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BorgWarner
BWA

581 hedge funds and large institutions have $9.7B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 234 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $33.2M

0.46% less ownership

Funds ownership: 106.8% → 106.34% (-0.46%)

9% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 234

7% less funds holding

Funds holding: 628 → 581 (-47)

11% less capital invested

Capital invested by funds: $10.9B → $9.7B (-$1.24B)

47% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 83

Holders
581
Holders Change
-47
Holders Change %
-7.48%
% of All Funds
10.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
44
Increased
212
Reduced
234
Closed
83
Calls
$36.9M
Puts
$33.2M
Net Calls
+$3.74M
Net Calls Change
-$25M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$77.5M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$62M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$57.7M
4
American Century Companies
American Century Companies
Missouri
+$50.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
2
Invesco
Invesco
Georgia
-$60.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$58.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$37.7M
5
FCM
Frontier Capital Management
Massachusetts
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$1.75M -$12.2M -306,560 -87%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M +$131K +3,294 +8%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$1.74M +$938K +23,592 +106%
Handelsbanken Fonder
229
Handelsbanken Fonder
Sweden
$1.73M – – –
OQS
230
Occudo Quantitative Strategies
Florida
$1.72M +$1.8M +45,332 New
PAG
231
Private Advisor Group
New Jersey
$1.71M +$728K +18,314 +69%
OAM
232
Optimal Asset Management
California
$1.71M +$477 +12 +0%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$1.7M +$159K +4,004 +10%
OSIA
234
O'Shares Investment Advisers
Massachusetts
$1.61M +$408K +10,272 +32%
PA
235
Pinnacle Associates
New York
$1.61M +$11.4K +286 +0.7%
TPSF
236
Texas Permanent School Fund
Texas
$1.6M -$127K -3,204 -7%
EIP
237
Ellis Investment Partners
Pennsylvania
$1.57M +$1.42M +35,615 +641%
WCA
238
Westover Capital Advisors
Delaware
$1.56M +$199K +5,016 +14%
MSL
239
Mackay Shields LLC
New York
$1.56M -$47.9K -1,205 -3%
TSWM
240
Triangle Securities Wealth Management
North Carolina
$1.55M +$45.1K +1,133 +3%
AAM
241
Azzad Asset Management
Virginia
$1.51M -$676 -17 -0%
HB
242
Homrich & Berg
Georgia
$1.49M +$159 +4 +0%
N
243
Natixis
France
$1.45M +$1.51M +38,083 New
ECM
244
Evergreen Capital Management
Washington
$1.44M -$3.11M -78,117 -67%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$1.41M – – –
GH
246
GAM Holding
Switzerland
$1.4M +$40 +1 +0%
LCM
247
Logan Capital Management
Pennsylvania
$1.38M – – –
II
248
IFM Investors
Australia
$1.38M -$26.9K -677 -2%
H
249
HoyleCohen
California
$1.38M +$1.44M +36,170 New
US Bancorp
250
US Bancorp
Minnesota
$1.37M -$69.2K -1,739 -5%
8 9
10
11 12

BWA Hedge Fund Activity: Q3 2021 in Review

581 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2021, worth a combined $9.7B — down 11% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BWA and 44 opened new positions — a net loss of 39 holders — while 234 trimmed existing stakes and 212 added.

The largest buyer was SEI Investments, adding an estimated $77.5M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.

  • 581 institutional investors held BorgWarner (BWA) as of Q3 2021, down from 628 in Q2 2021.
  • Funds reported $9.7B of BorgWarner stock for Q3 2021, down 11% quarter-over-quarter.
  • 44 funds opened new BorgWarner positions in Q3 2021 and 83 closed out, a net change of -39 holders.
  • The largest BorgWarner buyer in Q3 2021 was SEI Investments, an estimated $77.5M added.
  • The largest BorgWarner seller in Q3 2021 was Fidelity Investments, an estimated $86.5M sold.

Based on aggregated 13F filings for Q3 2021.