BorgWarner
450 hedge funds and large institutions have $8.73B invested in BorgWarner in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 141 increasing their positions, 189 reducing their positions, and 57 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
37% more call options, than puts
Call options by funds: $35.7M | Put options by funds: $26M
2% more capital invested
Capital invested by funds: $8.53B → $8.73B (+$199M)
0.62% less ownership
Funds ownership: 103.01% → 102.39% (-0.62%)
4% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 57
2% less funds holding
Funds holding: 457 → 450 (-7)
25% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$231M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$64.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53.4M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$51.9M |
| 5 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$83.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$80.1M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
-$72.6M |
| 5 |
Neuberger Berman Group
New York
|
-$51M |
BWA Hedge Fund Activity: Q4 2015 in Review
450 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2015, worth a combined $8.73B — up 2.3% from $8.53B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of BWA and 55 opened new positions — a net loss of 2 holders — while 189 trimmed existing stakes and 141 added.
The largest buyer was Goldman Sachs, adding an estimated $231M. The largest seller was Bank of America, cutting an estimated $83.6M.
- 450 institutional investors held BorgWarner (BWA) as of Q4 2015, down from 457 in Q3 2015.
- Funds reported $8.73B of BorgWarner stock for Q4 2015, up 2.3% quarter-over-quarter.
- 55 funds opened new BorgWarner positions in Q4 2015 and 57 closed out, a net change of -2 holders.
- The largest BorgWarner buyer in Q4 2015 was Goldman Sachs, an estimated $231M added.
- The largest BorgWarner seller in Q4 2015 was Bank of America, an estimated $83.6M sold.
Based on aggregated 13F filings for Q4 2015.