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BorgWarner

583 hedge funds and large institutions have $10B invested in BorgWarner in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 233 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $21.9M

3% less capital invested

Capital invested by funds: $10.3B → $10B (-$315M)

1.41% less ownership

Funds ownership: 108.82%107.4% (-1.4%)

5% less funds holding

Funds holding: 612583 (-29)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 233

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
583
Holders Change
-29
Holders Change %
-4.74%
% of All Funds
13.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
56
Increased
195
Reduced
233
Closed
80
Calls
$32.9M
Puts
$21.9M
Net Calls
+$11M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
451
First Bank & Trust
South Dakota
$203K -$2.65K -57 -1%
AT
452
Arden Trust
Delaware
$202K -$5.39K -116 -2%
SC
453
Savant Capital
Illinois
$201K -$9.53K -205 -4%
IA
454
IFP Advisors
Florida
$201K
LBG
455
Lloyds Banking Group
United Kingdom
$201K +$10K +216 +5%
MYIA
456
Mount Yale Investment Advisors
Colorado
$200K +$210K +4,524 New
SC
457
SRB Corp
Massachusetts
$200K +$210K +4,524 New
PCG
458
Private Capital Group
Connecticut
$198K +$50.9K +1,096 +32%
ECM
459
Estabrook Capital Management
New York
$183K -$4.41K -95 -2%
Federated Hermes
460
Federated Hermes
Pennsylvania
$179K +$43.2K +930 +30%
KBFS
461
Kohmann Bosshard Financial Services
Ohio
$173K +$182K +3,924 New
HNB
462
Huntington National Bank
Ohio
$164K -$81.7K -1,759 -32%
OC
463
Oakworth Capital
Alabama
$155K -$558 -12 -0.3%
AF
464
Advisornet Financial
Minnesota
$153K +$77.6K +1,669 +93%
National Pension Service
465
National Pension Service
South Korea
$129K -$14.1M -303,991 -99%
S
466
SignatureFD
Georgia
$115K +$121K +2,607 New
AAP
467
Arax Advisory Partners
Colorado
$110K -$46.6K -1,003 -29%
WPW
468
Winthrop Partners - WNY
New York
$103K +$106K +2,272 New
WB
469
Webster Bank
Connecticut
$94K
ACA
470
Atlas Capital Advisors
Wyoming
$92.6K +$97.3K +2,095 New
NIT
471
NumerixS Investment Technologies
British Columbia, Canada
$92K -$238K -5,112 -70%
WT
472
Whittier Trust
California
$92K
WA
473
WealthTrust-Arizona
Arizona
$89K
ARMT
474
Amica Retiree Medical Trust
Rhode Island
$88K
PGA
475
Premia Global Advisors
Florida
$88K

BWA Hedge Fund Activity: Q1 2018 in Review

583 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2018, worth a combined $10B — down 3.1% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BWA and 56 opened new positions — a net loss of 24 holders — while 233 trimmed existing stakes and 195 added.

The largest buyer was Janus Henderson Group, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $54.3M.

  • 583 institutional investors held BorgWarner (BWA) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $10B of BorgWarner stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 56 funds opened new BorgWarner positions in Q1 2018 and 80 closed out, a net change of -24 holders.
  • The largest BorgWarner buyer in Q1 2018 was Janus Henderson Group, an estimated $30.5M added.
  • The largest BorgWarner seller in Q1 2018 was Goldman Sachs, an estimated $54.3M sold.

Based on aggregated 13F filings for Q1 2018.