We are live on ! Find out more
BWA icon

BorgWarner

551 hedge funds and large institutions have $8.19B invested in BorgWarner in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 207 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 105.19%104.2% (-0.99%)

2% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 207

2% less capital invested

Capital invested by funds: $8.4B → $8.19B (-$205M)

7% less funds holding

Funds holding: 590551 (-39)

25% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $24.7M

37% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 84

Holders
551
Holders Change
-39
Holders Change %
-6.61%
% of All Funds
12.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
53
Increased
202
Reduced
207
Closed
84
Calls
$18.5M
Puts
$24.7M
Net Calls
-$6.23M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
351
Castleark Management
Illinois
$442K
LP
352
LMR Partners
United Kingdom
$442K +$462K +11,746 New
Capital Fund Management (CFM)
353
Capital Fund Management (CFM)
France
$424K -$5.43M -138,292 -92%
Public Sector Pension Investment Board (PSP Investments)
354
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$421K -$53.6K -1,364 -11%
IA
355
IFG Advisory
Georgia
$411K -$3.38K -86 -0.8%
LS
356
Livforsakringsbolaget Skandia
Sweden
$407K -$58K -1,477 -12%
CCM
357
Cullen Capital Management
New York
$406K
AF
358
AMG Funds
Connecticut
$401K -$132K -3,351 -24%
USGIU
359
U.S. Global Investors (USGI)
Texas
$401K +$419K +10,655 New
AP
360
Advisor Partners
California
$400K +$24.6K +626 +6%
FPS
361
Fieldpoint Private Securities
Connecticut
$399K -$32.6K -829 -7%
II
362
Inspire Investing
Idaho
$396K +$44.8K +1,141 +12%
EOJOAM
363
E. Ohman J:or Asset Management
Sweden
$389K
ACM
364
Argyle Capital Management
Pennsylvania
$381K
KRS
365
Kentucky Retirement Systems
Kentucky
$381K +$22.8K +580 +6%
APA
366
American Portfolios Advisors
New York
$378K -$17.2K -438 -4%
EWM
367
Evermay Wealth Management
Virginia
$375K +$70.2K +1,786 +22%
RJT
368
Raymond James Trust
Florida
$373K -$69K -1,755 -15%
HDIM
369
Hanson & Doremus Investment Management
Vermont
$373K
MCM
370
Mengis Capital Management
Oregon
$368K
LIA
371
LS Investment Advisors
Michigan
$368K +$17.9K +455 +5%
BCM
372
Bayesian Capital Management
New York
$364K +$379K +9,656 New
AMI
373
Amica Mutual Insurance
Rhode Island
$349K
SWM
374
SeaCrest Wealth Management
New York
$349K +$34.9K +888 +11%
PM
375
Parametrica Management
Hong Kong
$344K +$359K +9,145 New

BWA Hedge Fund Activity: Q3 2018 in Review

551 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2018, worth a combined $8.19B — down 2.4% from $8.4B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of BWA and 53 opened new positions — a net loss of 31 holders — while 207 trimmed existing stakes and 202 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $201M. The largest seller was Capital Research Global Investors, cutting an estimated $370M.

  • 551 institutional investors held BorgWarner (BWA) as of Q3 2018, down from 590 in Q2 2018.
  • Funds reported $8.19B of BorgWarner stock for Q3 2018, down 2.4% quarter-over-quarter.
  • 53 funds opened new BorgWarner positions in Q3 2018 and 84 closed out, a net change of -31 holders.
  • The largest BorgWarner buyer in Q3 2018 was Capital International Investors, an estimated $201M added.
  • The largest BorgWarner seller in Q3 2018 was Capital Research Global Investors, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2018.