BorgWarner
457 hedge funds and large institutions have $8.53B invested in BorgWarner in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 156 increasing their positions, 196 reducing their positions, and 93 closing their positions.
0.19% less ownership
Funds ownership: 103.2% → 103.01% (-0.19%)
12% less funds holding
Funds holding: 519 → 457 (-62)
20% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 196
27% less capital invested
Capital invested by funds: $11.7B → $8.53B (-$3.15B)
41% less call options, than puts
Call options by funds: $21.9M | Put options by funds: $37.2M
63% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 93
88% less funds holding in top 10
Funds holding in top 10: 8 → 1 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$560M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$217M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$84.8M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$81.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$64.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$175M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$165M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$148M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$96.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$81.6M |
BWA Hedge Fund Activity: Q3 2015 in Review
457 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q3 2015, worth a combined $8.53B — down 27% from $11.7B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of BWA and 34 opened new positions — a net loss of 59 holders — while 196 trimmed existing stakes and 156 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $560M. The largest seller was William Blair & Company, cutting an estimated $175M.
- 457 institutional investors held BorgWarner (BWA) as of Q3 2015, down from 519 in Q2 2015.
- Funds reported $8.53B of BorgWarner stock for Q3 2015, down 27% quarter-over-quarter.
- 34 funds opened new BorgWarner positions in Q3 2015 and 93 closed out, a net change of -59 holders.
- The largest BorgWarner buyer in Q3 2015 was T. Rowe Price Associates, an estimated $560M added.
- The largest BorgWarner seller in Q3 2015 was William Blair & Company, an estimated $175M sold.
Based on aggregated 13F filings for Q3 2015.