BorgWarner
560 hedge funds and large institutions have $10.4B invested in BorgWarner in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 165 increasing their positions, 216 reducing their positions, and 29 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
176% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 29
27% more capital invested
Capital invested by funds: $8.25B → $10.4B (+$2.2B)
9% more funds holding
Funds holding: 514 → 560 (+46)
5.59% more ownership
Funds ownership: 104.09% → 109.68% (+5.6%)
6% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $20.5M
24% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$130M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$73.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$58.4M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$62.4M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$60.1M |
| 3 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
-$41M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$39.9M |
| 5 |
Millennium Management
New York
|
-$33.9M |
BWA Hedge Fund Activity: Q3 2017 in Review
560 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2017, worth a combined $10.4B — up 27% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BWA positions and 29 closed out — a net gain of 51 holders — while 165 added to existing stakes and 216 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $130M. The largest seller was Amundi Asset Management US, cutting an estimated $62.4M.
- 560 institutional investors held BorgWarner (BWA) as of Q3 2017, up from 514 in Q2 2017.
- Funds reported $10.4B of BorgWarner stock for Q3 2017, up 27% quarter-over-quarter.
- 80 funds opened new BorgWarner positions in Q3 2017 and 29 closed out, a net change of +51 holders.
- The largest BorgWarner buyer in Q3 2017 was LSV Asset Management, an estimated $130M added.
- The largest BorgWarner seller in Q3 2017 was Amundi Asset Management US, an estimated $62.4M sold.
Based on aggregated 13F filings for Q3 2017.