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BorgWarner

562 hedge funds and large institutions have $8.91B invested in BorgWarner in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 257 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $10.5M

82% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 141

78% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $8.22B → $8.91B (+$687M)

7% more funds holding

Funds holding: 523562 (+39)

10.11% less ownership

Funds ownership: 116.98%106.87% (-10%)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
562
Holders Change
+39
Holders Change %
+7.46%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.11%
New
105
Increased
257
Reduced
141
Closed
59
Calls
$34.2M
Puts
$10.5M
Net Calls
+$23.7M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$29.6M +$21.6M +635,815 +272%
N
52
Nuveen
North Carolina
$28.1M +$7.85M +231,501 +39%
SO
53
STRS Ohio
Ohio
$27.8M +$1.88M +55,485 +7%
CS
54
Credit Suisse
Switzerland
$25.4M +$11.9M +350,818 +88%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$24.9M +$21M +618,813 +553%
DIA
56
Dana Investment Advisors
Wisconsin
$24.2M +$2.99M +88,259 +14%
Goldman Sachs
57
Goldman Sachs
New York
$23.9M +$13.8M +405,983 +137%
DRZID
58
DePrince Race & Zollo Inc (DRZ)
Florida
$23.2M -$170K -5,004 -0.7%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$23.1M +$4.48M +132,027 +24%
KBC Group
60
KBC Group
Belgium
$22.8M +$2.07M +61,037 +100%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$21.6M +$6.44M +189,996 +43%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$21.2M -$27.7M -816,768 -57%
Axa
63
Axa
France
$21M +$323K +9,519 +2%
Barclays
64
Barclays
United Kingdom
$20M +$8.91M +262,762 +80%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$19.5M +$2.35M +69,427 +14%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$19.2M +$2.8M +82,636 +17%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$18.8M -$9.73M -287,034 -34%
RMDI
68
R.M. Davis Inc
Maine
$18.6M +$869K +25,617 +5%
SAM
69
Storebrand Asset Management
Norway
$18.1M +$2.22M +65,600 +14%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$17.1M -$223K -6,580 -1%
UBS Group
71
UBS Group
Switzerland
$17.1M +$8.08M +238,368 +90%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$17M +$6.54M +192,816 +63%
WCM
73
Wedge Capital Management
North Carolina
$16.8M +$2.17M +64,134 +15%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$16.8M +$1.95M +57,550 +13%
SRC
75
Shufro Rose & Co
New York
$15.8M -$1.01M -29,689 -6%

BWA Hedge Fund Activity: Q4 2020 in Review

562 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2020, worth a combined $8.91B — up 8.4% from $8.22B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BWA positions and 59 closed out — a net gain of 46 holders — while 257 added to existing stakes and 141 trimmed.

The largest buyer was BlackRock, adding an estimated $144M. The largest seller was Fidelity Investments, cutting an estimated $85M.

  • 562 institutional investors held BorgWarner (BWA) as of Q4 2020, up from 523 in Q3 2020.
  • Funds reported $8.91B of BorgWarner stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 105 funds opened new BorgWarner positions in Q4 2020 and 59 closed out, a net change of +46 holders.
  • The largest BorgWarner buyer in Q4 2020 was BlackRock, an estimated $144M added.
  • The largest BorgWarner seller in Q4 2020 was Fidelity Investments, an estimated $85M sold.

Based on aggregated 13F filings for Q4 2020.