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BorgWarner
BWA

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: 612 → 583 (-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: 6 → 4 (-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

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$30.5M
2
TCIM
TIAA CREF Investment Management
New York
+$27M
3
AAMU
Amundi Asset Management US
Massachusetts
+$24.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.6M
5
GLA
Great Lakes Advisors
Illinois
+$20.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$54.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$36M
3
American Century Companies
American Century Companies
Missouri
-$35.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$21.6M
5
State Street
State Street
Massachusetts
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
651
Grove Bank & Trust
Florida
– -$10K -233 Closed
CB
652
CNB Bank
Pennsylvania
– -$14K -215 Closed
CS
653
Credential Securities
– -$6.74K -150 Closed
AIL
654
AGF Investments LLC
Ontario, Canada
– -$5K -118 Closed
KJWM
655
Kiley Juergens Wealth Management
Washington
– -$5K -112 Closed
TG
656
TLP Group
Illinois
– -$4K -87 Closed
VCM
657
Virtue Capital Management
Tennessee
– -$3K -76 Closed
RFM
658
Royal Fund Management
Florida
– -$2K -57 Closed
VNA
659
Valley National Advisers
Pennsylvania
– -$1K -32 Closed
23 24 25 26
27

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.