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BorgWarner

583 hedge funds and large institutions have $10B invested in BorgWarner in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 233 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $21.9M

3% less capital invested

Capital invested by funds: $10.3B → $10B (-$315M)

1.41% less ownership

Funds ownership: 108.82%107.4% (-1.4%)

5% less funds holding

Funds holding: 612583 (-29)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 233

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
583
Holders Change
-29
Holders Change %
-4.74%
% of All Funds
13.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
56
Increased
195
Reduced
233
Closed
80
Calls
$32.9M
Puts
$21.9M
Net Calls
+$11M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
576
Rational Advisors
New York
$1K +$651 +14 New
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$743 +16 New
MIM
578
Macroview Investment Management
Maryland
$1K +$1.49K +32 New
FMA
579
FNY Managed Accounts
New York
$1K +$1.53K +33 New
Nomura Holdings
580
Nomura Holdings
Japan
$778 -$139K -3,001 -15%
ED
581
Exane Derivatives
France
$49
Point72 Asset Management
582
Point72 Asset Management
Connecticut
-$21.6M -480,755 Closed
JG
583
Jefferies Group
New York
-$9.95M -221,235 Closed
TGA
584
Trilogy Global Advisors
Florida
-$6.76M -150,314 Closed
FQ
585
First Quadrant
California
-$5.75M -127,902 Closed
SCM
586
Stevens Capital Management
Pennsylvania
-$5.7M -126,756 Closed
B
587
BP
United Kingdom
-$3.98M -88,608 Closed
UFF
588
USA Financial Formulas
Michigan
-$3.35M -74,396 Closed
Eagle Capital Management (New York)
589
Eagle Capital Management (New York)
New York
-$3.27M -72,704 Closed
FAT
590
First American Trust
California
-$3.11M -69,156 Closed
QIM
591
Quantitative Investment Management
Virginia
-$2.94M -65,320 Closed
VIA
592
Virtus Investment Advisers
Connecticut
-$2.56M -56,865 Closed
TI
593
Trexquant Investment
Connecticut
-$2.37M -52,771 Closed
PG
594
PEAK6 Group
Illinois
-$2.41M -51,824 Closed
FSA
595
Franklin Street Advisors
North Carolina
-$2.33M -51,785 Closed
SCA
596
Sage Capital Advisors
South Dakota
-$1.94M -43,153 Closed
PPSG
597
Princeton Portfolio Strategies Group
New Jersey
-$1.43M -31,694 Closed
SLAM
598
Swiss Life Asset Management
-$1.32M -29,324 Closed
PBT
599
Pictet Bank & Trust
Bahamas
-$1.22M -27,088 Closed
CCIA
600
Campbell & Co Investment Adviser
Maryland
-$1.17M -25,910 Closed

BWA Hedge Fund Activity: Q1 2018 in Review

583 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2018, worth a combined $10B — down 3.1% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BWA and 56 opened new positions — a net loss of 24 holders — while 233 trimmed existing stakes and 195 added.

The largest buyer was Janus Henderson Group, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $54.3M.

  • 583 institutional investors held BorgWarner (BWA) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $10B of BorgWarner stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 56 funds opened new BorgWarner positions in Q1 2018 and 80 closed out, a net change of -24 holders.
  • The largest BorgWarner buyer in Q1 2018 was Janus Henderson Group, an estimated $30.5M added.
  • The largest BorgWarner seller in Q1 2018 was Goldman Sachs, an estimated $54.3M sold.

Based on aggregated 13F filings for Q1 2018.