BorgWarner
BWA
491 hedge funds and large institutions have $7.03B invested in BorgWarner in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 197 increasing their positions, 176 reducing their positions, and 60 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 176
1.06% more ownership
Funds ownership: 104.38% → 105.44% (+1.1%)
4% less funds holding
Funds holding: 513 → 491 (-22)
12% less capital invested
Capital invested by funds: $7.99B → $7.03B (-$957M)
32% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 60
38% less call options, than puts
Call options by funds: $27.6M | Put options by funds: $44.7M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$77.4M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$47.7M |
| 3 |
EWM
Evercore Wealth Management
New York
|
+$38.1M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$36.3M |
| 5 |
Bank of New York Mellon
New York
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$90.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$82.8M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$32.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$30.4M |
| 5 |
Neuberger Berman Group
New York
|
-$20.6M |
BWA Hedge Fund Activity: Q3 2019 in Review
491 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2019, worth a combined $7.03B — down 12% from $7.99B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of BWA and 41 opened new positions — a net loss of 19 holders — while 176 trimmed existing stakes and 197 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $77.4M. The largest seller was JP Morgan Chase, cutting an estimated $90.7M.
- 491 institutional investors held BorgWarner (BWA) as of Q3 2019, down from 513 in Q2 2019.
- Funds reported $7.03B of BorgWarner stock for Q3 2019, down 12% quarter-over-quarter.
- 41 funds opened new BorgWarner positions in Q3 2019 and 60 closed out, a net change of -19 holders.
- The largest BorgWarner buyer in Q3 2019 was Diamond Hill Capital Management, an estimated $77.4M added.
- The largest BorgWarner seller in Q3 2019 was JP Morgan Chase, an estimated $90.7M sold.
Based on aggregated 13F filings for Q3 2019.