We are live on ! Find out more
BWA icon

BorgWarner

427 hedge funds and large institutions have $5.73B invested in BorgWarner in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 161 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $11M | Put options by funds: $8.73M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 161

4% less funds holding

Funds holding: 443427 (-16)

4.76% less ownership

Funds ownership: 105.77%101.02% (-4.8%)

17% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 60

25% less capital invested

Capital invested by funds: $7.67B → $5.73B (-$1.93B)

Holders
427
Holders Change
-16
Holders Change %
-3.61%
% of All Funds
11.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
148
Reduced
161
Closed
60
Calls
$11M
Puts
$8.73M
Net Calls
+$2.27M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
376
Quadrant Capital Group
Ohio
$40K
WC
377
Whitnell & Co
Illinois
$39K
AssetMark Inc
378
AssetMark Inc
California
$38K +$4.66K +154 +12%
FNBT
379
FineMark National Bank & Trust
Florida
$37K
Toronto Dominion Bank
380
Toronto Dominion Bank
Ontario, Canada
$36K -$17.7K -585 -30%
GXMC
381
Global X Management Company
New York
$35K +$32.5K +1,076 +396%
Group One Trading
382
Group One Trading
Illinois
$34K -$27.5K -909 -41%
PCM
383
Penserra Capital Management
California
$34K +$13.2K +438 +51%
WA
384
WealthTrust-Arizona
Arizona
$32K -$3.51K -116 -9%
LWM
385
Lenox Wealth Management
Ohio
$32K -$2.66K -88 -7%
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
GLI
387
Guardian Life Insurance
New York
$24K -$514 -17 -2%
AIM
388
Advantage Investment Management
Iowa
$24K +$7.41K +245 +35%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$22K -$9.44K -312 -27%
CG
390
Cutler Group
California
$20K
BL
391
Balentine LLC
Georgia
$16K
AWMS
392
Advocacy Wealth Management Services
Georgia
$15K -$1.36K -45 -7%
GBBWRPM
393
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$30 +1 +0.2%
WEC
394
Winslow Evans & Crocker
Massachusetts
$14.9K -$2.66K -88 -13%
GWM
395
Geneos Wealth Management
Colorado
$14K -$1.3K -43 -7%
KF
396
Krilogy Financial
Missouri
$12K
MCA
397
Mercer Capital Advisers
New Jersey
$12K
TDC
398
Thompson Davis & Co
Virginia
$10K
GAM
399
Gemmer Asset Management
California
$9K -$30 -1 -0.3%
TWA
400
TCI Wealth Advisors
Arizona
$9K

BWA Hedge Fund Activity: Q2 2016 in Review

427 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2016, worth a combined $5.73B — down 25% from $7.67B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of BWA and 50 opened new positions — a net loss of 10 holders — while 161 trimmed existing stakes and 148 added.

The largest buyer was Norges Bank, adding an estimated $61.9M. The largest seller was Goldman Sachs, cutting an estimated $184M.

  • 427 institutional investors held BorgWarner (BWA) as of Q2 2016, down from 443 in Q1 2016.
  • Funds reported $5.73B of BorgWarner stock for Q2 2016, down 25% quarter-over-quarter.
  • 50 funds opened new BorgWarner positions in Q2 2016 and 60 closed out, a net change of -10 holders.
  • The largest BorgWarner buyer in Q2 2016 was Norges Bank, an estimated $61.9M added.
  • The largest BorgWarner seller in Q2 2016 was Goldman Sachs, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2016.