BorgWarner
509 hedge funds and large institutions have $13.9B invested in BorgWarner in 2014 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 170 increasing their positions, 203 reducing their positions, and 31 closing their positions.
97% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 31
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
7% more capital invested
Capital invested by funds: $12.9B → $13.9B (+$943M)
6% more funds holding
Funds holding: 482 → 509 (+27)
1.1% more ownership
Funds ownership: 104.54% → 105.63% (+1.1%)
12% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $25.8M
16% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 203
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$179M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$122M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$113M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$108M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$71.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$76M |
| 2 |
Neuberger Berman Group
New York
|
-$52.3M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$51.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$40.5M |
| 5 |
Calamos Advisors
Naperville,
Illinois
|
-$38.1M |
BWA Hedge Fund Activity: Q2 2014 in Review
509 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2014, worth a combined $13.9B — up 7.3% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new BWA positions and 31 closed out — a net gain of 30 holders — while 170 added to existing stakes and 203 trimmed.
The largest buyer was Norges Bank, adding an estimated $179M. The largest seller was Artisan Partners, cutting an estimated $76M.
- 509 institutional investors held BorgWarner (BWA) as of Q2 2014, up from 482 in Q1 2014.
- Funds reported $13.9B of BorgWarner stock for Q2 2014, up 7.3% quarter-over-quarter.
- 61 funds opened new BorgWarner positions in Q2 2014 and 31 closed out, a net change of +30 holders.
- The largest BorgWarner buyer in Q2 2014 was Norges Bank, an estimated $179M added.
- The largest BorgWarner seller in Q2 2014 was Artisan Partners, an estimated $76M sold.
Based on aggregated 13F filings for Q2 2014.