BorgWarner
529 hedge funds and large institutions have $8.23B invested in BorgWarner in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 187 reducing their positions, and 46 closing their positions.
80% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 46
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $18.9M
6% more funds holding
Funds holding: 501 → 529 (+28)
6% more capital invested
Capital invested by funds: $7.8B → $8.23B (+$435M)
0.33% less ownership
Funds ownership: 105.28% → 104.94% (-0.33%)
12% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$526M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$49.3M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$38.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$60.3M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$55.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$48.4M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$24.8M |
| 5 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$22.5M |
BWA Hedge Fund Activity: Q1 2017 in Review
529 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2017, worth a combined $8.23B — up 5.6% from $7.8B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new BWA positions and 46 closed out — a net gain of 37 holders — while 165 added to existing stakes and 187 trimmed.
The largest buyer was BlackRock, adding an estimated $526M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $60.3M sold.
- 529 institutional investors held BorgWarner (BWA) as of Q1 2017, up from 501 in Q4 2016.
- Funds reported $8.23B of BorgWarner stock for Q1 2017, up 5.6% quarter-over-quarter.
- 83 funds opened new BorgWarner positions in Q1 2017 and 46 closed out, a net change of +37 holders.
- The largest BorgWarner buyer in Q1 2017 was BlackRock, an estimated $526M added.
- The largest BorgWarner seller in Q1 2017 was William Blair Investment Management, an estimated $60.3M sold.
Based on aggregated 13F filings for Q1 2017.