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BorgWarner
BWA

632 hedge funds and large institutions have $9.9B invested in BorgWarner in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 215 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 55

9% more funds holding

Funds holding: 581 → 632 (+51)

3% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 208

2% more capital invested

Capital invested by funds: $9.7B → $9.9B (+$198M)

2.07% less ownership

Funds ownership: 106.34% → 104.28% (-2.1%)

13% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $28.5M

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
632
Holders Change
+51
Holders Change %
+8.78%
% of All Funds
9.73%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
117
Increased
215
Reduced
208
Closed
55
Calls
$24.7M
Puts
$28.5M
Net Calls
-$3.72M
Net Calls Change
-$7.46M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$189M
2
Bank of America
Bank of America
North Carolina
+$34M
3
First Trust Advisors
First Trust Advisors
Illinois
+$30.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21M
5
BCIM
Black Creek Investment Management
Ontario, Canada
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$259M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$65.8M
3
BlackRock
BlackRock
New York
-$52.1M
4
Invesco
Invesco
Georgia
-$49.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$44.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
601
Ellevest Inc
New York
$3K +$2.41K +60 +333%
MTIC
602
Missouri Trust & Investment Company
Missouri
$3K +$3.41K +85 New
EBA
603
Eagle Bay Advisors
New York
$2K -$1.73K -43 -50%
BWM
604
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
605
BerganKDV Wealth Management
Minnesota
$2K – – –
EW
606
Evoke Wealth
California
$2K – – –
KFI
607
Key Financial Inc
Pennsylvania
$2K – – –
LPWM
608
Lake Point Wealth Management
Texas
$2K – – –
MAM
609
McCarthy Asset Management
California
$2K – – –
SBL
610
Sargent Bickham Lagudis
Colorado
$2K – – –
AWA
611
Amplius Wealth Advisors
Pennsylvania
$2K +$2.97K +74 New
SWA
612
Sutton Wealth Advisors
Florida
$1.17K – – –
PCH
613
Polar Capital Holdings
United Kingdom
$1.06K +$1.07M +26,619 New
SFCL
614
Strengthening Families & Communities LLC
Massachusetts
$1.05K +$1.07M +26,599 New
LIM
615
Longfellow Investment Management
Massachusetts
$1K – – –
LWA
616
Lenox Wealth Advisors
New York
$1K +$723 +18 New
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$1K +$803 +20 New
SCA
618
Snowden Capital Advisors
New York
$1K +$1.12K +28 New
AAP
619
Arax Advisory Partners
Colorado
$1K +$1.25K +31 New
SC
620
Schubert & Co
Texas
$1K +$1.45K +36 New
Lazard Asset Management
621
Lazard Asset Management
New York
$1K +$1.73K +43 New
RPCONE
622
Retirement Planning Company of New England
Rhode Island
$1K +$1.81K +45 New
WA
623
WestEnd Advisors
North Carolina
$90 +$80 +2 New
WIM
624
Westside Investment Management
California
$37 – – –
BBHC
625
Brown Brothers Harriman & Co
New York
$5 – – –
23 24
25
26 27

BWA Hedge Fund Activity: Q4 2021 in Review

632 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2021, worth a combined $9.9B — up 2% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new BWA positions and 55 closed out — a net gain of 62 holders — while 215 added to existing stakes and 208 trimmed.

The largest buyer was Harris Associates, adding an estimated $189M. The largest seller was Franklin Resources, cutting an estimated $259M.

  • 632 institutional investors held BorgWarner (BWA) as of Q4 2021, up from 581 in Q3 2021.
  • Funds reported $9.9B of BorgWarner stock for Q4 2021, up 2% quarter-over-quarter.
  • 117 funds opened new BorgWarner positions in Q4 2021 and 55 closed out, a net change of +62 holders.
  • The largest BorgWarner buyer in Q4 2021 was Harris Associates, an estimated $189M added.
  • The largest BorgWarner seller in Q4 2021 was Franklin Resources, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2021.