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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
MCM
201
Moon Capital Management
New York
$2.03M +$2.02M +59,614 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$2.01M +$189K +5,561 +10%
APG Asset Management
203
APG Asset Management
Netherlands
$2M -$1.72M -50,605 -41%
LRIC
204
Long Road Investment Counsel
Michigan
$1.99M +$50K +1,476 +3%
JIC
205
Johnson Investment Counsel
Ohio
$1.92M +$182K +5,362 +10%
SCCM
206
Schafer Cullen Capital Management
New York
$1.92M -$1.72M -50,630 -47%
TIM
207
Triad Investment Management
California
$1.91M -$27.1K -800 -1%
OAM
208
Optimal Asset Management
California
$1.89M
URS
209
Utah Retirement Systems
Utah
$1.89M +$354K +10,451 +23%
UIM
210
USS Investment Management
United Kingdom
$1.88M -$293K -8,634 -13%
ProShare Advisors
211
ProShare Advisors
Maryland
$1.81M +$221K +6,521 +14%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$1.79M -$36.6K -1,078 -2%
TAM
213
Trillium Asset Management
Massachusetts
$1.75M -$67.3K -1,986 -4%
CWM
214
CIBC World Markets
New York
$1.74M +$774K +22,822 +80%
ETM
215
Euclidean Technologies Management
Washington
$1.74M -$38.5K -1,136 -2%
State of Tennessee, Department of Treasury
216
State of Tennessee, Department of Treasury
Tennessee
$1.7M -$2.18M -64,340 -56%
AT
217
AMF Tjänstepension
Sweden
$1.7M -$218K -6,441 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
218
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.69M +$539K +15,901 +47%
OC
219
Oppenheimer & Co
New York
$1.65M +$83K +2,449 +5%
VIA
220
Vident Investment Advisory
Georgia
$1.65M -$201K -5,919 -11%
TPSF
221
Texas Permanent School Fund
Texas
$1.61M +$1.21M +35,542 +303%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$1.6M +$206K +6,066 +15%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$1.6M +$578K +17,041 +57%
Handelsbanken Fonder
224
Handelsbanken Fonder
Sweden
$1.57M +$1.57M +46,157 New
AFAS
225
Acorn Financial Advisory Services
Virginia
$1.56M +$360K +10,622 +30%

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.