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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
AAMU
26
Amundi Asset Management US
Massachusetts
$74.8M +$1.71M +50,558 +2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$74.3M +$10.7M +316,212 +17%
SAM
28
Silvercrest Asset Management
New York
$72.8M +$19.1M +563,333 +36%
Legal & General Group
29
Legal & General Group
United Kingdom
$70.7M +$8.4M +247,708 +14%
PPA
30
Parametric Portfolio Associates
Washington
$67.8M -$4.37M -129,003 -6%
Charles Schwab
31
Charles Schwab
California
$67.7M +$11.8M +348,742 +21%
AI
32
Ariel Investments
Illinois
$67.3M -$4.61M -136,093 -6%
GLA
33
Great Lakes Advisors
Illinois
$62.4M +$1.97M +57,974 +3%
Morgan Stanley
34
Morgan Stanley
New York
$61.6M +$8.58M +253,093 +16%
Bank of America
35
Bank of America
North Carolina
$59M +$478K +14,108 +0.8%
UBS AM
36
UBS AM
Illinois
$57.3M +$14M +414,087 +33%
AllianceBernstein
37
AllianceBernstein
Tennessee
$50.2M +$13.7M +405,145 +38%
Ameriprise
38
Ameriprise
Minnesota
$49.4M +$4.57M +134,714 +10%
First Trust Advisors
39
First Trust Advisors
Illinois
$46.6M +$3.98M +117,285 +9%
EARNEST Partners
40
EARNEST Partners
Georgia
$43.7M +$2.42M +71,249 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$41.7M +$12M +355,138 +41%
EWM
42
Evercore Wealth Management
New York
$39.8M +$1.27M +37,571 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$35.7M +$4.47M +131,758 +14%
FCM
44
Frontier Capital Management
Massachusetts
$34.5M +$2.89M +85,355 +9%
Deutsche Bank
45
Deutsche Bank
Germany
$33.3M +$14.5M +428,248 +78%
Wells Fargo
46
Wells Fargo
California
$32.4M +$3.41M +100,664 +12%
GT
47
Glenmede Trust
Pennsylvania
$31.9M +$14.9M +440,885 +89%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$31.7M +$577K +17,007 +2%
MPMG
49
Minneapolis Portfolio Management Group
Minnesota
$29.9M +$44K +1,298 +0.1%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$29.6M +$29.5M +870,574 New

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.