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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
NIMI
601
Natixis Investment Managers International
France
-$1.11M -24,691 Closed
MF
602
Magnetar Financial
Illinois
-$1.06M -23,686 Closed
SSA
603
Schonfeld Strategic Advisors
New York
-$1.04M -23,193 Closed
EGM
604
Engineers Gate Manager
New York
-$1.04M -23,140 Closed
GH
605
GAM Holding
Switzerland
-$1.03M -22,913 Closed
HAG
606
HighPoint Advisor Group
Illinois
-$780K -16,947 Closed
FRM
607
Fox Run Management
Connecticut
-$720K -16,012 Closed
WCA
608
Westover Capital Advisors
Delaware
-$632K -14,051 Closed
FP
609
FDO Partners
Massachusetts
-$621K -13,809 Closed
GCA
610
Gideon Capital Advisors
New York
-$601K -13,356 Closed
MAM
611
Morse Asset Management
Connecticut
-$516K -11,474 Closed
WCM
612
Washington Capital Management
Washington
-$511K -11,360 Closed
SM
613
Sciencast Management
New Jersey
-$473K -9,538 Closed
MWM
614
Meridian Wealth Management
Kentucky
-$404K -8,969 Closed
NIM
615
NuWave Investment Management
New Jersey
-$402K -8,934 Closed
QAM
616
Quantres Asset Management
Cayman Islands
-$388K -8,634 Closed
VFPI
617
Vantage Financial Partners (Illinois)
Illinois
-$388K -8,634 Closed
Arrowstreet Capital
618
Arrowstreet Capital
Massachusetts
-$378K -8,406 Closed
WI
619
Wintrust Investments
Illinois
-$375K -8,341 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
620
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$367K -8,167 Closed
LNC
621
Lincoln National Corp
Pennsylvania
-$336K -7,473 Closed
Capital Fund Management (CFM)
622
Capital Fund Management (CFM)
France
-$334K -7,184 Closed
PAG
623
Private Advisor Group
New Jersey
-$338K -6,970 Closed
PNAA
624
Pictet North America Advisors
Switzerland
-$301K -6,702 Closed
DCM
625
Dynamic Capital Management
Jersey
-$269K -5,973 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.