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BorgWarner

583 hedge funds and large institutions have $10B invested in BorgWarner in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 233 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $21.9M

3% less capital invested

Capital invested by funds: $10.3B → $10B (-$315M)

1.41% less ownership

Funds ownership: 108.82%107.4% (-1.4%)

5% less funds holding

Funds holding: 612583 (-29)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 233

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
583
Holders Change
-29
Holders Change %
-4.74%
% of All Funds
13.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
56
Increased
195
Reduced
233
Closed
80
Calls
$32.9M
Puts
$21.9M
Net Calls
+$11M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DVM
501
Dreman Value Management
Florida
$33K
SIAS
502
Shine Investment Advisory Services
Colorado
$32K
RCAG
503
Rehmann Capital Advisory Group
Michigan
$32K +$33.8K +728 New
SPIA
504
Steward Partners Investment Advisory
New York
$31K -$2.32K -50 -7%
WT
505
Washington Trust
Rhode Island
$29K -$30.7K -661 -50%
PA
506
Parallel Advisors
California
$29K -$5.16K -111 -15%
WIM
507
Westside Investment Management
California
$28.3K
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$27K +$11.4K +246 +65%
FRA
509
Front Row Advisors
California
$24K +$2.51K +54 +11%
GLI
510
Guardian Life Insurance
New York
$23K -$9.71K -209 -29%
Lazard Asset Management
511
Lazard Asset Management
New York
$22K +$23.7K +510 New
First Manhattan
512
First Manhattan
New York
$21K
AC
513
Avestar Capital
New York
$21K +$1.39K +30 +6%
CPIG
514
Chicago Partners Investment Group
Illinois
$20K
GAM
515
Gemmer Asset Management
California
$20K
GBBWRPM
516
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K
CFA
517
Carroll Financial Associates
North Carolina
$19K
YWP
518
YorkBridge Wealth Partners
New York
$19K
AWMS
519
Advocacy Wealth Management Services
Georgia
$18K -$1.25K -27 -6%
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K -$4.23K -91 -19%
GWM
521
Geneos Wealth Management
Colorado
$16K -$3.07K -66 -15%
TWA
522
TCI Wealth Advisors
Arizona
$15K
FGC
523
Financial Gravity Companies
Texas
$15K +$2.23K +48 +16%
FGAM
524
Financial Gravity Asset Management
Texas
$15K +$16.5K +356 New
WEC
525
Winslow Evans & Crocker
Massachusetts
$14K

BWA Hedge Fund Activity: Q1 2018 in Review

583 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2018, worth a combined $10B — down 3.1% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BWA and 56 opened new positions — a net loss of 24 holders — while 233 trimmed existing stakes and 195 added.

The largest buyer was Janus Henderson Group, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $54.3M.

  • 583 institutional investors held BorgWarner (BWA) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $10B of BorgWarner stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 56 funds opened new BorgWarner positions in Q1 2018 and 80 closed out, a net change of -24 holders.
  • The largest BorgWarner buyer in Q1 2018 was Janus Henderson Group, an estimated $30.5M added.
  • The largest BorgWarner seller in Q1 2018 was Goldman Sachs, an estimated $54.3M sold.

Based on aggregated 13F filings for Q1 2018.