M -$1.56M -736,190 -50%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$1.2M -$3.22M -1,521,612 -68%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.12M +$598K +283,025 +71%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1M -$3.65K -1,724 -0.3%
Renaissance Technologies
19
Renaissance Technologies
New York
$956K -$351K -166,004 -22%
Millennium Management
20
Millennium Management
New York
$942K -$775K -366,682 -39%
Goldman Sachs
21
Goldman Sachs
New York
$831K +$648K +306,618 +153%
Boston Partners
22
Boston Partners
Massachusetts
$809K -$476K -225,289 -31%
Marshall Wace
23
Marshall Wace
United Kingdom
$795K +$913K +431,604 +810%
Jane Street
24
Jane Street
New York
$679K +$382K +180,880 +78%
6CM
25
683 Capital Management
New York
$667K +$860K +406,923 New

BW Hedge Fund Activity: Q4 2024 in Review

113 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q4 2024, worth a combined $115M — down 17% from $138M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BW positions and 8 closed out — a net gain of 19 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Brightline Capital Management, opening a new position worth an estimated $3.19M. The largest seller was Assenagon Asset Management, cutting an estimated $3.22M.

  • 113 institutional investors held Babcock & Wilcox (BW) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $115M of Babcock & Wilcox stock for Q4 2024, down 17% quarter-over-quarter.
  • 27 funds opened new Babcock & Wilcox positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Babcock & Wilcox buyer in Q4 2024 was Brightline Capital Management, an estimated $3.19M added.
  • The largest Babcock & Wilcox seller in Q4 2024 was Assenagon Asset Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2024.