BorgWarner
476 hedge funds and large institutions have $6.63B invested in BorgWarner in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 28 closing their positions.
196% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 28
16% more capital invested
Capital invested by funds: $5.73B → $6.63B (+$902M)
11% more funds holding
Funds holding: 427 → 476 (+49)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.85% less ownership
Funds ownership: 101.02% → 100.17% (-0.85%)
9% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 168
26% less call options, than puts
Call options by funds: $19.2M | Put options by funds: $26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$124M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$64.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.7M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$428M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$66M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.7M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$25.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.2M |
BWA Hedge Fund Activity: Q3 2016 in Review
476 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2016, worth a combined $6.63B — up 16% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new BWA positions and 28 closed out — a net gain of 55 holders — while 153 added to existing stakes and 168 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $428M.
- 476 institutional investors held BorgWarner (BWA) as of Q3 2016, up from 427 in Q2 2016.
- Funds reported $6.63B of BorgWarner stock for Q3 2016, up 16% quarter-over-quarter.
- 83 funds opened new BorgWarner positions in Q3 2016 and 28 closed out, a net change of +55 holders.
- The largest BorgWarner buyer in Q3 2016 was JP Morgan Chase, an estimated $124M added.
- The largest BorgWarner seller in Q3 2016 was T. Rowe Price Associates, an estimated $428M sold.
Based on aggregated 13F filings for Q3 2016.