Babcock & Wilcox Enterprises

BW • NYSE

Babcock & Wilcox Enterprises is a industrial - machinery company in the industrials sector on NYSE, led by Kenneth M. Young, with a market cap of $661.0M. As of Q3 2025, 44% of shares are held by 90 institutional investors, with Neuberger Berman Group LLC as the largest holder at 6.12%.

Chief Executive OfficerKenneth M. Young

Market Cap$661.0M

Industrial - Machinery

Industrials

Employees2.3K

Websitebabcock.com

Country

United States of America

Overview

Overview of institutional ownership in BW as of Q3 2025 with a market cap of $293.2M

All Institutions

Institutions: 90
Value Held: $129.3M
Shares Held: 44.6M
Avg Position: $1.4M
Median Position: $117.3K

Hedge Funds

Hedge Funds: 15
Value Held: $31.3M
Shares Held: 10.8M
Avg Position: $2.1M
Median Position: $588.0K

Ownership Breakdown

Institutional (non-HF)

33.43%

$98.0M

Hedge Funds

10.68%

$31.3M

Retail & Other

55.89%

$163.9M

Based on market cap of $293.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
N Neuberger Berman Group LLC Institution	-	$18.1M 0.01% of portfolio	6.12% 6.2M shares	Q4 2017 Held for 7y 11m	$136.94B
L LEGAL & GENERAL GROUP PLC Institution	-	$14.1M 0.00% of portfolio	4.80% 4.9M shares	Q3 2025 Held for 2 months	$445.97B
G GENDELL JEFFREY L Institution	-	$13.8M 0.25% of portfolio	4.70% 4.8M shares	Q2 2023 Held for 2y 5m	$5.5B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$12.8M 0.00% of portfolio	4.38% 4.4M shares	Q3 2015 Held for 10y 2m	$6.69T
C CastleKnight Management LP Hedge Fund•Event Driven	Aaron Michael Weitman CIO	$7.6M 0.41% of portfolio	2.59% 2.6M shares	Q4 2023 Held for 1y 11m	$1.9B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$7.4M 0.01% of portfolio	2.52% 2.5M shares	Q2 2023 Held for 2y 5m	$121.98B
Vantage Consulting Group Inc Fund of Funds	Mark Terrence Finn CEO	$7.0M 62.48% of portfolio	2.39% 2.4M shares	Q2 2023 Held for 2y 5m	$11.2M
Marshall Wace LLP Institution	Diana Lj Harrison President	$6.9M 0.01% of portfolio	2.34% 2.4M shares	Q3 2023 Held for 2y 2m	$90.3B
Archon Capital Management LLC Hedge Fund•Long/Short	Constantinos John Christofilis Managing Partner	$5.4M 3.21% of portfolio	1.84% 1.9M shares	Q3 2025 Held for 2 months	$167.6M
THAMES CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	Jay Scott Genzer Managing Partner	$4.0M 0.58% of portfolio	1.38% 1.4M shares	Q3 2025 Held for 2 months	$696.8M

Net Capital Flow

Institutional buying and selling activity for BW in Q3 2025

Traded: +$52.6M
Buyers: 54
Sellers: 22
Total Bought: +$63.8M
Total Sold: −$11.2M
Avg Position: $1.3M

Biggest Buyers

Institution	Net Bought	Current Position
L LEGAL & GENERAL GROUP PLC Institution	+$14.1M +4.9M shares	$14.1M 4.9M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$7.3M +2.5M shares	$7.4M 2.5M shares
G GENDELL JEFFREY L Institution	+$6.3M +2.2M shares	$13.8M 4.8M shares
Marshall Wace LLP Institution	+$5.7M +2.0M shares	$6.9M 2.4M shares
Archon Capital Management LLC Hedge Fund•Long/Short	+$5.4M +1.9M shares	$5.4M 1.9M shares
VANGUARD GROUP INC Institution	+$4.5M +1.6M shares	$12.8M 4.4M shares
THAMES CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	+$4.0M +1.4M shares	$4.0M 1.4M shares
J JANE STREET GROUP, LLC Institution	+$2.8M +962.3K shares	$3.6M 1.2M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	+$2.6M +880.5K shares	$2.6M 880.5K shares
AMH Equity Ltd Hedge Fund•Long/Short	+$2.0M +704.1K shares	$2.0M 704.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CastleKnight Management LP Hedge Fund•Event Driven	−$5.0M −1.7M shares	$7.6M 2.6M shares
BRIGHTLINE CAPITAL MANAGEMENT, LLC Hedge Fund•Value	−$1.5M −1.6M shares	Sold Off 0 shares
UBS Group AG Institution	−$923.5K −318.4K shares	$757.8K 261.3K shares
A Assenagon Asset Management S.A. Institution	−$854.8K −294.8K shares	$806.8K 278.2K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$788.7K −819.8K shares	Sold Off 0 shares
S SCOGGIN LLC Hedge Fund•Event Driven	−$625.4K −650.0K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$506.9K −174.8K shares	$987.3K 340.4K shares
E EQUITEC PROPRIETARY MARKETS, LLC Institution	−$313.6K −325.9K shares	Sold Off 0 shares
Invesco Ltd. ETF Provider	−$260.5K −89.8K shares	$255.0K 87.9K shares
CoreCap Advisors, LLC RIA/Wealth	−$242.7K −83.7K shares	$556.6K 191.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BW in Q3 2025

