BorgWarner
632 hedge funds and large institutions have $9.9B invested in BorgWarner in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 215 increasing their positions, 208 reducing their positions, and 55 closing their positions.
113% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 55
9% more funds holding
Funds holding: 581 → 632 (+51)
3% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 208
2% more capital invested
Capital invested by funds: $9.7B → $9.9B (+$198M)
2.07% less ownership
Funds ownership: 106.34% → 104.28% (-2.1%)
13% less call options, than puts
Call options by funds: $24.7M | Put options by funds: $28.5M
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$189M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$21M |
| 5 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$259M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$65.8M |
| 3 |
BlackRock
New York
|
-$52.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$49.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$44.8M |
BWA Hedge Fund Activity: Q4 2021 in Review
632 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2021, worth a combined $9.9B — up 2% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new BWA positions and 55 closed out — a net gain of 62 holders — while 215 added to existing stakes and 208 trimmed.
The largest buyer was Harris Associates, adding an estimated $189M. The largest seller was Franklin Resources, cutting an estimated $259M.
- 632 institutional investors held BorgWarner (BWA) as of Q4 2021, up from 581 in Q3 2021.
- Funds reported $9.9B of BorgWarner stock for Q4 2021, up 2% quarter-over-quarter.
- 117 funds opened new BorgWarner positions in Q4 2021 and 55 closed out, a net change of +62 holders.
- The largest BorgWarner buyer in Q4 2021 was Harris Associates, an estimated $189M added.
- The largest BorgWarner seller in Q4 2021 was Franklin Resources, an estimated $259M sold.
Based on aggregated 13F filings for Q4 2021.