BorgWarner
501 hedge funds and large institutions have $7.8B invested in BorgWarner in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 180 reducing their positions, and 58 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
59% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 58
17% more capital invested
Capital invested by funds: $6.63B → $7.8B (+$1.16B)
5% more funds holding
Funds holding: 476 → 501 (+25)
5.1% more ownership
Funds ownership: 100.17% → 105.28% (+5.1%)
10% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 180
30% less call options, than puts
Call options by funds: $25M | Put options by funds: $35.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$373M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$110M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$76.9M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$41.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$116M |
| 2 |
Neuberger Berman Group
New York
|
-$78.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$43.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$34.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$30M |
BWA Hedge Fund Activity: Q4 2016 in Review
501 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2016, worth a combined $7.8B — up 17% from $6.63B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BWA positions and 58 closed out — a net gain of 34 holders — while 162 added to existing stakes and 180 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $373M. The largest seller was T. Rowe Price Associates, cutting an estimated $116M.
- 501 institutional investors held BorgWarner (BWA) as of Q4 2016, up from 476 in Q3 2016.
- Funds reported $7.8B of BorgWarner stock for Q4 2016, up 17% quarter-over-quarter.
- 92 funds opened new BorgWarner positions in Q4 2016 and 58 closed out, a net change of +34 holders.
- The largest BorgWarner buyer in Q4 2016 was Boston Partners, an estimated $373M added.
- The largest BorgWarner seller in Q4 2016 was T. Rowe Price Associates, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2016.