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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
BCWM
551
Bartlett & Co Wealth Management
Ohio
$927 +$915 +27 New
SWA
552
Sutton Wealth Advisors
Florida
$927 +$915 +27 New
WIM
553
Westside Investment Management
California
$44 +$40.5K +1,193 +1,170%
CCMG
554
Clark Capital Management Group
Pennsylvania
-$29.7M -872,355 Closed
JCI
555
Jet Capital Investors
New York
-$22.6M -661,368 Closed
BAPIM
556
British Airways Pensions Investment Management
United Kingdom
-$14.7M -429,652 Closed
SAM
557
Scopus Asset Management
New York
-$12.8M -375,414 Closed
Lazard Asset Management
558
Lazard Asset Management
New York
-$12.3M -362,130 Closed
WMSA
559
Weiss Multi-Strategy Advisers
New York
-$11M -322,660 Closed
CCI
560
Columbus Circle Investors
-$9.09M -266,518 Closed
HF
561
HRT Financial
New York
-$9.04M -265,245 Closed
Adage Capital Partners
562
Adage Capital Partners
Massachusetts
-$8.99M -263,672 Closed
OCM
563
Ovata Capital Management
Hong Kong
-$8.4M -246,268 Closed
UOC
564
UBS O'Connor
Illinois
-$7.27M -213,153 Closed
BGIM
565
Brandywine Global Investment Management
Pennsylvania
-$6.82M -200,071 Closed
FBCM
566
Fort Baker Capital Management
California
-$5.86M -171,890 Closed
TEE
567
Tibra Equities Europe
United Kingdom
-$4.44M -130,229 Closed
ECM
568
ExodusPoint Capital Management
New York
-$4.16M -121,988 Closed
PMAM
569
Picton Mahoney Asset Management
Ontario, Canada
-$4.07M -119,482 Closed
DA
570
Duality Advisers
Florida
-$3.99M -116,985 Closed
MFS
571
Mirabella Financial Services
United Kingdom
-$3.94M -115,653 Closed
Twin Tree Management
572
Twin Tree Management
Texas
-$2.6M -76,148 Closed
BA
573
Bridgewater Associates
Connecticut
-$2.13M -62,529 Closed
EAM
574
Eagle Asset Management
Florida
-$1.78M -53,230 Closed
AGM
575
Alpine Global Management
New York
-$1.67M -48,901 Closed

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.