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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
SIM
551
Sonora Investment Management
Arizona
$3K – – –
BIA
552
Bell Investment Advisors
California
$3K +$2.63K +66 New
CWP
553
Concord Wealth Partners
Virginia
$2K -$4.69K -118 -73%
BWM
554
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
555
BerganKDV Wealth Management
Minnesota
$2K – – –
EW
556
Evoke Wealth
California
$2K – – –
EWA
557
Evolution Wealth Advisors
Florida
$2K – – –
KFI
558
Key Financial Inc
Pennsylvania
$2K – – –
LPWM
559
Lake Point Wealth Management
Texas
$2K – – –
MAM
560
McCarthy Asset Management
California
$2K – – –
SBL
561
Sargent Bickham Lagudis
Colorado
$2K – – –
PP
562
PrairieView Partners
Minnesota
$2K +$2.54K +64 New
SWA
563
Sutton Wealth Advisors
Florida
$1.12K -$1.27K -32 -52%
DFCM
564
Dark Forest Capital Management
Puerto Rico
$1K -$109K -2,749 -99%
AWM
565
AllSquare Wealth Management
New York
$1K -$52.7K -1,325 -98%
CFA
566
Carroll Financial Associates
North Carolina
$1K -$11.1K -278 -90%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$1K -$4.45K -112 -76%
LIM
568
Longfellow Investment Management
Massachusetts
$1K – – –
MA
569
MCF Advisors
Kentucky
$1K +$676 +17 New
SSB
570
Sandy Spring Bank
Maryland
$1K +$676 +17 New
EI
571
Ellevest Inc
New York
$1K +$716 +18 New
WIM
572
Westside Investment Management
California
$36 – – –
BBHC
573
Brown Brothers Harriman & Co
New York
$5 – – –
Neuberger Berman Group
574
Neuberger Berman Group
New York
– -$58.6M -1,371,095 Closed
DIA
575
Dana Investment Advisors
Wisconsin
– -$26.3M -616,191 Closed
21 22
23
24 25

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.