undamentalytics Newsletter

Babcock & Wilcox Enterprises, Inc.: which funds bought and sold

Institutions that bought and sold Babcock & Wilcox Enterprises shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 145 institutions that filed 13F reports for both quarters added to or opened positions in Babcock & Wilcox Enterprises, and 75 cut or closed them. Together they added a net 25.2M shares, +23.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.5M shares (−14.7%); index fund managers were net buyers of 18.8M shares (+228.5%). 83 opened a new position and 34 sold out entirely.

Bought, Q2 2026 145 institutions, 83 of them new holders Sold, Q2 2026 75 institutions, 34 of them sold out
Net change, all compared +25.2M shares (+23.8%)
Net change, active managers −4.5M shares (−14.7%), 30 bought, 21 sold

Buyers versus sellers

institutions compared, 232
Active managers and hedge funds 30 bought · 21 sold · −4.5M
Index fund managers 10 bought · 0 sold · +18.8M
Other institutions 105 bought · 54 sold · +10.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +9.7M +601.5% 11.4M $160M
Ameriprise Financial Inc +4.1M +112.6% 7.7M $108M
State Street Corp Index funds +2.5M +617.3% 3.0M $41.7M
Geode Capital Management, LLC Index funds +2.3M +237.5% 3.2M $45.3M
Value Aligned Research Advisors, LLC +2.2M New position 2.2M $31.6M
Hood River Capital Management LLC +2.1M +18.0% 13.7M $193M
Vanguard Capital Management LLC Index funds +1.5M +34.5% 6.0M $84.4M
Voya Investment Management LLC +1.3M New position 1.3M $18.6M
Wellington Management Group LLP Active manager +1.3M New position 1.3M $18.3M
Allspring Global Investments Holdings, LLC +1.2M New position 1.2M $15.9M
Cooper Creek Partners Management LLC +1.2M +112.0% 2.2M $30.9M
Vanguard Portfolio Management LLC Index funds +1.0M New position 1.0M $14.6M
Northern Trust Corp Index funds +914K +451.0% 1.1M $15.7M
T. Rowe Price Investment Management, Inc. Active manager +812K New position 812K $11.5M
Equitec Proprietary Markets, LLC +697K New position 697K $9.8M
Situational Awareness LP Hedge fund +674K +49.7% 2.0M $28.6M
Alyeska Investment Group, L.P. Hedge fund +613K New position 613K $8.6M
Legal & General Group PLC +579K +55.6% 1.6M $22.8M
Valiant Capital Management, L.P. Hedge fund +550K New position 550K $7.8M
Morgan Stanley +518K +182.7% 802K $11.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −3.0M −82.1% 657K $9.3M
Citadel Advisors LLC Hedge fund −2.2M −87.2% 328K $4.6M
Millennium Management LLC Hedge fund −2.0M −60.0% 1.3M $19M
Arrowstreet Capital, Limited Partnership Hedge fund −2.0M −67.0% 983K $13.9M
Neuberger Berman Group LLC Active manager −1.8M −35.0% 3.3M $46.3M
Susquehanna International Group, LLP −1.3M −98.1% 25K $351,090
Qube Research & Technologies Ltd Hedge fund −1.1M Sold out 0 —
HRT Financial LP −870K Sold out 0 —
Two Sigma Investments, LP Hedge fund −742K −91.0% 73K $1M
BNP Paribas Financial Markets −679K −63.6% 388K $5.5M
Acadian Asset Management LLC Active manager −390K −46.2% 455K $6.4M
SG Americas Securities, LLC −382K −47.7% 419K $5.9M
UBS Group AG −354K −21.9% 1.3M $17.8M
Renaissance Technologies LLC Hedge fund −338K −93.2% 25K $346,860
Arosa Capital Management LP −300K −52.2% 275K $3.9M
Informed Momentum Co LLC −259K −54.5% 216K $3.1M
Palumbo Wealth Management LLC −231K −63.3% 134K $1.9M
Kultura Capital Management LP −199K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −189K −84.4% 35K $489,876
Saba Capital Management, L.P. Hedge fund −156K −51.8% 145K $2M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Qube Research & Technologies LtdHedge fund 1.1M $16.6M
HRT Financial LP 870K $12.8M
Kultura Capital Management LP 199K $2.9M
Lazard Asset Management LLCActive manager 128K $1.9M
Jain Global LLCHedge fund 107K $1.6M
Y-Intercept (Hong Kong) Ltd 107K $1.6M
Landscape Capital Management, L.L.C. 57K $834,289
Group One Trading LLC 56K $827,796
Balyasny Asset Management L.P.Hedge fund 54K $794,890
Tidal Investments LLC 47K $696,850

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
201
Ten largest holders
64.5%
of 13F-reported shares
Index fund managers
20.6%
of 13F-reported shares
Active managers and hedge funds
19.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 21 15 7 −4.5M −14.7%
Index fund managers 10 0 3 0 +18.8M +228.5%
Other institutions 105 54 65 27 +10.8M +16.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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