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BorgWarner
BWA

581 hedge funds and large institutions have $9.7B invested in BorgWarner in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 234 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $33.2M

0.46% less ownership

Funds ownership: 106.8% → 106.34% (-0.46%)

9% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 234

7% less funds holding

Funds holding: 628 → 581 (-47)

11% less capital invested

Capital invested by funds: $10.9B → $9.7B (-$1.24B)

47% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 83

Holders
581
Holders Change
-47
Holders Change %
-7.48%
% of All Funds
10.17%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
44
Increased
212
Reduced
234
Closed
83
Calls
$36.9M
Puts
$33.2M
Net Calls
+$3.74M
Net Calls Change
-$25M

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$77.5M
2
BCIM
Black Creek Investment Management
Ontario, Canada
+$62M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$57.7M
4
American Century Companies
American Century Companies
Missouri
+$50.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
2
Invesco
Invesco
Georgia
-$60.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$58.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$37.7M
5
FCM
Frontier Capital Management
Massachusetts
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.05M -$1.65M -41,464 -34%
VIA
177
Vident Investment Advisory
Georgia
$3.03M +$1.92M +48,369 +154%
TCM
178
Twin Capital Management
Pennsylvania
$3.02M -$365K -9,167 -10%
KBC Group
179
KBC Group
Belgium
$2.98M -$2.86M -71,976 -48%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$2.98M +$22.1K +557 +0.7%
BF
181
BOK Financial
Oklahoma
$2.98M +$3.11M +78,250 New
SOMRS
182
State of Michigan Retirement System
Michigan
$2.96M -$4.53K -114 -0.1%
Comerica Bank
183
Comerica Bank
Texas
$2.96M -$557K -14,016 -16%
AWM
184
AE Wealth Management
Kansas
$2.92M -$940K -23,647 -24%
CCM
185
Cullen Capital Management
New York
$2.92M +$158K +3,977 +5%
ASRS
186
Arizona State Retirement System
Arizona
$2.91M -$11.3K -283 -0.4%
IAN
187
Integrated Advisors Network
Texas
$2.91M +$203K +5,100 +7%
JCM
188
Jag Capital Management
Missouri
$2.88M -$11.3M -284,731 -79%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$2.83M +$1.72M +43,333 +140%
BAMF
190
BI Asset Management Fondsmaeglerselskab
Denmark
$2.79M +$169K +4,244 +6%
DIA
191
Dean Investment Associates
Ohio
$2.73M -$133K -3,346 -4%
LFG
192
Lazard Frères Gestion
France
$2.7M – – –
Millennium Management
193
Millennium Management
New York
$2.68M +$676K +16,997 +32%
SG Americas Securities
194
SG Americas Securities
New York
$2.66M -$118K -2,979 -4%
CT
195
Chicago Trust
Illinois
$2.63M +$72.4K +1,821 +3%
DCP
196
Distillate Capital Partners
Illinois
$2.54M +$2.65M +66,683 New
KCM
197
Kendall Capital Management
Maryland
$2.49M -$112K -2,809 -4%
AT
198
AMF Tjänstepension
Sweden
$2.4M -$11M -276,579 -81%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$259K +6,517 +12%
ERSOT
200
Employees Retirement System of Texas
Texas
$2.33M – – –
6 7
8
9 10

BWA Hedge Fund Activity: Q3 2021 in Review

581 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2021, worth a combined $9.7B — down 11% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of BWA and 44 opened new positions — a net loss of 39 holders — while 234 trimmed existing stakes and 212 added.

The largest buyer was SEI Investments, adding an estimated $77.5M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.

  • 581 institutional investors held BorgWarner (BWA) as of Q3 2021, down from 628 in Q2 2021.
  • Funds reported $9.7B of BorgWarner stock for Q3 2021, down 11% quarter-over-quarter.
  • 44 funds opened new BorgWarner positions in Q3 2021 and 83 closed out, a net change of -39 holders.
  • The largest BorgWarner buyer in Q3 2021 was SEI Investments, an estimated $77.5M added.
  • The largest BorgWarner seller in Q3 2021 was Fidelity Investments, an estimated $86.5M sold.

Based on aggregated 13F filings for Q3 2021.