BorgWarner
535 hedge funds and large institutions have $11.1B invested in BorgWarner in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 192 reducing their positions, and 41 closing their positions.
93% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 41
88% more call options, than puts
Call options by funds: $46.5M | Put options by funds: $24.8M
6% more funds holding
Funds holding: 505 → 535 (+30)
3% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 192
1% more capital invested
Capital invested by funds: $11B → $11.1B (+$147M)
2.53% less ownership
Funds ownership: 103.52% → 100.99% (-2.5%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$172M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$138M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$109M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$53.2M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$305M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$232M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$161M |
| 4 |
JP Morgan Chase
New York
|
-$127M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$89.5M |
BWA Hedge Fund Activity: Q4 2014 in Review
535 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2014, worth a combined $11.1B — up 1.3% from $11B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new BWA positions and 41 closed out — a net gain of 38 holders — while 197 added to existing stakes and 192 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $172M. The largest seller was Winslow Capital Management, cutting an estimated $305M.
- 535 institutional investors held BorgWarner (BWA) as of Q4 2014, up from 505 in Q3 2014.
- Funds reported $11.1B of BorgWarner stock for Q4 2014, up 1.3% quarter-over-quarter.
- 79 funds opened new BorgWarner positions in Q4 2014 and 41 closed out, a net change of +38 holders.
- The largest BorgWarner buyer in Q4 2014 was Goldman Sachs, an estimated $172M added.
- The largest BorgWarner seller in Q4 2014 was Winslow Capital Management, an estimated $305M sold.
Based on aggregated 13F filings for Q4 2014.