BorgWarner
514 hedge funds and large institutions have $8.25B invested in BorgWarner in 2017 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 59 closing their positions.
0% more capital invested
Capital invested by funds: $8.23B → $8.25B (+$20.6M)
0.85% less ownership
Funds ownership: 104.94% → 104.09% (-0.85%)
8% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 197
3% less funds holding
Funds holding: 529 → 514 (-15)
20% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 59
25% less call options, than puts
Call options by funds: $14.3M | Put options by funds: $19M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$53.4M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$50.9M |
| 3 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$26.9M |
| 4 |
Millennium Management
New York
|
+$24M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$79.5M |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$40.2M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$33.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$29.3M |
| 5 |
CCI
Columbus Circle Investors
|
-$24.8M |
BWA Hedge Fund Activity: Q2 2017 in Review
514 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2017, worth a combined $8.25B — up 0.25% from $8.23B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BWA and 47 opened new positions — a net loss of 12 holders — while 197 trimmed existing stakes and 182 added.
The largest buyer was Goldman Sachs, adding an estimated $53.4M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $79.5M.
- 514 institutional investors held BorgWarner (BWA) as of Q2 2017, down from 529 in Q1 2017.
- Funds reported $8.25B of BorgWarner stock for Q2 2017, up 0.25% quarter-over-quarter.
- 47 funds opened new BorgWarner positions in Q2 2017 and 59 closed out, a net change of -12 holders.
- The largest BorgWarner buyer in Q2 2017 was Goldman Sachs, an estimated $53.4M added.
- The largest BorgWarner seller in Q2 2017 was Alecta Tjanstepension Omsesidigt, an estimated $79.5M sold.
Based on aggregated 13F filings for Q2 2017.