Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Borgwarner Inc (BWA)

807 + Investors. Track Smart Money conviction in BWA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +106
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — BWA

Based on 819 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added BWA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
819 hedge funds hold BWA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+233 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

425 buying378 selling
Last quarter: 425 funds bought or added vs 378 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+68 vs last Q)

new funds entering per quarter
Funds opening a new BWA position: 123 → 114 → 118 → 186. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
481 out of 819 hedge funds have held BWA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +29% but shares only +11% — price-driven

Value
+28%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

108 → 123 → 114 → 118 → 186 new funds/Q
New funds entering each quarter: 123 → 114 → 118 → 186. A growing number of institutions are discovering BWA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 850 holders: 576 (68%) are 2+ year veterans, 69 entered 1–2 years ago, and 205 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
61 of 812 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BWA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWA

In 2026 Q2, 425 hedge funds were net buyers of BWA (186 opened a new position, 239 added to an existing one), while 378 reduced or exited (298 trimmed, 80 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in BWA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +106 funds (more new holders than closures). Total institutional holders: 819.

Hedge Fund Ownership: BWA

How many hedge funds hold BWA — quarterly history vs. share price
Quarterly hedge fund ownership of BWA vs. share price

Market Analysis: BWA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 9 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BWA
807 + Investors

Track Smart Money conviction in BWA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 807 713 13.18%
13F Shares 218M 211M 3.35%
Total Value $13.62B $10.76B 26.62%
New Positions 185 118 +67
Increased Positions 233 241 -8
Closed Positions 84 71 +13
Reduced Positions 292 257 +35
Total Calls 24 12 100.0%
Total Puts 14 10 40.0%
PUT/CALL Ratio 0.58 0.83 Bullish

Statistics: BWA

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Institutional Holders (2026 Q2)

807 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Drum Hill Capital, LLC 6.46% 95,292 $6.3M
2 ACK Asset Management LLC 4.65% 600,000 $39.8M
3 Arbor Wealth Advisors LLC 4.41% 108,718 $7.2M
4 Barnes Dennig Private Wealth Management LLC 4.40% 82,872 $5.5M
5 Gallo Partners, LP 3.41% 23,145 $1.5M
6 Quantedge Capital Pte Ltd 3.14% 62,300 $4.1M
7 Kopion Asset Management, LLC 2.91% 69,428 $4.6M
8 MAC Alpha Capital Management, LP 2.90% 94,400 $6.3M
9 Leith Wheeler Investment Counsel Ltd. 2.68% 531,201 $35.3M
10 Moon Capital Management LP 2.52% 56,224 $3.7M
11 Towle & Co 2.47% 109,871 $7.3M
12 Blue Jean Financial LLC 2.33% 50,508 $3.4M
13 Edmp, INC. 2.31% 43,271 $2.9M
14 Samlyn Capital, LLC 2.07% 1,917,390 $127.3M
15 Ethos Capital Management, Inc. 2.06% 43,644 $2.9M
16 RBA Wealth Management, LLC 1.98% 81,394 $5.4M
17 Covalis Capital LLP 1.93% 514,287 $34.1M
18 Tribune Investment Group LP 1.39% 51,680 $3.4M
19 Hill City Capital, LP 1.36% 802,170 $53.3M
20 Dupree Financial Group, LLC 1.34% 53,937 $3.6M
21 Turas Capital Management LP 1.28% 42,100 $2.8M
22 Clean Yield Group 1.19% 72,057 $4.8M
23 Long Road Investment Counsel, LLC 1.15% 47,030 $3.1M
24 Peak Financial Advisors LLC 1.03% 37,405 $2.5M
25 Merewether Investment Management, LP 1.00% 801,595 $53.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Borgwarner Inc (BWA)

What does the Smart Money Trend signal show for BWA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BWA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWA?

Slight buying edge — 53% buying: Last quarter: 425 funds bought or added vs 378 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BWA holders?

Elite ownership — 53% AUM from top-100 funds: 61 of 812 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BWA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BWA?

59% of holders stayed for 2+ years: 481 out of 819 hedge funds have held BWA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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