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BorgWarner

501 hedge funds and large institutions have $7.8B invested in BorgWarner in 2016 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

17% more capital invested

Capital invested by funds: $6.63B → $7.8B (+$1.16B)

5% more funds holding

Funds holding: 476501 (+25)

5.1% more ownership

Funds ownership: 100.17%105.28% (+5.1%)

10% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 180

30% less call options, than puts

Call options by funds: $25M | Put options by funds: $35.6M

Holders
501
Holders Change
+25
Holders Change %
+5.25%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
92
Increased
162
Reduced
180
Closed
58
Calls
$25M
Puts
$35.6M
Net Calls
-$10.6M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$771M +$29.3M +909,318 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$617M
Boston Partners
3
Boston Partners
Massachusetts
$402M +$373M +11,568,722 New
State Street
4
State Street
Massachusetts
$392M +$3.48M +107,974 +1%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$328M -$25.1M -778,293 -8%
Harris Associates
6
Harris Associates
Illinois
$314M -$4.71M -146,147 -2%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$293M
BIT
8
BlackRock Institutional Trust
California
$223M +$2.43M +75,263 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$210M +$12.4M +383,044 +7%
BFA
10
BlackRock Fund Advisors
California
$146M +$9.84M +305,236 +8%
KP
11
Kiltearn Partners
United Kingdom
$120M +$41.2M +1,278,687 +59%
Victory Capital Management
12
Victory Capital Management
Texas
$119M +$110M +3,401,116 +16,696%
Norges Bank
13
Norges Bank
Norway
$109M -$10.8M -333,612 -10%
WRF
14
Waddell & Reed Financial
Kansas
$99.2M -$2.43M -75,387 -3%
Northern Trust
15
Northern Trust
Illinois
$95M -$13.5M -418,312 -13%
CIP
16
Cornerstone Investment Partners
Georgia
$86.1M +$16.9M +525,341 +27%
AAMU
17
Amundi Asset Management US
Massachusetts
$82.7M +$76.9M +2,383,237 New
FC
18
Fairpointe Capital
Illinois
$81.8M -$11.7M -362,592 -13%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$81.6M +$3.39M +105,019 +5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$79.3M +$1.93M +59,796 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$78.3M +$3.42M +106,124 +5%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$73.4M +$16.5M +512,469 +32%
Franklin Resources
23
Franklin Resources
California
$69.6M -$1.25M -38,689 -2%
BG
24
BlackRock Group
United Kingdom
$69.3M -$1.58M -48,898 -2%
AI
25
Ariel Investments
Illinois
$69.1M +$3.08M +95,350 +5%

BWA Hedge Fund Activity: Q4 2016 in Review

501 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2016, worth a combined $7.8B — up 17% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BWA positions and 58 closed out — a net gain of 34 holders — while 162 added to existing stakes and 180 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $373M. The largest seller was T. Rowe Price Associates, cutting an estimated $116M.

  • 501 institutional investors held BorgWarner (BWA) as of Q4 2016, up from 476 in Q3 2016.
  • Funds reported $7.8B of BorgWarner stock for Q4 2016, up 17% quarter-over-quarter.
  • 92 funds opened new BorgWarner positions in Q4 2016 and 58 closed out, a net change of +34 holders.
  • The largest BorgWarner buyer in Q4 2016 was Boston Partners, an estimated $373M added.
  • The largest BorgWarner seller in Q4 2016 was T. Rowe Price Associates, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2016.