BorgWarner
518 hedge funds and large institutions have $11.7B invested in BorgWarner in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 181 increasing their positions, 201 reducing their positions, and 38 closing their positions.
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
0.58% more ownership
Funds ownership: 102.62% → 103.2% (+0.58%)
1% less funds holding
Funds holding: 521 → 518 (-3)
10% less call options, than puts
Call options by funds: $15.6M | Put options by funds: $17.4M
10% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 201
6% less capital invested
Capital invested by funds: $12.4B → $11.7B (-$713M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$141M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$76.3M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$51.1M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
+$49.6M |
| 5 |
Neuberger Berman Group
New York
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$120M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$86.4M |
| 3 |
TP
Theleme Partners
London,
United Kingdom
|
-$77M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.8M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$32.9M |
BWA Hedge Fund Activity: Q2 2015 in Review
518 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2015, worth a combined $11.7B — down 5.8% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new BWA positions and 38 closed out — a net gain of 7 holders — while 181 added to existing stakes and 201 trimmed.
The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $141M. The largest seller was abrdn Investment Management, cutting an estimated $120M.
- 518 institutional investors held BorgWarner (BWA) as of Q2 2015, down from 521 in Q1 2015.
- Funds reported $11.7B of BorgWarner stock for Q2 2015, down 5.8% quarter-over-quarter.
- 45 funds opened new BorgWarner positions in Q2 2015 and 38 closed out, a net change of +7 holders.
- The largest BorgWarner buyer in Q2 2015 was Waddell & Reed Financial, an estimated $141M added.
- The largest BorgWarner seller in Q2 2015 was abrdn Investment Management, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2015.