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BorgWarner
BWA

594 hedge funds and large institutions have $10.5B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 71

23% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $29.6M

18% more capital invested

Capital invested by funds: $8.91B → $10.5B (+$1.56B)

6% more funds holding

Funds holding: 562 → 594 (+32)

0.6% more ownership

Funds ownership: 106.87% → 107.47% (+0.6%)

0% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 203

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
594
Holders Change
+32
Holders Change %
+5.69%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
202
Reduced
203
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$148M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$62.7M
3
FCM
Frontier Capital Management
Massachusetts
+$56M
4
KP
Kiltearn Partners
United Kingdom
+$40.4M
5
Franklin Resources
Franklin Resources
California
+$36M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
-$133M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$106M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$95.9M
4
Harris Associates
Harris Associates
Illinois
-$88.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
576
CVA Family Office
Colorado
$2K +$1.56K +40 New
HI
577
Hudock Inc
Pennsylvania
$2K +$2.07K +53 New
SWA
578
Sutton Wealth Advisors
Florida
$1.11K – – –
LIM
579
Longfellow Investment Management
Massachusetts
$1K – – –
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
MWP
581
Meridian Wealth Partners
Pennsylvania
$1K +$663 +17 New
WP
582
WealthShield Partners
North Carolina
$1K +$974 +25 New
WIM
583
Westside Investment Management
California
$52 – – –
BBHC
584
Brown Brothers Harriman & Co
New York
$7 +$3.23K +83 +95%
SWM
585
Sugarloaf Wealth Management
Georgia
$1 – – –
Arrowstreet Capital
586
Arrowstreet Capital
Massachusetts
– -$29.6M -870,574 Closed
D.E. Shaw & Co
587
D.E. Shaw & Co
New York
– -$21.2M -622,686 Closed
RPI
588
Railway Pension Investments
United Kingdom
– -$7.79M -229,131 Closed
N
589
Natixis
France
– -$7.62M -223,875 Closed
BC
590
Brookfield Corp
Ontario, Canada
– -$5.8M -170,400 Closed
MCM
591
Moon Capital Management
New York
– -$2.03M -59,614 Closed
SCCM
592
Schafer Cullen Capital Management
New York
– -$1.92M -56,354 Closed
TAM
593
Trillium Asset Management
Massachusetts
– -$1.75M -51,338 Closed
ETM
594
Euclidean Technologies Management
Washington
– -$1.74M -51,072 Closed
MC
595
Maverick Capital
Texas
– -$1.5M -44,062 Closed
RIA
596
Regal Investment Advisors
Michigan
– -$1.46M -42,870 Closed
PAA
597
Peregrine Asset Advisers
Oregon
– -$1.44M -42,456 Closed
Verition Fund Management
598
Verition Fund Management
Connecticut
– -$1.31M -38,484 Closed
MSA
599
Mason Street Advisors
Wisconsin
– -$1.3M -38,317 Closed
PG
600
Pendal Group
Australia
– -$1.17M -34,290 Closed
22 23
24
25 26

BWA Hedge Fund Activity: Q1 2021 in Review

594 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2021, worth a combined $10.5B — up 18% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new BWA positions and 71 closed out — a net gain of 37 holders — while 202 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $148M. The largest seller was Ceredex Value Advisors, cutting an estimated $133M.

  • 594 institutional investors held BorgWarner (BWA) as of Q1 2021, up from 562 in Q4 2020.
  • Funds reported $10.5B of BorgWarner stock for Q1 2021, up 18% quarter-over-quarter.
  • 108 funds opened new BorgWarner positions in Q1 2021 and 71 closed out, a net change of +37 holders.
  • The largest BorgWarner buyer in Q1 2021 was BlackRock, an estimated $148M added.
  • The largest BorgWarner seller in Q1 2021 was Ceredex Value Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2021.