BorgWarner
516 hedge funds and large institutions have $8.33B invested in BorgWarner in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 165 reducing their positions, and 50 closing their positions.
70% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 50
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more capital invested
Capital invested by funds: $7.03B → $8.33B (+$1.3B)
13% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 165
5% more funds holding
Funds holding: 491 → 516 (+25)
0.18% more ownership
Funds ownership: 105.44% → 105.62% (+0.18%)
52% less call options, than puts
Call options by funds: $15M | Put options by funds: $31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$27.3M |
| 2 |
Bank of New York Mellon
New York
|
+$27.1M |
| 3 |
Lazard Asset Management
New York
|
+$25.7M |
| 4 |
BlackRock
New York
|
+$25.6M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$46.5M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$42.1M |
| 3 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$33.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$28.3M |
| 5 |
DLA
Douglas Lane & Associates
New York
|
-$26.4M |
BWA Hedge Fund Activity: Q4 2019 in Review
516 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2019, worth a combined $8.33B — up 18% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BWA positions and 50 closed out — a net gain of 35 holders — while 186 added to existing stakes and 165 trimmed.
The largest buyer was Hexavest, opening a new position worth an estimated $27.3M. The largest seller was Black Creek Investment Management, cutting an estimated $46.5M.
- 516 institutional investors held BorgWarner (BWA) as of Q4 2019, up from 491 in Q3 2019.
- Funds reported $8.33B of BorgWarner stock for Q4 2019, up 18% quarter-over-quarter.
- 85 funds opened new BorgWarner positions in Q4 2019 and 50 closed out, a net change of +35 holders.
- The largest BorgWarner buyer in Q4 2019 was Hexavest, an estimated $27.3M added.
- The largest BorgWarner seller in Q4 2019 was Black Creek Investment Management, an estimated $46.5M sold.
Based on aggregated 13F filings for Q4 2019.