Babcock & Wilcox
202 hedge funds and large institutions have $1.85B invested in Babcock & Wilcox in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 34 closing their positions.
824% more call options, than puts
Call options by funds: $55.9M | Put options by funds: $6.05M
156% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 34
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
33% more funds holding
Funds holding: 152 → 202 (+50)
19% more capital invested
Capital invested by funds: $1.55B → $1.85B (+$297M)
10.05% more ownership
Funds ownership: 78.16% → 88.21% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$165M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$68.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$43.2M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$38.3M |
| 5 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$51.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$37.8M |
| 3 |
Millennium Management
New York
|
-$34.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$33.8M |
| 5 |
Neuberger Berman Group
New York
|
-$30M |
BW Hedge Fund Activity: Q2 2026 in Review
202 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q2 2026, worth a combined $1.85B — up 19% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new BW positions and 34 closed out — a net gain of 53 holders — while 61 added to existing stakes and 41 trimmed.
The largest buyer was BlackRock, adding an estimated $165M. The largest seller was Jane Street, cutting an estimated $51.2M.
- 202 institutional investors held Babcock & Wilcox (BW) as of Q2 2026, up from 152 in Q1 2026.
- Funds reported $1.85B of Babcock & Wilcox stock for Q2 2026, up 19% quarter-over-quarter.
- 87 funds opened new Babcock & Wilcox positions in Q2 2026 and 34 closed out, a net change of +53 holders.
- The largest Babcock & Wilcox buyer in Q2 2026 was BlackRock, an estimated $165M added.
- The largest Babcock & Wilcox seller in Q2 2026 was Jane Street, an estimated $51.2M sold.
Based on aggregated 13F filings for Q2 2026.