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Babcock & Wilcox

93 hedge funds and large institutions have $44.8M invested in Babcock & Wilcox in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more call options, than puts

Call options by funds: $722K | Put options by funds: $111K

3.87% less ownership

Funds ownership: 74.4%70.53% (-3.9%)

18% less funds holding

Funds holding: 11393 (-20)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

61% less capital invested

Capital invested by funds: $115M → $44.8M (-$70.3M)

76% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 25

Holders
93
Holders Change
-20
Holders Change %
-17.7%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
21
Reduced
39
Closed
25
Calls
$722K
Puts
$111K
Net Calls
+$611K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$18.5M
CM
2
CastleKnight Management
New York
$5.22M +$679K +549,170 +8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$4.13M -$218K -176,420 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89M -$14K -11,320 -0.4%
VCG
5
Vantage Consulting Group
Virginia
$1.62M
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$1.33M +$294K +237,797 +14%
GJL
7
Gendell Jeffrey L
$1.16M +$622K +503,100 +41%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$1.16M +$27.8K +22,452 +1%
BCM
9
Brightline Capital Management
Florida
$1.04M +$49.5K +40,000 +3%
HA
10
Heartland Advisors
Wisconsin
$949K +$46.4K +37,500 +3%
Morgan Stanley
11
Morgan Stanley
New York
$872K -$289K -234,087 -15%
BlackRock
12
BlackRock
New York
$648K -$79.4K -64,189 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$543K +$497K +402,299 +99%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$519K
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$441K -$91.9K -74,362 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$425K +$24.5K +19,825 +3%
Millennium Management
17
Millennium Management
New York
$424K +$69.1K +55,882 +10%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$382K -$140K -113,354 -17%
SM
19
Scoggin Management
New York
$336K -$618K -500,000 -50%
Boston Partners
20
Boston Partners
Massachusetts
$274K -$107K -86,368 -18%
Goldman Sachs
21
Goldman Sachs
New York
$257K -$154K -124,336 -25%
EPM
22
Equitec Proprietary Markets
Illinois
$220K +$89.3K +72,265 +28%
Bank of America
23
Bank of America
North Carolina
$206K -$15.4K -12,476 -4%
Invesco
24
Invesco
Georgia
$188K -$107K -86,719 -24%
Renaissance Technologies
25
Renaissance Technologies
New York
$173K -$402K -325,434 -56%

BW Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q1 2025, worth a combined $44.8M — down 61% from $115M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BW and 6 opened new positions — a net loss of 19 holders — while 39 trimmed existing stakes and 21 added.

The largest buyer was CastleKnight Management, adding an estimated $679K. The largest seller was GSA Capital Partners, cutting an estimated $834K.

  • 93 institutional investors held Babcock & Wilcox (BW) as of Q1 2025, down from 113 in Q4 2024.
  • Funds reported $44.8M of Babcock & Wilcox stock for Q1 2025, down 61% quarter-over-quarter.
  • 6 funds opened new Babcock & Wilcox positions in Q1 2025 and 25 closed out, a net change of -19 holders.
  • The largest Babcock & Wilcox buyer in Q1 2025 was CastleKnight Management, an estimated $679K added.
  • The largest Babcock & Wilcox seller in Q1 2025 was GSA Capital Partners, an estimated $834K sold.

Based on aggregated 13F filings for Q1 2025.