BorgWarner
591 hedge funds and large institutions have $8.4B invested in BorgWarner in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 203 increasing their positions, 222 reducing their positions, and 56 closing their positions.
25% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 56
1% more funds holding
Funds holding: 584 → 591 (+7)
9% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 222
2.21% less ownership
Funds ownership: 107.4% → 105.19% (-2.2%)
16% less capital invested
Capital invested by funds: $10B → $8.4B (-$1.6B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
43% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $19.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$126M |
| 2 |
Morgan Stanley
New York
|
+$34.1M |
| 3 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$34M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$32.8M |
| 5 |
O
OppenheimerFunds
New York
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$248M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$121M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$51.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$46.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$40M |
BWA Hedge Fund Activity: Q2 2018 in Review
591 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2018, worth a combined $8.4B — down 16% from $10B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new BWA positions and 56 closed out — a net gain of 14 holders — while 203 added to existing stakes and 222 trimmed.
The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Boston Partners, cutting an estimated $248M.
- 591 institutional investors held BorgWarner (BWA) as of Q2 2018, up from 584 in Q1 2018.
- Funds reported $8.4B of BorgWarner stock for Q2 2018, down 16% quarter-over-quarter.
- 70 funds opened new BorgWarner positions in Q2 2018 and 56 closed out, a net change of +14 holders.
- The largest BorgWarner buyer in Q2 2018 was BlackRock, an estimated $126M added.
- The largest BorgWarner seller in Q2 2018 was Boston Partners, an estimated $248M sold.
Based on aggregated 13F filings for Q2 2018.