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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
GAM
501
Gemmer Asset Management
California
$10K
PCM
502
Peregrine Capital Management
Minnesota
$10K
IAIM
503
International Assets Investment Management
Florida
$10K +$9.56K +282 New
GEA
504
Glen Eagle Advisors
New Jersey
$9.7K +$1.97K +58 +26%
AWM
505
Avior Wealth Management
Nebraska
$9K
GLLW
506
Graves Light Lenhart Wealth
Virginia
$8K +$7.7K +227 New
JWM
507
Janiczek Wealth Management
Colorado
$7K +$610 +18 +10%
PFBT
508
Parkside Financial Bank & Trust
Missouri
$7K +$882 +26 +15%
CCA
509
Childress Capital Advisors
Texas
$7K +$6.75K +199 New
RPWA
510
Regent Peak Wealth Advisors
Georgia
$7K +$7.05K +208 New
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TFGT
512
TS Financial Group (TSFG)
Illinois
$6K
SLF
513
Sun Life Financial
Ontario, Canada
$6K +$848 +25 +18%
TFO
514
Tarbox Family Office
California
$6K +$3.29K +97 +103%
TFIPS
515
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.02K +$5.02K +148 New
HFA
516
Hoover Financial Advisors
Pennsylvania
$5K +$4.82K +142 New
ICP
517
Interchange Capital Partners
Pennsylvania
$5K +$5.36K +158 New
CB
518
Community Bank
New York
$4K
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$4K +$102 +3 +3%
1IA
520
1834 Investment Advisors
Wisconsin
$4K +$3.73K +110 New
AIG
521
American International Group
New York
$3.01K +$375K +11,071 +14%
AssetMark Inc
522
AssetMark Inc
California
$3K -$4.48K -132 -64%
FHC
523
First Horizon Corporation
Tennessee
$3K -$237 -7 -6%
BBHC
524
Brown Brothers Harriman & Co
New York
$3K
HCP
525
Hexagon Capital Partners
Arkansas
$3K

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.