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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
AWM
176
AE Wealth Management
Kansas
$2.82M +$127K +3,739 +5%
Walleye Trading
177
Walleye Trading
New York
$2.81M +$2.81M +82,759 New
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$2.81M -$138K -4,073 -5%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$2.77M +$1.99M +58,740 +261%
Creative Planning
180
Creative Planning
Kansas
$2.73M +$2.72M +80,320 New
SOMRS
181
State of Michigan Retirement System
Michigan
$2.72M +$302K +8,895 +13%
ASRS
182
Arizona State Retirement System
Arizona
$2.71M +$270K +7,968 +11%
SGK
183
Steigerwald Gordon & Koch
Virginia
$2.7M +$101K +2,965 +4%
ACM
184
AlphaCrest Capital Management
New York
$2.7M +$2.06M +60,896 +328%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$2.65M +$527K +15,545 +25%
PI
186
PFS Investments
Georgia
$2.63M +$528K +15,576 +27%
PA
187
Pinnacle Associates
New York
$2.56M +$1.78M +52,392 +230%
LFG
188
Lazard Frères Gestion
France
$2.54M +$2.53M +74,522 New
WG
189
Watchman Group
Texas
$2.48M -$38.5K -1,136 -2%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$2.38M +$261K +7,707 +12%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$2.35M +$2.34M +68,962 New
CT
192
Chicago Trust
Illinois
$2.29M +$13.9K +411 +0.6%
KCM
193
Kendall Capital Management
Maryland
$2.27M +$126K +3,722 +6%
MIM
194
MetLife Investment Management
New Jersey
$2.26M +$259K +7,638 +13%
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$2.23M +$1.38M +40,727 +163%
Nomura Asset Management
196
Nomura Asset Management
Japan
$2.21M +$208K +6,136 +10%
RCM
197
RNC Capital Management
California
$2.18M +$1.58M +46,602 +267%
HW
198
Hancock Whitney
Mississippi
$2.12M -$33K -974 -2%
ERSOT
199
Employees Retirement System of Texas
Texas
$2.09M -$11.9M -351,024 -85%
M&T Bank
200
M&T Bank
New York
$2.09M +$83.7K +2,468 +4%

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.