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BorgWarner

523 hedge funds and large institutions have $7.27B invested in BorgWarner in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 191 increasing their positions, 190 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

12% more capital invested

Capital invested by funds: $6.48B → $7.27B (+$793M)

1% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 190

0% more funds holding

Funds holding: 523523 (0)

0.01% less ownership

Funds ownership: 103.57%103.56% (-0.01%)

62% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $35.7M

Holders
523
Holders Change
Holders Change %
0%
% of All Funds
11.32%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
62
Increased
191
Reduced
190
Closed
54
Calls
$13.5M
Puts
$35.7M
Net Calls
-$22.2M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$852M +$7.82M +226,013 +0.9%
BlackRock
2
BlackRock
New York
$564M -$42M -1,213,448 -7%
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$382M +$1.31M +37,954 +0.3%
State Street
4
State Street
Massachusetts
$340M +$9.03M +261,137 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$277M +$7.81M +225,656 +3%
Harris Associates
6
Harris Associates
Illinois
$251M -$4.61M -133,291 -2%
ATO
7
Alecta Tjanstepension Omsesidigt
Sweden
$233M +$20.8M +602,080 +10%
BCIM
8
Black Creek Investment Management
Ontario, Canada
$227M +$31.4M +907,318 +16%
Victory Capital Management
9
Victory Capital Management
Texas
$198M +$12.5M +360,364 +7%
LSV Asset Management
10
LSV Asset Management
Illinois
$192M -$2.35M -67,933 -1%
American Century Companies
11
American Century Companies
Missouri
$158M +$2.85M +82,404 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$156M +$16.3M +470,669 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$121M -$1.53M -44,223 -1%
WRF
14
Waddell & Reed Financial
Kansas
$98.7M +$8.99M +259,960 +10%
TCAM
15
Turtle Creek Asset Management
Ontario, Canada
$98.6M -$3.57M -103,204 -3%
Northern Trust
16
Northern Trust
Illinois
$97.1M -$762K -22,025 -0.8%
Norges Bank
17
Norges Bank
Norway
$82.8M
Invesco
18
Invesco
Georgia
$75.1M +$2.63M +75,955 +4%
Deutsche Bank
19
Deutsche Bank
Germany
$70.4M +$16.2M +467,264 +29%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$70.1M -$31.5M -909,174 -30%
Boston Partners
21
Boston Partners
Massachusetts
$70M -$6.67M -192,945 -9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70M -$294K -8,512 -0.4%
AI
23
Ariel Investments
Illinois
$66.2M -$408K -11,787 -0.6%
Franklin Resources
24
Franklin Resources
California
$64.4M +$20.6K +596 +0%
GLA
25
Great Lakes Advisors
Illinois
$62.5M -$609K -17,612 -0.9%

BWA Hedge Fund Activity: Q1 2019 in Review

523 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q1 2019, worth a combined $7.27B — up 12% from $6.48B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BWA positions and 54 closed out — a net gain of 8 holders — while 191 added to existing stakes and 190 trimmed.

The largest buyer was Black Creek Investment Management, adding an estimated $31.4M. The largest seller was Cornerstone Investment Partners, cutting an estimated $47.4M.

  • 523 institutional investors held BorgWarner (BWA) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $7.27B of BorgWarner stock for Q1 2019, up 12% quarter-over-quarter.
  • 62 funds opened new BorgWarner positions in Q1 2019 and 54 closed out, a net change of +8 holders.
  • The largest BorgWarner buyer in Q1 2019 was Black Creek Investment Management, an estimated $31.4M added.
  • The largest BorgWarner seller in Q1 2019 was Cornerstone Investment Partners, an estimated $47.4M sold.

Based on aggregated 13F filings for Q1 2019.