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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
AG
101
Aperio Group
California
$9.88M +$371K +10,943 +4%
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.64M -$991K -29,217 -9%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.5M -$799K -23,569 -8%
WBC
104
Westpac Banking Corp
Australia
$9.36M +$1.16M +34,181 +14%
KAM
105
Kopion Asset Management
Texas
$9.26M +$2.41M +70,946 +35%
BRA
106
Biechele Royce Advisors
Indiana
$9.19M -$136K -4,020 -1%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$8.93M +$2.7M +79,606 +44%
RJA
108
Raymond James & Associates
Florida
$8.83M +$104K +3,065 +1%
RGI
109
River Global Investors
United Kingdom
$8.61M -$797K -23,515 -8%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$8.58M +$5.52M +162,671 +182%
RPI
111
Railway Pension Investments
United Kingdom
$7.79M +$100K +2,953 +1%
Canada Life
112
Canada Life
Manitoba, Canada
$7.71M +$2.94M +86,825 +62%
N
113
Natixis
France
$7.62M +$7.59M +223,875 New
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$7.58M +$3.33M +98,283 +79%
GC
115
Guggenheim Capital
Illinois
$7.17M +$1.21M +35,766 +20%
GAM
116
Gotham Asset Management
New York
$7.16M -$843K -24,848 -11%
BAMF
117
BI Asset Management Fondsmaeglerselskab
Denmark
$6.88M +$5.97M +176,050 +674%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$6.8M +$1.02M +30,173 +18%
MSV
119
MN Services Vermogensbeheer
Netherlands
$6.8M
Federated Hermes
120
Federated Hermes
Pennsylvania
$6.77M +$276K +8,148 +4%
LPL Financial
121
LPL Financial
California
$6.72M +$5.58M +164,450 +497%
KCM
122
Kornitzer Capital Management
Kansas
$6.59M -$158K -4,667 -2%
PIM
123
Perpetual Investment Management
Australia
$6.58M +$6.47M +190,712 New
CGH
124
Crossmark Global Holdings
Texas
$6.54M -$415K -12,250 -6%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$6.51M +$91.3K +2,693 +1%

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.