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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
Los Angeles Capital Management
576
Los Angeles Capital Management
California
– -$10.2M -238,642 Closed
MCM
577
Moore Capital Management
New York
– -$9.74M -227,863 Closed
PI
578
PGGM Investments
Netherlands
– -$9.71M -227,247 Closed
Wealth Enhancement Advisory Services
579
Wealth Enhancement Advisory Services
Minnesota
– -$9.12M -218,821 Closed
ADEF
580
Adams Diversified Equity Fund
Maryland
– -$7.07M -165,402 Closed
DA
581
Duality Advisers
Florida
– -$4.96M -116,149 Closed
Qube Research & Technologies (QRT)
582
Qube Research & Technologies (QRT)
United Kingdom
– -$3.75M -87,690 Closed
PI
583
PFS Investments
Georgia
– -$3.22M -76,565 Closed
WG
584
Watchman Group
Texas
– -$3.08M -72,101 Closed
Tudor Investment Corp
585
Tudor Investment Corp
Connecticut
– -$2.51M -63,232 Closed
Jane Street
586
Jane Street
New York
– -$1.73M -43,417 Closed
BCM
587
Beck Capital Management
Texas
– -$1.46M -34,141 Closed
Man Group
588
Man Group
United Kingdom
– -$1.31M -30,655 Closed
HF
589
HRT Financial
New York
– -$1.26M -29,625 Closed
FHB
590
First Hawaiian Bank
Hawaii
– -$1.23M -28,836 Closed
E
591
Ergoteles
New York
– -$1.21M -28,230 Closed
LHC
592
Little House Capital
Massachusetts
– -$1.04M -24,436 Closed
DTL
593
Dynamic Technology Lab
Singapore
– -$1M -23,424 Closed
Verition Fund Management
594
Verition Fund Management
Connecticut
– -$957K -22,396 Closed
CFA
595
Camarda Financial Advisors
Florida
– -$940K -22,001 Closed
BC
596
Brookfield Corp
Ontario, Canada
– -$903K -21,130 Closed
PP
597
Paloma Partners
Connecticut
– -$883K -20,676 Closed
YIH
598
Y-Intercept (HK)
Hong Kong
– -$743K -17,394 Closed
SIA
599
Strategic Investment Advisors
Michigan
– -$712K -16,673 Closed
OWA
600
Outlook Wealth Advisors
Texas
– -$620K -14,512 Closed
22 23
24
25 26

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.