BorgWarner
523 hedge funds and large institutions have $8.22B invested in BorgWarner in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 57 closing their positions.
42% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 57
26% more call options, than puts
Call options by funds: $35.5M | Put options by funds: $28.1M
4% more funds holding
Funds holding: 501 → 523 (+22)
4% more capital invested
Capital invested by funds: $7.88B → $8.22B (+$342M)
8% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 193
5.45% less ownership
Funds ownership: 122.43% → 116.98% (-5.4%)
35% less funds holding in top 10
Funds holding in top 10: 17 → 11 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$39.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$30M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.7M |
| 5 |
Morgan Stanley
New York
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$129M |
| 2 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$64.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$40.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$35.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
576
Balentine LLC
Atlanta,
Georgia
| – | -$3K | -82 | Closed |
|
|
NC
577
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2K | -58 | Closed |
|
|
RA
578
Royce & Associates
New York
| – | -$1K | -33 | Closed |
|
579
Fidelity International
Hamilton,
Bermuda
| – | +$413 | +12 | New |
|
BWA Hedge Fund Activity: Q3 2020 in Review
523 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2020, worth a combined $8.22B — up 4.3% from $7.88B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new BWA positions and 57 closed out — a net gain of 24 holders — while 177 added to existing stakes and 193 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $39.5M. The largest seller was Goldman Sachs, cutting an estimated $129M.
- 523 institutional investors held BorgWarner (BWA) as of Q3 2020, up from 501 in Q2 2020.
- Funds reported $8.22B of BorgWarner stock for Q3 2020, up 4.3% quarter-over-quarter.
- 81 funds opened new BorgWarner positions in Q3 2020 and 57 closed out, a net change of +24 holders.
- The largest BorgWarner buyer in Q3 2020 was D.E. Shaw & Co, an estimated $39.5M added.
- The largest BorgWarner seller in Q3 2020 was Goldman Sachs, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2020.