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BorgWarner
BWA

581 hedge funds and large institutions have $9.7B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 234 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $33.2M

0.46% less ownership

Funds ownership: 106.8% → 106.34% (-0.46%)

9% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 234

7% less funds holding

Funds holding: 628 → 581 (-47)

11% less capital invested

Capital invested by funds: $10.9B → $9.7B (-$1.24B)

47% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 83

Holders
581
Holders Change
-47
Holders Change %
-7.48%
% of All Funds
10.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
44
Increased
212
Reduced
234
Closed
83
Calls
$36.9M
Puts
$33.2M
Net Calls
+$3.74M
Net Calls Change
-$25M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$77.5M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$62M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$57.7M
4
American Century Companies
American Century Companies
Missouri
+$50.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
2
Invesco
Invesco
Georgia
-$60.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$58.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$37.7M
5
FCM
Frontier Capital Management
Massachusetts
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
526
Graves Light Lenhart Wealth
Virginia
$9K – – –
TFO
527
Tarbox Family Office
California
$8K +$1.11K +28 +15%
Fuller & Thaler Asset Management
528
Fuller & Thaler Asset Management
California
$7K – – –
HWM
529
Holloway Wealth Management
Florida
$6K – – –
SC
530
Sierra Capital
Florida
$6K – – –
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.62K – – –
APC
532
Aspire Private Capital
North Carolina
$5K -$408K -10,272 -99%
SIM
533
Sentry Investment Management
Wisconsin
$5K -$716 -18 -13%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
PG
535
Proffitt & Goodson
Tennessee
$5K – – –
TFGT
536
TS Financial Group (TSFG)
Illinois
$5K – – –
TCWM
537
Total Clarity Wealth Management
Illinois
$5K +$5.69K +143 New
TG
538
TCW Group
California
$4.5K +$715K +17,974 +18%
GWS
539
Glassman Wealth Services
Virginia
$4K -$1.79K -45 -33%
RA
540
Resolute Advisors
California
$4K -$795 -20 -15%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$4K -$517 -13 -12%
EBA
542
Eagle Bay Advisors
New York
$4K -$199 -5 -5%
BAM
543
Barrett Asset Management
New York
$4K – – –
PWMG
544
Prestige Wealth Management Group
New Jersey
$4K – – –
LC
545
Lindbrook Capital
California
$4K +$239 +6 +7%
IBOK
546
Independence Bank of Kentucky
Kentucky
$4K +$4.53K +114 New
Nisa Investment Advisors
547
Nisa Investment Advisors
Missouri
$3.66K – – –
TWA
548
TCI Wealth Advisors
Arizona
$3K -$4.29K -108 -61%
ZB
549
Zions Bancorporation
Utah
$3K -$795 -20 -18%
JPLA
550
Joseph P. Lucia & Associates
New York
$3K – – –
20 21
22
23 24

BWA Hedge Fund Activity: Q3 2021 in Review

581 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2021, worth a combined $9.7B — down 11% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BWA and 44 opened new positions — a net loss of 39 holders — while 234 trimmed existing stakes and 212 added.

The largest buyer was SEI Investments, adding an estimated $77.5M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.

  • 581 institutional investors held BorgWarner (BWA) as of Q3 2021, down from 628 in Q2 2021.
  • Funds reported $9.7B of BorgWarner stock for Q3 2021, down 11% quarter-over-quarter.
  • 44 funds opened new BorgWarner positions in Q3 2021 and 83 closed out, a net change of -39 holders.
  • The largest BorgWarner buyer in Q3 2021 was SEI Investments, an estimated $77.5M added.
  • The largest BorgWarner seller in Q3 2021 was Fidelity Investments, an estimated $86.5M sold.

Based on aggregated 13F filings for Q3 2021.