BorgWarner
501 hedge funds and large institutions have $7.88B invested in BorgWarner in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 177 increasing their positions, 174 reducing their positions, and 67 closing their positions.
183% more funds holding in top 10
Funds holding in top 10: 6 → 17 (+11)
51% more capital invested
Capital invested by funds: $5.21B → $7.88B (+$2.66B)
37% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 67
4.93% more ownership
Funds ownership: 117.5% → 122.43% (+4.9%)
5% more funds holding
Funds holding: 479 → 501 (+22)
9% more call options, than puts
Call options by funds: $39.2M | Put options by funds: $35.9M
2% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$280M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$95.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$57.9M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$53.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$202M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$44.7M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$43M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$39.5M |
| 5 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$37.9M |
BWA Hedge Fund Activity: Q2 2020 in Review
501 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2020, worth a combined $7.88B — up 51% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BWA positions and 67 closed out — a net gain of 25 holders — while 177 added to existing stakes and 174 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $280M. The largest seller was Victory Capital Management, cutting an estimated $202M.
- 501 institutional investors held BorgWarner (BWA) as of Q2 2020, up from 479 in Q1 2020.
- Funds reported $7.88B of BorgWarner stock for Q2 2020, up 51% quarter-over-quarter.
- 92 funds opened new BorgWarner positions in Q2 2020 and 67 closed out, a net change of +25 holders.
- The largest BorgWarner buyer in Q2 2020 was Fidelity Investments, an estimated $280M added.
- The largest BorgWarner seller in Q2 2020 was Victory Capital Management, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2020.