BorgWarner
479 hedge funds and large institutions have $5.21B invested in BorgWarner in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 159 reducing their positions, and 106 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 159
11.88% more ownership
Funds ownership: 105.62% → 117.5% (+12%)
1% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $21.4M
7% less funds holding
Funds holding: 516 → 479 (-37)
29% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 106
37% less capital invested
Capital invested by funds: $8.33B → $5.21B (-$3.11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$273M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 3 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$92.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$79.6M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$60.9M |
| 2 |
JWBC
John W. Bristol & Co
New York
|
-$49.3M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$46.7M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$39.6M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$30.5M |
BWA Hedge Fund Activity: Q1 2020 in Review
479 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2020, worth a combined $5.21B — down 37% from $8.33B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of BWA and 75 opened new positions — a net loss of 31 holders — while 159 trimmed existing stakes and 181 added.
The largest buyer was Victory Capital Management, adding an estimated $273M. The largest seller was Amundi Asset Management US, cutting an estimated $60.9M.
- 479 institutional investors held BorgWarner (BWA) as of Q1 2020, down from 516 in Q4 2019.
- Funds reported $5.21B of BorgWarner stock for Q1 2020, down 37% quarter-over-quarter.
- 75 funds opened new BorgWarner positions in Q1 2020 and 106 closed out, a net change of -31 holders.
- The largest BorgWarner buyer in Q1 2020 was Victory Capital Management, an estimated $273M added.
- The largest BorgWarner seller in Q1 2020 was Amundi Asset Management US, an estimated $60.9M sold.
Based on aggregated 13F filings for Q1 2020.