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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
JWCA
401
J.W. Cole Advisors
Florida
$222K -$9.22K -272 -4%
AL
402
AJO LP
Pennsylvania
$222K +$221K +6,530 New
SFS
403
Sowell Financial Services
Arkansas
$220K -$32.3K -954 -13%
EVM
404
Eaton Vance Management
Massachusetts
$218K +$4.27K +126 +2%
BIAS
405
Beacon Investment Advisory Services
New Jersey
$215K
Vontobel Holding
406
Vontobel Holding
Switzerland
$211K +$187K +5,506 New
FMT
407
First Mercantile Trust
Tennessee
$210K -$17.3K -509 -8%
IC
408
Intersect Capital
California
$206K -$36.8K -1,085 -15%
JF
409
Jump Financial
Illinois
$205K -$18.2K -536 -8%
GTAM
410
Global Trust Asset Management
Florida
$203K +$49.5K +1,461 +33%
AC
411
Athanor Capital
New York
$201K +$200K +5,909 New
EIP
412
Ellis Investment Partners
Pennsylvania
$189K -$20.2K -595 -10%
VCG
413
Vantage Consulting Group
Virginia
$188K +$187K +5,528 New
ST
414
Smithfield Trust
Pennsylvania
$187K +$1.93K +57 +1%
VI
415
Vestcor Inc
New Brunswick, Canada
$180K +$13.8K +407 +8%
CFGS
416
Concourse Financial Group Securities
Alabama
$173K +$19.1K +563 +12%
Barrow, Hanley, Mewhinney & Strauss
417
Barrow, Hanley, Mewhinney & Strauss
Texas
$167K -$1.9K -56 -1%
FBT
418
First Bank & Trust
South Dakota
$166K -$13.1K -386 -7%
AIM
419
Anchor Investment Management
South Carolina
$160K -$7.73K -228 -5%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K +$158K +4,662 New
NICM
421
Neo Ivy Capital Management
New York
$154K -$52.9K -1,559 -26%
RWB
422
RMR Wealth Builders
New Jersey
$153K +$153K +4,512 New
AIP
423
Ameritas Investment Partners
Nebraska
$149K +$19.3K +568 +15%
CA
424
Capitolis Advisors
New York
$149K +$148K +4,367 New
FHA
425
First Horizon Advisors
Tennessee
$148K +$127K +3,738 +590%

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.