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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
FA
301
FDx Advisors
Illinois
$654K +$4.88K +144 +0.8%
LHC
302
Little House Capital
Massachusetts
$642K +$640K +18,889 New
WCA
303
Windsor Creek Advisors
Vermont
$630K +$628K +18,517 New
IG
304
ING Group
Netherlands
$627K +$625K +18,425 New
NA
305
NewEdge Advisors
Louisiana
$623K +$80K +2,359 +15%
WP
306
Waycross Partners
Kentucky
$622K +$620K +18,290 New
SW
307
SVB Wealth
Massachusetts
$611K +$74.6K +2,199 +14%
CTA
308
Colonial Trust Advisors
South Carolina
$598K +$596K +17,592 New
AA
309
AQR Arbitrage
Connecticut
$594K +$592K +17,455 New
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$587K +$181K +5,339 +45%
EGM
311
Engineers Gate Manager
New York
$584K +$290K +8,541 +99%
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$575K -$40K -1,179 -7%
ECM
313
Everence Capital Management
Indiana
$575K +$294K +8,667 +105%
AII
314
AGF Investments Inc
Ontario, Canada
$571K -$54.8K -1,616 -9%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$566K +$15.6K +459 +3%
TRCT
316
Tower Research Capital (TRC)
New York
$556K +$417K +12,293 +302%
KRS
317
Kentucky Retirement Systems
Kentucky
$552K +$84.4K +2,489 +18%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$539K
B
319
BP
United Kingdom
$525K -$209K -6,157 -29%
X
320
Xponance
Pennsylvania
$523K +$201K +5,933 +63%
NMIMC
321
Northwestern Mutual Investment Management Company
Wisconsin
$518K +$78.2K +2,305 +18%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$512K
Wolverine Trading
323
Wolverine Trading
Illinois
$506K +$497K +14,657 New
OPPTF
324
OPSEU Pension Plan Trust Fund
Ontario, Canada
$505K +$36.5K +1,076 +8%
IA
325
IFG Advisory
Georgia
$497K -$32.5K -958 -6%

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.