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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
PWMG
526
Prestige Wealth Management Group
New Jersey
$3K +$373 +11 +13%
BWM
527
Baystate Wealth Management
Massachusetts
$2K
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
EWA
529
Evolution Wealth Advisors
Florida
$2K
LC
530
Lindbrook Capital
California
$2K
SIM
531
Sonora Investment Management
Arizona
$2K
EW
532
Evoke Wealth
California
$2K +$475 +14 +27%
PFO
533
Pathstone Family Office
New Jersey
$2K +$1.7K +50 New
KFI
534
Key Financial Inc
Pennsylvania
$2K +$2.03K +60 New
MAM
535
McCarthy Asset Management
California
$2K +$2.03K +60 New
SBL
536
Sargent Bickham Lagudis
Colorado
$2K +$2.03K +60 New
Rockefeller Capital Management
537
Rockefeller Capital Management
New York
$1K -$7.59K -224 -80%
TWA
538
TCI Wealth Advisors
Arizona
$1K -$983 -29 -47%
BWM
539
BerganKDV Wealth Management
Minnesota
$1K
GI
540
Gradient Investments
Minnesota
$1K
M
541
MOTCO
Texas
$1K
PFPT
542
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K
ZB
543
Zions Bancorporation
Utah
$1K
GWS
544
Glassman Wealth Services
Virginia
$1K +$102 +3 +9%
LIM
545
Longfellow Investment Management
Massachusetts
$1K +$237 +7 New
MA
546
MUFG Americas
New York
$1K +$543 +16 New
SWM
547
Sugarloaf Wealth Management
Georgia
$1K +$543 +16 New
NSB
548
Norway Savings Bank
Maine
$1K +$882 +26 New
BC
549
Bartlett & Co
Ohio
$1K +$915 +27 New
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.22K +36 New

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.