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BorgWarner

562 hedge funds and large institutions have $8.91B invested in BorgWarner in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 257 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $10.5M

82% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 141

78% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $8.22B → $8.91B (+$687M)

7% more funds holding

Funds holding: 523562 (+39)

10.11% less ownership

Funds ownership: 116.98%106.87% (-10%)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
562
Holders Change
+39
Holders Change %
+7.46%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
105
Increased
257
Reduced
141
Closed
59
Calls
$34.2M
Puts
$10.5M
Net Calls
+$23.7M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
226
Mackay Shields LLC
New York
$1.55M +$225K +6,622 +17%
DIA
227
Dean Investment Associates
Ohio
$1.5M -$105K -3,108 -7%
MC
228
Maverick Capital
Texas
$1.5M -$2.65M -78,058 -64%
Jane Street
229
Jane Street
New York
$1.46M +$425K +12,538 +41%
RIA
230
Regal Investment Advisors
Michigan
$1.46M +$1.45M +42,870 New
Wellington Management Group
231
Wellington Management Group
Massachusetts
$1.46M +$109K +3,212 +8%
PAA
232
Peregrine Asset Advisers
Oregon
$1.44M +$1.44M +42,456 New
Man Group
233
Man Group
United Kingdom
$1.4M +$1.4M +41,202 New
AB
234
Amalgamated Bank
New York
$1.38M +$284K +8,379 +26%
TSWM
235
Triangle Securities Wealth Management
North Carolina
$1.37M +$14.9K +438 +1%
ZIG
236
Zurich Insurance Group
Switzerland
$1.36M +$1.35M +39,874 New
US Bancorp
237
US Bancorp
Minnesota
$1.35M -$11.9K -351 -0.9%
JG
238
Jefferies Group
New York
$1.35M -$16.8M -494,863 -93%
HB
239
Homrich & Berg
Georgia
$1.33M -$102 -3 -0%
Verition Fund Management
240
Verition Fund Management
Connecticut
$1.31M -$7.75M -228,487 -86%
MSA
241
Mason Street Advisors
Wisconsin
$1.3M +$178K +5,249 +16%
FT
242
Fiduciary Trust
Massachusetts
$1.3M +$266K +7,831 +26%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$1.29M +$197K +5,813 +18%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$1.26M +$176K +5,181 +16%
WCM
245
Washington Capital Management
Washington
$1.26M -$610 -18 -0%
MA
246
Montag & Associates
Georgia
$1.24M -$77K -2,272 -6%
LCM
247
Logan Capital Management
Pennsylvania
$1.24M -$884K -26,079 -42%
Osaic Holdings
248
Osaic Holdings
Arizona
$1.2M -$2.35M -69,210 -66%
MOACM
249
Mutual of America Capital Management
New York
$1.19M -$255K -7,525 -18%
BBVA
250
Banco Bilbao Vizcaya Argentaria
Spain
$1.18M +$53.9K +1,589 +5%

BWA Hedge Fund Activity: Q4 2020 in Review

562 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2020, worth a combined $8.91B — up 8.4% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BWA positions and 59 closed out — a net gain of 46 holders — while 257 added to existing stakes and 141 trimmed.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Fidelity Investments, cutting an estimated $85M.

  • 562 institutional investors held BorgWarner (BWA) as of Q4 2020, up from 523 in Q3 2020.
  • Funds reported $8.91B of BorgWarner stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 105 funds opened new BorgWarner positions in Q4 2020 and 59 closed out, a net change of +46 holders.
  • The largest BorgWarner buyer in Q4 2020 was BlackRock, an estimated $144M added.
  • The largest BorgWarner seller in Q4 2020 was Fidelity Investments, an estimated $85M sold.

Based on aggregated 13F filings for Q4 2020.