BorgWarner
581 hedge funds and large institutions have $9.7B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 234 reducing their positions, and 83 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more call options, than puts
Call options by funds: $36.9M | Put options by funds: $33.2M
0.46% less ownership
Funds ownership: 106.8% → 106.34% (-0.46%)
9% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 234
7% less funds holding
Funds holding: 628 → 581 (-47)
11% less capital invested
Capital invested by funds: $10.9B → $9.7B (-$1.24B)
47% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$77.5M |
| 2 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$62M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$57.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$50.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$60.1M |
| 3 |
Neuberger Berman Group
New York
|
-$58.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$37.7M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$32M |
BWA Hedge Fund Activity: Q3 2021 in Review
581 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2021, worth a combined $9.7B — down 11% from $10.9B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of BWA and 44 opened new positions — a net loss of 39 holders — while 234 trimmed existing stakes and 212 added.
The largest buyer was SEI Investments, adding an estimated $77.5M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.
- 581 institutional investors held BorgWarner (BWA) as of Q3 2021, down from 628 in Q2 2021.
- Funds reported $9.7B of BorgWarner stock for Q3 2021, down 11% quarter-over-quarter.
- 44 funds opened new BorgWarner positions in Q3 2021 and 83 closed out, a net change of -39 holders.
- The largest BorgWarner buyer in Q3 2021 was SEI Investments, an estimated $77.5M added.
- The largest BorgWarner seller in Q3 2021 was Fidelity Investments, an estimated $86.5M sold.
Based on aggregated 13F filings for Q3 2021.