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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
GI
76
GAMCO Investors
Connecticut
$15M -$245K -7,231 -2%
Prudential Financial
77
Prudential Financial
New Jersey
$14.9M +$7.06M +208,331 +91%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$14M +$805K +23,742 +6%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$13.8M -$4.78M -141,019 -26%
Principal Financial Group
80
Principal Financial Group
Iowa
$13.7M +$2.3M +67,817 +20%
Citigroup
81
Citigroup
New York
$13.4M +$6.15M +181,451 +85%
DnB Asset Management
82
DnB Asset Management
Norway
$13.4M +$12.5M +369,400 +1,532%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$13.3M +$2.18M +64,328 +20%
GF
84
Gabelli Funds
New York
$13.3M -$770K -22,720 -6%
Citadel Advisors
85
Citadel Advisors
Florida
$12.7M -$52.9M -1,560,428 -81%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$12.4M +$7.1M +209,450 +148%
PI
87
PGGM Investments
Netherlands
$12.2M +$12.2M +358,627 New
Stifel Financial
88
Stifel Financial
Missouri
$12M +$242K +7,139 +2%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$11.8M +$882K +26,000 +8%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$11.8M +$297K +8,747 +3%
AAF
91
Andra AP-fonden
Sweden
$11.6M +$836K +24,651 +8%
Macquarie Group
92
Macquarie Group
Australia
$11.2M -$13.7M -404,112 -55%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$11.2M +$6.86M +202,428 +163%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$11M +$1.47M +43,267 +16%
EP
95
Edgestream Partners
New Jersey
$10.6M +$8.81M +259,803 +515%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$10.4M -$4.08M -120,197 -28%
JAM
97
Jupiter Asset Management
United Kingdom
$10.2M
Korea Investment Corp
98
Korea Investment Corp
South Korea
$10.1M +$10M +295,879 New
Loomis, Sayles & Company
99
Loomis, Sayles & Company
Massachusetts
$10M -$180K -5,295 -2%
SEI Investments
100
SEI Investments
Pennsylvania
$10M +$1.23M +36,329 +14%

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.