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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
PVH
601
Psagot Value Holdings
Israel
– -$598K -14,007 Closed
OPPTF
602
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$587K -13,658 Closed
OPS
603
Orion Portfolio Solutions
Nebraska
– -$568K -13,292 Closed
BAM
604
Beaumont Asset Management
Texas
– -$536K -12,549 Closed
FCBT
605
First Citizens Bank & Trust
North Carolina
– -$518K -12,114 Closed
AII
606
AGF Investments Inc
Ontario, Canada
– -$454K -10,623 Closed
CIP
607
Cornerstone Investment Partners
Georgia
– -$437K -10,224 Closed
PCM
608
Prelude Capital Management
New York
– -$422K -9,874 Closed
SCA
609
Snowden Capital Advisors
New York
– -$403K -9,440 Closed
ESCM
610
Echo Street Capital Management
New York
– -$378K -8,857 Closed
T
611
TRUADVICE
Florida
– -$339K -8,141 Closed
MME
612
Meag Munich Ergo
Germany
– -$320K -7,496 Closed
B
613
BP
United Kingdom
– -$304K -7,120 Closed
RIM
614
Redpoint Investment Management
Australia
– -$291K -6,802 Closed
MLL
615
Moody Lynn & Lieberson
Massachusetts
– -$287K -6,724 Closed
BWM
616
Buckley Wealth Management
Nevada
– -$285K -6,668 Closed
AI
617
AXS Investments
New York
– -$279K -6,521 Closed
FRM
618
Fox Run Management
Connecticut
– -$261K -6,120 Closed
TCM
619
Tuttle Capital Management
Connecticut
– -$257K -6,006 Closed
CC
620
Courier Capital
New York
– -$255K -5,969 Closed
MGIM
621
M&G Investment Management
United Kingdom
– -$245 -5,683 Closed
CCP
622
Corient Capital Partners
California
– -$234K -5,456 Closed
CW
623
CreativeOne Wealth
Kansas
– -$230K -5,384 Closed
CCI
624
Credit Capital Investments
New Jersey
– -$229K -5,366 Closed
TC
625
Tatro Capital
Kentucky
– -$228K -5,328 Closed
23 24
25
26 27

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.