BorgWarner
594 hedge funds and large institutions have $10.5B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 71 closing their positions.
52% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 71
23% more call options, than puts
Call options by funds: $36.4M | Put options by funds: $29.6M
18% more capital invested
Capital invested by funds: $8.91B → $10.5B (+$1.56B)
6% more funds holding
Funds holding: 562 → 594 (+32)
0.6% more ownership
Funds ownership: 106.87% → 107.47% (+0.6%)
0% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 203
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$148M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$62.7M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$56M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$40.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$133M |
| 2 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
-$106M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$95.9M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$88.5M |
| 5 |
JP Morgan Chase
New York
|
-$79.7M |
BWA Hedge Fund Activity: Q1 2021 in Review
594 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2021, worth a combined $10.5B — up 18% from $8.91B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new BWA positions and 71 closed out — a net gain of 37 holders — while 202 added to existing stakes and 203 trimmed.
The largest buyer was BlackRock, adding an estimated $148M. The largest seller was Ceredex Value Advisors, cutting an estimated $133M.
- 594 institutional investors held BorgWarner (BWA) as of Q1 2021, up from 562 in Q4 2020.
- Funds reported $10.5B of BorgWarner stock for Q1 2021, up 18% quarter-over-quarter.
- 108 funds opened new BorgWarner positions in Q1 2021 and 71 closed out, a net change of +37 holders.
- The largest BorgWarner buyer in Q1 2021 was BlackRock, an estimated $148M added.
- The largest BorgWarner seller in Q1 2021 was Ceredex Value Advisors, an estimated $133M sold.
Based on aggregated 13F filings for Q1 2021.