Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Babcock & Wilcox Enterprises (BW)

155 + Investors. Track Smart Money conviction in BW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — BW

Based on 155 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
155 hedge funds hold BW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +68% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+68% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 65% buying

111 buying61 selling
Last quarter: 111 funds were net buyers (56 opened a brand new position + 55 added to an existing one). Only 61 were sellers (32 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 29 → 56 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 21% medium ■ 35% new
69 out of 155 hedge funds have held BW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +17%, value -90%

Value
-90%
Shares
+17%
Last quarter: funds added +17% more shares while total portfolio value only changed -90%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

6 → 6 → 29 → 56 → 56 new funds/Q
New funds entering each quarter: 6 → 29 → 56 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 30% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 30% new
Entry-cohort mix of 164 holders: 104 (63%) are 2+ year veterans, 11 entered 1–2 years ago, and 49 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
33 of 151 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BW

In 2026 Q1, 111 hedge funds were net buyers of BW (56 opened a new position, 55 added to an existing one), while 61 reduced or exited (32 trimmed, 29 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in BW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 155.

Hedge Fund Ownership: BW

How many hedge funds hold BW — quarterly history vs. share price
Quarterly hedge fund ownership of BW vs. share price

Market Analysis: BW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Babcock & Wilcox Enterprises (BW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BW has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
BW
+21.0%
XLI
+10.5%

BW outperformed XLI by +10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BW
-18.6%
XLI
+4.2%

Since the filing became public, BW outperformed XLI by -22.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BW
155 + Investors

Track Smart Money conviction in BW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 155 128 21.09%
13F Shares 111M 95M 17.17%
Total Value $1.56B $15.90B -90.21%
New Positions 56 56 -
Increased Positions 55 34 +21
Closed Positions 29 18 +11
Reduced Positions 29 22 +7
Total Calls 9 4 125.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.44 0.5 Bullish

Statistics: BW

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

155 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BRC Group Holdings, Inc. 88.37% 27,446,522 $403.2M
2 Hood River Capital Management LLC 1.71% 11,603,688 $170.5M
3 Palumbo Wealth Management LLC 1.31% 365,331 $5.4M
4 Arosa Capital Management LP 1.28% 575,000 $8.4M
5 Gendell Jeffrey L 1.03% 5,126,068 $75.3M
6 Potomac Capital Management, Inc. 0.82% 64,000 $940K
7 Informed Momentum Co LLC 0.81% 475,486 $7.0M
8 Cannon Global Investment Management, LLC 0.70% 24,500 $360K
9 Thompson Davis & CO., INC. 0.55% 55,965 $822K
10 Kultura Capital Management LP 0.46% 198,900 $2.9M
11 Ironwood Investment Management LLC 0.31% 49,857 $732K
12 Driehaus Capital Management LLC 0.26% 2,380,613 $35.0M
13 Oberweis Asset Management Inc/ 0.22% 500,200 $7.3M
14 Situational Awareness LP 0.15% 1,353,900 $19.9M
15 Situational Awareness Partners LP 0.15% 1,353,900 $19.9M
16 Dynamic Technology Lab Private Ltd 0.15% 60,848 $894K
17 NewGen Asset Management Ltd 0.13% 22,400 $329K
18 Saba Capital Management, L.P. 0.12% 301,105 $4.4M
19 Corsair Capital Management, L.P. 0.11% 50,000 $734K
20 Royce & Associates LP 0.10% 660,000 $9.7M
21 Harvest Investment Services, LLC 0.09% 35,016 $514K
22 Counterpoint Mutual Funds LLC 0.08% 37,231 $547K
23 Diametric Capital, LP 0.08% 20,792 $305K
24 Catalyst Funds Management Pty Ltd 0.08% 30,600 $450K
25 Kultura Capital Management LP 0.08% 33,000 $485K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Babcock & Wilcox Enterprises (BW)

What does the Smart Money Trend signal show for BW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BW?

More buyers than sellers — 65% buying: Last quarter: 111 funds were net buyers (56 opened a brand new position + 55 added to an existing one). Only 61 were sellers (32 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BW holders?

Strong quality — 31% AUM from major funds: 33 of 151 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BW?

45% of holders stayed for 2+ years: 69 out of 155 hedge funds have held BW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Babcock & Wilcox Enterprises (BW) following the 2026 Q1 hedge fund 13F filings?

As of today, BW has moved -18.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -22.8%. Since the quarter end (March 31, 2026), BW has gained +21.0% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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