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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
Asset Management One
151
Asset Management One
Japan
$4.33M +$375K +11,073 +9%
SDIC
152
South Dakota Investment Council
South Dakota
$4.33M -$204K -6,021 -5%
PI
153
Parkside Investments
Illinois
$4.25M +$514K +15,165 +14%
CSS
154
Cubist Systematic Strategies
Connecticut
$4.15M +$2.03M +59,774 +96%
TC
155
Telemus Capital
Michigan
$4.01M -$2K -59 -0%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$3.97M +$1.29M +38,136 +48%
Retirement Systems of Alabama
157
Retirement Systems of Alabama
Alabama
$3.72M +$489K +14,436 +15%
Comerica Bank
158
Comerica Bank
Texas
$3.67M +$828K +24,434 +33%
SCM
159
Salem Capital Management
Massachusetts
$3.65M +$1.9K +56 +0.1%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$3.64M +$99.6K +2,936 +3%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$3.61M +$557K +16,426 +18%
Bank Julius Baer & Co
162
Bank Julius Baer & Co
Switzerland
$3.51M +$925K +27,283 +36%
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$3.44M
BF
164
BOK Financial
Oklahoma
$3.4M +$189K +5,571 +6%
VRS
165
Virginia Retirement Systems
Virginia
$3.31M +$2.15M +63,275 +185%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$3.31M +$892K +26,294 +37%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$3.29M -$317K -9,338 -9%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$3.27M -$6.95K -205 -0.2%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$3.27M +$2.8M +82,700 +617%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$3.2M +$622K +18,348 +24%
PI
171
PineBridge Investments
New York
$3.17M -$58.8K -1,735 -2%
USAA
172
United Services Automobile Association
Texas
$2.96M +$1.56M +46,106 +112%
EF
173
Empirical Finance
Pennsylvania
$2.92M +$18.3K +541 +0.6%
Aviva
174
Aviva
United Kingdom
$2.89M +$294K +8,679 +11%
Royal London Asset Management
175
Royal London Asset Management
United Kingdom
$2.84M -$70K -2,064 -2%

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.