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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
CTC
426
Central Trust Company
Missouri
$147K -$69.1K -2,039 -32%
TC
427
Tacita Capital
Ontario, Canada
$141K +$140K +4,134 New
PCG
428
Private Capital Group
Connecticut
$140K -$814 -24 -0.6%
IA
429
Inspire Advisors
Idaho
$133K +$133K +3,909 New
PA
430
Parallel Advisors
California
$132K -$6.14K -181 -4%
WT
431
Whittier Trust
California
$130K +$66.9K +1,972 +106%
ACA
432
Atlas Capital Advisors
Wyoming
$127K +$127K +3,735 New
OIA
433
Optimum Investment Advisors
Illinois
$125K +$11.6K +341 +10%
OC
434
Oakworth Capital
Alabama
$122K
GWM
435
Geneos Wealth Management
Colorado
$112K +$25.4K +748 +27%
AIL
436
AGF Investments LLC
Ontario, Canada
$111K +$108K +3,176 +3,781%
CMBA
437
C.M. Bidwell & Associates
Hawaii
$109K +$109K +3,204 New
HPC
438
HM Payson & Co
Maine
$102K -$3.87K -114 -4%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$99K +$1.7K +50 +2%
APC
440
Aspire Private Capital
North Carolina
$96K +$14.6K +430 +18%
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$86K +$85.3K +2,517 New
NIM
442
NuWave Investment Management
New Jersey
$82K -$38.1K -1,124 -32%
ECM
443
Estabrook Capital Management
New York
$79.7K -$1.22K -36 -2%
S
444
SignatureFD
Georgia
$74K -$1.02K -30 -1%
O
445
Ossiam
France
$73K -$2K -59 -3%
LGA
446
Lebenthal Global Advisors
New York
$73K +$73.6K +2,171 New
CIA
447
CSat Investment Advisory
Michigan
$69K -$2.88K -85 -4%
MAM
448
Meeder Asset Management
Ohio
$68K -$933K -27,531 -93%
SAM
449
Shell Asset Management
Netherlands
$67K
FA
450
Fortis Advisors
Pennsylvania
$65K

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.