BorgWarner
630 hedge funds and large institutions have $11B invested in BorgWarner in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 223 increasing their positions, 220 reducing their positions, and 52 closing their positions.
119% more call options, than puts
Call options by funds: $51.9M | Put options by funds: $23.8M
79% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 52
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 595 → 630 (+35)
5% more capital invested
Capital invested by funds: $10.5B → $11B (+$488M)
1% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 220
0.65% less ownership
Funds ownership: 107.44% → 106.79% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$198M |
| 2 |
BlackRock
New York
|
+$124M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$26.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$25.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$39.7M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$32.7M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$32.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$31.4M |
BWA Hedge Fund Activity: Q2 2021 in Review
630 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q2 2021, worth a combined $11B — up 4.7% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BWA positions and 52 closed out — a net gain of 41 holders — while 223 added to existing stakes and 220 trimmed.
The largest buyer was Macquarie Group, adding an estimated $198M. The largest seller was Fidelity Investments, cutting an estimated $116M.
- 630 institutional investors held BorgWarner (BWA) as of Q2 2021, up from 595 in Q1 2021.
- Funds reported $11B of BorgWarner stock for Q2 2021, up 4.7% quarter-over-quarter.
- 93 funds opened new BorgWarner positions in Q2 2021 and 52 closed out, a net change of +41 holders.
- The largest BorgWarner buyer in Q2 2021 was Macquarie Group, an estimated $198M added.
- The largest BorgWarner seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2021.