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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
WEC
476
Winslow Evans & Crocker
Massachusetts
$29K +$15.5K +457 +113%
VBCG
477
Valley Brook Capital Group
Pennsylvania
$29K +$29.4K +866 New
HA
478
H2O AM
United Kingdom
$27K -$23.1K -682 -46%
ASN
479
Advisory Services Network
Georgia
$27K -$6.65K -196 -19%
T
480
TOBAM
France
$27K
JCM
481
Jacobi Capital Management
Pennsylvania
$26K +$25.7K +757 New
LAS
482
Lloyd Advisory Services
Georgia
$24K
IA
483
IFP Advisors
Florida
$21K +$4.68K +138 +28%
APA
484
American Portfolios Advisors
New York
$20.8K -$949 -28 -4%
PMFA
485
Plante Moran Financial Advisors
Michigan
$20K -$14.9K -440 -43%
LFG
486
Larson Financial Group
Missouri
$20K -$102 -3 -0.5%
AA
487
Ancora Advisors
Ohio
$19K -$19.3K -568 -50%
NFG
488
Next Financial Group
Texas
$17K -$1.8K -53 -10%
RE
489
RBC Europe
United Kingdom
$17K
BCA
490
Berman Capital Advisors
Georgia
$16K -$1.02K -30 -6%
WB
491
Webster Bank
Connecticut
$16K
FRA
492
Front Row Advisors
California
$15K
Fuller & Thaler Asset Management
493
Fuller & Thaler Asset Management
California
$14K
HGWM
494
Harvest Group Wealth Management
Massachusetts
$12K
JFA
495
JNBA Financial Advisors
Minnesota
$12K
GRP
496
Global Retirement Partners
California
$12K +$2.65K +78 +28%
SN
497
Sittner & Nelson
Oregon
$12K +$11.6K +341 New
JGIA
498
Jackson Grant Investment Advisers
Connecticut
$11K +$10.6K +314 New
PWPS
499
Pinnacle Wealth Planning Services
Ohio
$11K +$11.3K +332 New
AWA
500
Arkadios Wealth Advisors
Georgia
$10K -$407 -12 -4%

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.