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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
RGI
126
River Global Investors
United Kingdom
$6.01M -$2.14M -53,734 -25%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.94M -$136K -3,418 -2%
GCMG
128
Gyroscope Capital Management Group
Florida
$5.92M +$307K +7,728 +5%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$5.91M -$103K -2,586 -2%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$5.83M -$41.4K -1,042 -0.7%
PSUF
131
People's United Financial
Connecticut
$5.81M -$229K -5,761 -4%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$5.41M -$488K -12,270 -8%
MYIA
133
Mount Yale Investment Advisors
Colorado
$5.4M +$22K +552 +0.4%
Stifel Financial
134
Stifel Financial
Missouri
$5.35M -$1.39M -34,911 -20%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$5.28M +$741K +18,625 +16%
CWM
136
CIBC World Markets
New York
$5.22M +$4.71M +118,357 +626%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$5.18M -$173K -4,362 -3%
PAMS
138
Pictet Asset Management (Switzerland)
Switzerland
$5.16M +$5.39M +135,653 New
CIM
139
Contravisory Investment Management
Massachusetts
$5.13M +$4.91M +123,443 +1,087%
WBC
140
Westpac Banking Corp
Australia
$5.11M -$3.35M -84,265 -39%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$4.81M +$163K +4,100 +3%
GIM
142
Goelzer Investment Management
Indiana
$4.63M -$482K -12,124 -9%
SCM
143
Salem Capital Management
Massachusetts
$4.57M +$365K +9,176 +8%
TC
144
Telemus Capital
Michigan
$4.55M +$38.5K +969 +0.8%
Creative Planning
145
Creative Planning
Kansas
$4.53M +$415K +10,431 +10%
Asset Management One
146
Asset Management One
Japan
$4.53M -$219K -5,504 -4%
EF
147
Empowered Funds
Pennsylvania
$4.43M +$4.64M +116,589 New
WPIC
148
White Pine Investment Company
Michigan
$4.41M +$485K +12,186 +12%
Wellington Management Group
149
Wellington Management Group
Massachusetts
$4.32M -$1.49M -37,409 -25%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$4.21M -$1.88M -47,169 -30%
4 5
6
7 8

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.