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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
Capstone Investment Advisors
626
Capstone Investment Advisors
New York
-$260K -5,794 Closed
VF
627
Virtu Financial
New York
-$256K -5,700 Closed
OWP
628
Obermeyer Wealth Partners
Colorado
-$245K -5,453 Closed
TCM
629
Teza Capital Management
Illinois
-$238K -5,281 Closed
Parallax Volatility Advisers
630
Parallax Volatility Advisers
California
-$237K -5,271 Closed
GP
631
Girard Partners
Pennsylvania
-$235K -5,228 Closed
SW
632
SVB Wealth
Massachusetts
-$223K -4,964 Closed
STA
633
Summit Trail Advisors
New York
-$226K -4,728 Closed
BF
634
BOK Financial
Oklahoma
-$209K -4,656 Closed
RIL
635
Rothschild Investment LLC
Illinois
-$204K -4,544 Closed
PL
636
Parkwood LLC
Ohio
-$204K -4,532 Closed
ZCA
637
Zeke Capital Advisors
Pennsylvania
-$200K -4,454 Closed
CLOS
638
Compagnie Lombard Odier SCmA
Switzerland
-$184K -4,090 Closed
CA
639
Calton & Associates
Florida
-$150K -3,041 Closed
EAM
640
Exane Asset Management
France
-$123K -2,738 Closed
C
641
Cerebellum
California
-$119K -2,655 Closed
AP
642
Advisors Preferred
Maryland
-$119K -2,651 Closed
BL
643
Balentine LLC
Georgia
-$68K -1,506 Closed
LC
644
Landaas & Company
Wisconsin
-$59K -1,308 Closed
PCM
645
Prelude Capital Management
New York
-$40K -880 Closed
SBL
646
Sargent Bickham Lagudis
Colorado
-$31K -686 Closed
GT
647
Greenleaf Trust
Michigan
-$18K -398 Closed
MFBTD
648
MB Financial Bank - Trust Department
Illinois
-$17K -369 Closed
IWP
649
Icon Wealth Partners
Texas
-$15K -344 Closed
LA
650
Legacy Advisors
Pennsylvania
-$14K -332 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.