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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
CWC
451
Carolinas Wealth Consulting
North Carolina
$65K +$15.7K +463 +32%
WT
452
Washington Trust
Rhode Island
$63K
HL
453
Harding Loevner
New Jersey
$62K
CG
454
Cutler Group
California
$61K +$60.8K +1,794 New
PS
455
Planned Solutions
California
$58K +$57.8K +1,704 New
MIHAS
456
Maj Invest Holding A/S
Denmark
$58K +$58K +1,712 New
FF
457
FourThought Financial
Florida
$58K +$58.3K +1,718 New
PWM
458
Perigon Wealth Management
California
$56K +$55.7K +1,643 New
ETC
459
Exchange Traded Concepts
Oklahoma
$49K -$1.03M -30,249 -95%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$46K
CAL
461
Capital Analysts LLC
Pennsylvania
$45K +$136 +4 +0.3%
BHWM
462
Bay Harbor Wealth Management
Maryland
$45K +$5.56K +164 +14%
AWM
463
AllSquare Wealth Management
New York
$44K
CFD
464
Creative Financial Designs
Indiana
$44K
CI
465
CX Institutional
Indiana
$42K +$3.25K +96 +9%
DZ Bank
466
DZ Bank
Germany
$41K
MCM
467
Manchester Capital Management
Vermont
$39K
FAM
468
Fred Alger Management
New York
$39K +$39.1K +1,154 New
QCG
469
Quadrant Capital Group
Ohio
$38K +$1.08K +32 +3%
HNB
470
Huntington National Bank
Ohio
$37K +$3.12K +92 +9%
AF
471
Advisornet Financial
Minnesota
$37K +$6.07K +179 +20%
Acadian Asset Management
472
Acadian Asset Management
Massachusetts
$37K +$36.9K +1,088 New
SPIA
473
Steward Partners Investment Advisory
New York
$35K +$6.61K +195 +24%
RWA
474
Ropes Wealth Advisors
Massachusetts
$33K +$33.2K +978 New
TPCW
475
TD Private Client Wealth
New York
$31.2K +$17.1K +503 +121%

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.