BorgWarner
612 hedge funds and large institutions have $10.3B invested in BorgWarner in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 192 increasing their positions, 240 reducing their positions, and 40 closing their positions.
133% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 40
9% more funds holding
Funds holding: 560 → 612 (+52)
0.87% less ownership
Funds ownership: 109.68% → 108.82% (-0.87%)
1% less capital invested
Capital invested by funds: $10.4B → $10.3B (-$134M)
20% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 240
23% less call options, than puts
Call options by funds: $19.4M | Put options by funds: $25.1M
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$95.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$63.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23.9M |
| 5 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$199M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$95.1M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$66.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$28M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$27.3M |
BWA Hedge Fund Activity: Q4 2017 in Review
612 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2017, worth a combined $10.3B — down 1.3% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BWA positions and 40 closed out — a net gain of 53 holders — while 192 added to existing stakes and 240 trimmed.
The largest buyer was BlackRock, adding an estimated $95.8M. The largest seller was Capital Research Global Investors, cutting an estimated $199M.
- 612 institutional investors held BorgWarner (BWA) as of Q4 2017, up from 560 in Q3 2017.
- Funds reported $10.3B of BorgWarner stock for Q4 2017, down 1.3% quarter-over-quarter.
- 93 funds opened new BorgWarner positions in Q4 2017 and 40 closed out, a net change of +53 holders.
- The largest BorgWarner buyer in Q4 2017 was BlackRock, an estimated $95.8M added.
- The largest BorgWarner seller in Q4 2017 was Capital Research Global Investors, an estimated $199M sold.
Based on aggregated 13F filings for Q4 2017.