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BorgWarner
BWA

594 hedge funds and large institutions have $10.5B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 71

23% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $29.6M

18% more capital invested

Capital invested by funds: $8.91B → $10.5B (+$1.56B)

6% more funds holding

Funds holding: 562 → 594 (+32)

0.6% more ownership

Funds ownership: 106.87% → 107.47% (+0.6%)

0% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 203

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
594
Holders Change
+32
Holders Change %
+5.69%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
202
Reduced
203
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$148M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$62.7M
3
FCM
Frontier Capital Management
Massachusetts
+$56M
4
KP
Kiltearn Partners
United Kingdom
+$40.4M
5
Franklin Resources
Franklin Resources
California
+$36M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
-$133M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$106M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$95.9M
4
Harris Associates
Harris Associates
Illinois
-$88.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
651
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$1K -40 Closed
GI
652
Gradient Investments
Minnesota
– -$1K -37 Closed
M
653
MOTCO
Texas
– -$1K -27 Closed
NSB
654
Norway Savings Bank
Maine
– -$1K -26 Closed
MA
655
MUFG Americas
New York
– -$1K -16 Closed
WAP
656
Wealthcare Advisory Partners
Pennsylvania
– +$39 +1 New
23 24 25 26
27

BWA Hedge Fund Activity: Q1 2021 in Review

594 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2021, worth a combined $10.5B — up 18% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new BWA positions and 71 closed out — a net gain of 37 holders — while 202 added to existing stakes and 203 trimmed.

The largest buyer was BlackRock, adding an estimated $148M. The largest seller was Ceredex Value Advisors, cutting an estimated $133M.

  • 594 institutional investors held BorgWarner (BWA) as of Q1 2021, up from 562 in Q4 2020.
  • Funds reported $10.5B of BorgWarner stock for Q1 2021, up 18% quarter-over-quarter.
  • 108 funds opened new BorgWarner positions in Q1 2021 and 71 closed out, a net change of +37 holders.
  • The largest BorgWarner buyer in Q1 2021 was BlackRock, an estimated $148M added.
  • The largest BorgWarner seller in Q1 2021 was Ceredex Value Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2021.