We are live on ! Find out more
BWA icon

BorgWarner

583 hedge funds and large institutions have $10B invested in BorgWarner in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 195 increasing their positions, 233 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $21.9M

3% less capital invested

Capital invested by funds: $10.3B → $10B (-$315M)

1.41% less ownership

Funds ownership: 108.82%107.4% (-1.4%)

5% less funds holding

Funds holding: 612583 (-29)

16% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 233

30% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 80

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
583
Holders Change
-29
Holders Change %
-4.74%
% of All Funds
13.36%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
56
Increased
195
Reduced
233
Closed
80
Calls
$32.9M
Puts
$21.9M
Net Calls
+$11M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$2.8M -$6.09K -131 -0.2%
RIM
202
Rampart Investment Management
Connecticut
$2.63M +$2.76M +59,476 New
BCM
203
Beck Capital Management
Texas
$2.61M -$184K -3,959 -6%
TPSF
204
Texas Permanent School Fund
Texas
$2.57M -$157K -3,368 -5%
SF
205
Synovus Financial
Georgia
$2.56M +$106K +2,280 +4%
Nordea Investment Management
206
Nordea Investment Management
Sweden
$2.55M +$2.09M +45,085 +359%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$2.51M -$3.34M -71,885 -56%
BPC
208
Banque Pictet & Cie
Switzerland
$2.49M -$1.24M -26,579 -32%
PP
209
Pegasus Partners
Wisconsin
$2.48M -$1.32M -28,315 -34%
LRIC
210
Long Road Investment Counsel
Michigan
$2.46M -$47.5K -1,023 -2%
RG
211
Renaissance Group
Kentucky
$2.39M -$48.5K -1,043 -2%
SDIC
212
South Dakota Investment Council
South Dakota
$2.32M
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$2.31M +$1.22M +26,302 +101%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$2.3M +$362K +7,781 +18%
PI
215
PineBridge Investments
New York
$2.28M +$412K +8,873 +21%
EF
216
Empirical Finance
Pennsylvania
$2.27M +$3.12M +67,228 New
NEI
217
Northwest & Ethical Investments
Ontario, Canada
$2.16M +$735K +15,814 +48%
FNBOO
218
First National Bank of Omaha
Nebraska
$2.15M
VIA
219
Vident Investment Advisory
Georgia
$2.13M -$1.24M -26,632 -37%
HW
220
Hancock Whitney
Mississippi
$2.12M -$1.09M -23,490 -33%
LCM
221
Logan Capital Management
Pennsylvania
$2.09M
ETM
222
Euclidean Technologies Management
Washington
$2.02M
HighTower Advisors
223
HighTower Advisors
Illinois
$2M +$206K +4,436 +11%
URS
224
Utah Retirement Systems
Utah
$1.98M
Treasurer of the State of North Carolina
225
Treasurer of the State of North Carolina
North Carolina
$1.95M +$2.05M +44,139 New

BWA Hedge Fund Activity: Q1 2018 in Review

583 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2018, worth a combined $10B — down 3.1% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BWA and 56 opened new positions — a net loss of 24 holders — while 233 trimmed existing stakes and 195 added.

The largest buyer was Janus Henderson Group, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $54.3M.

  • 583 institutional investors held BorgWarner (BWA) as of Q1 2018, down from 612 in Q4 2017.
  • Funds reported $10B of BorgWarner stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 56 funds opened new BorgWarner positions in Q1 2018 and 80 closed out, a net change of -24 holders.
  • The largest BorgWarner buyer in Q1 2018 was Janus Henderson Group, an estimated $30.5M added.
  • The largest BorgWarner seller in Q1 2018 was Goldman Sachs, an estimated $54.3M sold.

Based on aggregated 13F filings for Q1 2018.