BorgWarner
BWA
521 hedge funds and large institutions have $12.4B invested in BorgWarner in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 228 reducing their positions, and 68 closing their positions.
12% more capital invested
Capital invested by funds: $11.1B → $12.4B (+$1.28B)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1.62% more ownership
Funds ownership: 100.99% → 102.62% (+1.6%)
4% more call options, than puts
Call options by funds: $23M | Put options by funds: $22.2M
9% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 68
2% less funds holding
Funds holding: 534 → 521 (-13)
31% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$534M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$192M |
| 3 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$106M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$80.2M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$174M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$82M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$41.2M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$40.7M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$36.5M |
BWA Hedge Fund Activity: Q1 2015 in Review
521 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2015, worth a combined $12.4B — up 12% from $11.1B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of BWA and 62 opened new positions — a net loss of 6 holders — while 228 trimmed existing stakes and 157 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $534M. The largest seller was JP Morgan Chase, cutting an estimated $174M.
- 521 institutional investors held BorgWarner (BWA) as of Q1 2015, down from 534 in Q4 2014.
- Funds reported $12.4B of BorgWarner stock for Q1 2015, up 12% quarter-over-quarter.
- 62 funds opened new BorgWarner positions in Q1 2015 and 68 closed out, a net change of -6 holders.
- The largest BorgWarner buyer in Q1 2015 was T. Rowe Price Associates, an estimated $534M added.
- The largest BorgWarner seller in Q1 2015 was JP Morgan Chase, an estimated $174M sold.
Based on aggregated 13F filings for Q1 2015.