BorgWarner
444 hedge funds and large institutions have $7.73B invested in BorgWarner in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 164 reducing their positions, and 62 closing their positions.
119% more call options, than puts
Call options by funds: $33.6M | Put options by funds: $15.4M
2.3% more ownership
Funds ownership: 102.39% → 104.69% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 164
2% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 62
1% less funds holding
Funds holding: 450 → 444 (-6)
11% less capital invested
Capital invested by funds: $8.73B → $7.73B (-$1B)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$112M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$44.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.6M |
| 4 |
JP Morgan Chase
New York
|
+$37.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$70.2M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$64.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$60.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$41.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$41.5M |
BWA Hedge Fund Activity: Q1 2016 in Review
444 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2016, worth a combined $7.73B — down 11% from $8.73B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of BWA and 61 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 164 added.
The largest buyer was Capital Research Global Investors, adding an estimated $112M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $70.2M sold.
- 444 institutional investors held BorgWarner (BWA) as of Q1 2016, down from 450 in Q4 2015.
- Funds reported $7.73B of BorgWarner stock for Q1 2016, down 11% quarter-over-quarter.
- 61 funds opened new BorgWarner positions in Q1 2016 and 62 closed out, a net change of -1 holder.
- The largest BorgWarner buyer in Q1 2016 was Capital Research Global Investors, an estimated $112M added.
- The largest BorgWarner seller in Q1 2016 was TimesSquare Capital Management, an estimated $70.2M sold.
Based on aggregated 13F filings for Q1 2016.