BorgWarner
505 hedge funds and large institutions have $11B invested in BorgWarner in 2014 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 214 reducing their positions, and 56 closing their positions.
206% more call options, than puts
Call options by funds: $26.3M | Put options by funds: $8.61M
0% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 56
1% less funds holding
Funds holding: 509 → 505 (-4)
2.11% less ownership
Funds ownership: 105.63% → 103.52% (-2.1%)
21% less capital invested
Capital invested by funds: $13.9B → $11B (-$2.9B)
21% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 214
44% less funds holding in top 10
Funds holding in top 10: 18 → 10 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$87.7M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$64.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$63.8M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$61.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$161M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$150M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$148M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$56.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$54.6M |
BWA Hedge Fund Activity: Q3 2014 in Review
505 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2014, worth a combined $11B — down 21% from $13.9B a quarter earlier.
Fund positioning in BWA was balanced in Q3 2014: 56 funds opened new positions, 56 closed out, 168 added to existing stakes and 214 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $87.7M. The largest seller was Artisan Partners, cutting an estimated $161M.
- 505 institutional investors held BorgWarner (BWA) as of Q3 2014, down from 509 in Q2 2014.
- Funds reported $11B of BorgWarner stock for Q3 2014, down 21% quarter-over-quarter.
- 56 funds opened new BorgWarner positions in Q3 2014 and 56 closed out, a net change of 0 holders.
- The largest BorgWarner buyer in Q3 2014 was JP Morgan Chase, an estimated $87.7M added.
- The largest BorgWarner seller in Q3 2014 was Artisan Partners, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2014.