New Positions: 14
New Value: $13.9M
Exited Positions: 7
Exited Value: $3.3M

New Positions

Institution	Position Value
Archon Capital Management LLC Hedge Fund•Long/Short	$5.4M 1.9M shares
THAMES CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$4.0M 1.4M shares
AMH Equity Ltd Hedge Fund•Long/Short	$2.0M 704.1K shares
Palumbo Wealth Management LLC RIA/Wealth	$625.1K 215.6K shares
L Lombard Odier Asset Management Corp Hedge Fund•Multi-Strategy	$505.3K 174.3K shares
B Bastion Asset Management Inc. Institution	$449.5K 150.6K shares
C Covestor Ltd Institution	$405.6K 139.9K shares
SHIKIAR ASSET MANAGEMENT INC RIA/Wealth	$137.8K 47.5K shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	$96.3K 30.3K shares
Global Retirement Partners, LLC RIA/Wealth	$71.3K 24.6K shares

Exited Positions

Institution	Previous Position
BRIGHTLINE CAPITAL MANAGEMENT, LLC Hedge Fund•Value	$1.5M 1.6M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	$788.7K 819.8K shares
S SCOGGIN LLC Hedge Fund•Event Driven	$625.4K 650.0K shares
E EQUITEC PROPRIETARY MARKETS, LLC Institution	$313.6K 325.9K shares
H Hilltop Holdings Inc. Institution	$21.2K 22.0K shares
Engineers Gate Manager LP Hedge Fund•Quant	$17.4K 18.1K shares
JPMORGAN CHASE & CO Institution	$256.0 266.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BW as of Q3 2025

Call Positions: 6
Call Value: $1.2M
Put Positions: 5
Put Value: $750.6K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$771.1K 2.7K contracts
UBS Group AG Institution	$201.0K 693.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$196.9K 679.0 contracts
W WOLVERINE TRADING, LLC Institution	$76.0K 239.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts
S SCOGGIN LLC Hedge Fund•Event Driven	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$292.3K 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$260.4K 898.0 contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$116.0K 400.0 contracts
W WOLVERINE TRADING, LLC Institution	$43.9K 138.0 contracts
J JANE STREET GROUP, LLC Institution	$38.0K 131.0 contracts

Most Committed Institutions

Institutions with BW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Vantage Consulting Group Inc Fund of Funds	Mark Terrence Finn CEO	62.48% $7.0M	2.39% 2.4M shares	Q2 2023 Held for 2y 5m	$11.2M
Archon Capital Management LLC Hedge Fund•Long/Short	Constantinos John Christofilis Managing Partner	3.21% $5.4M	1.84% 1.9M shares	Q3 2025 Held for 2 months	$167.6M
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	2.59% $2.0M	0.70% 704.1K shares	Q3 2025 Held for 2 months	$78.8M
THAMES CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	Jay Scott Genzer Managing Partner	0.58% $4.0M	1.38% 1.4M shares	Q3 2025 Held for 2 months	$696.8M
C CastleKnight Management LP Hedge Fund•Event Driven	Aaron Michael Weitman CIO	0.41% $7.6M	2.59% 2.6M shares	Q4 2023 Held for 1y 11m	$1.9B
I IRONWOOD INVESTMENT MANAGEMENT LLC Long Only Manager	Donald Collins Managing Partner	0.27% $612.8K	0.21% 211.3K shares	Q1 2021 Held for 4y 8m	$227.0M
B Bastion Asset Management Inc. Institution	-	0.26% $449.5K	0.15% 150.6K shares	Q3 2025 Held for 2 months	$173.7M
G GENDELL JEFFREY L Institution	-	0.25% $13.8M	4.70% 4.8M shares	Q2 2023 Held for 2y 5m	$5.5B
C Covestor Ltd Institution	-	0.23% $405.6K	0.14% 139.9K shares	Q3 2025 Held for 2 months	$179.7M
Palumbo Wealth Management LLC RIA/Wealth	Philip G Palumbo CEO	0.20% $625.1K	0.21% 215.6K shares	Q3 2025 Held for 2 months	$312.6M