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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$38.4M -$1.53M -38,546 -4%
GT
52
Glenmede Trust
Pennsylvania
$35M +$167K +4,199 +0.5%
Goldman Sachs
53
Goldman Sachs
New York
$30.7M +$4.57M +114,834 +17%
SO
54
STRS Ohio
Ohio
$28.1M -$161K -4,052 -0.5%
RMDI
55
R.M. Davis Inc
Maine
$26.8M +$901K +22,660 +3%
N
56
Nuveen
North Carolina
$26.5M -$2.65M -66,594 -9%
CS
57
Credit Suisse
Switzerland
$23.9M -$828K -20,816 -3%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$23.3M -$178K -4,484 -0.7%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$22.9M +$9.18M +230,948 +62%
PWAG
60
Polaris Wealth Advisory Group
California
$22.7M +$22.4M +563,332 New
A
61
AustralianSuper
Australia
$22.2M -$889K -22,359 -4%
DRZID
62
DePrince Race & Zollo Inc (DRZ)
Florida
$22.1M +$2.98M +74,892 +15%
SAM
63
Storebrand Asset Management
Norway
$21.5M +$1.75M +44,019 +8%
Aberdeen Group
64
Aberdeen Group
United Kingdom
$21.4M +$5.88M +147,908 +36%
Barclays
65
Barclays
United Kingdom
$20.6M +$105K +2,631 +0.5%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$18.7M -$747K -18,786 -4%
UBS Group
67
UBS Group
Switzerland
$18.4M +$501K +12,595 +3%
Swedbank
68
Swedbank
Sweden
$18.3M +$12.8M +321,519 +202%
WCM
69
Wedge Capital Management
North Carolina
$18M +$1.32M +33,107 +8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$17.8M -$229K -5,746 -1%
LHC
71
Lodge Hill Capital
New York
$17.3M +$1.58M +39,760 +10%
GI
72
GAMCO Investors
Connecticut
$16.7M -$18.1K -454 -0.1%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$16.7M -$247K -6,206 -1%
JP Morgan Chase
74
JP Morgan Chase
New York
$16.6M -$3.32M -83,384 -16%
BA
75
Bridgewater Associates
Connecticut
$15.5M +$5.14M +129,341 +47%
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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.