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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
SC
626
Savant Capital
Illinois
– -$221K -5,169 Closed
BB
627
Bell Bank
North Dakota
– -$212K -4,970 Closed
AAM
628
Aureus Asset Management
Massachusetts
– -$208K -4,862 Closed
UCFA
629
United Capital Financial Advisors
Texas
– -$207K -4,848 Closed
NICM
630
Neo Ivy Capital Management
New York
– -$206K -4,829 Closed
TI
631
Trexquant Investment
Connecticut
– -$202K -4,734 Closed
ALAM
632
Asahi Life Asset Management
Japan
– -$184K -4,317 Closed
PGWM
633
Parisi Gray Wealth Management
New Jersey
– -$90K -2,111 Closed
TSW
634
Thompson Siegel & Walmsley
Virginia
– -$68K -1,598 Closed
BHWM
635
Bay Harbor Wealth Management
Maryland
– -$67K -1,573 Closed
NIM
636
NuWave Investment Management
New Jersey
– -$62K -1,450 Closed
GM
637
GeoWealth Management
Illinois
– -$61K -1,408 Closed
SAM
638
Shell Asset Management
Netherlands
– -$56K -1,309 Closed
LAS
639
Lloyd Advisory Services
Georgia
– -$39K -916 Closed
PI
640
PineBridge Investments
New York
– -$38K -878 Closed
Credit Agricole
641
Credit Agricole
France
– -$30.3K -763 -100%
Walleye Trading
642
Walleye Trading
New York
– -$29.4K -740 Closed
JIR
643
James Investment Research
Ohio
– -$32K -738 Closed
LFG
644
Larson Financial Group
Missouri
– -$23.7K -597 -100%
1832 Asset Management
645
1832 Asset Management
Ontario, Canada
– -$22K -525 Closed
CFO
646
CVA Family Office
Colorado
– -$19K -437 Closed
WQ
647
Wealth Quarterback
New Jersey
– -$5K -115 Closed
CPWM
648
Cypress Point Wealth Management
Texas
– -$5K -114 Closed
TAL
649
TIG Advisors LLC
New York
– -$5K -114 Closed
TCOV
650
Trust Company of Vermont
Vermont
– -$5K -114 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.