Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BORGWARNER INC (BWA)

642 + 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
↑ +34
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — BWA

Based on 629 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (98% of max)

98% of all-time peak
629 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

322 buying306 selling
Last quarter: 322 funds bought or added vs 306 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.
➡️

Steady new buyers — ~109 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 82 → 104 → 114 → 109. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 18% new
412 out of 629 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.
💎

Buying through price weakness — shares +1%, value -25%

Value
-24%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

96 → 82 → 104 → 114 → 109 new funds/Q
New funds entering each quarter: 82 → 104 → 114 → 109. A growing number of institutions are discovering BWA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 21% new
Of 642 current holders: 453 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
43 of 629 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 4 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: BWA
2026 Q1 Stats Unlock in 19 days 642 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 642 611 5.07%
13F Shares 210M 209M 0.93%
Total Value $9.47B $12.61B -24.94%
New Positions 109 116 -7
Increased Positions 231 221 +10
Closed Positions 77 77 -
Reduced Positions 257 223 +34
Total Calls 9 11 -18.18%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.78 0.73 Neutral

Statistics: BWA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

642 + investors

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

Top 25 institutional holders of BWA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kopion Asset Management, LLC 5.11% 121,014 $6.6M
2 Drum Hill Capital, LLC 4.98% 99,964 $5.4M
3 Barnes Dennig Private Wealth Management LLC 4.62% 86,024 $4.7M
4 Arbor Wealth Advisors LLC 4.14% 108,718 $5.9M
5 EDMP, INC. 2.12% 48,442 $2.6M
6 Lipe & Dalton 1.98% 69,550 $4K
7 Ethos Capital Management, Inc. 1.73% 37,251 $2.0M
8 Clean Yield Group 1.14% 74,960 $4.1M
9 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.00% 348,616 $18.9M
10 Parkside Investments, LLC 0.79% 119,655 $6.5M
11 Steigerwald, Gordon & Koch Inc. 0.74% 132,258 $7.2M
12 Kendall Capital Management 0.63% 57,090 $3.1M
13 COOKSON PEIRCE & CO INC 0.60% 259,165 $14.1M
14 Twelve Points Wealth Management LLC 0.55% 45,928 $2.5M
15 WINCAP FINANCIAL LLC 0.55% 15,124 $821K
16 LECAP ASSET MANAGEMENT LTD 0.49% 24,112 $1.3M
17 CHICAGO TRUST Co NA 0.47% 53,693 $2.9M
18 Baron Wealth Management LLC 0.43% 26,607 $1.4M
19 MeadowBrook Investment Advisors LLC 0.39% 8,110 $440K
20 Leeward Investments, LLC - MA 0.32% 121,339 $6.6M
21 FIRST COMMUNITY TRUST NA 0.31% 7,625 $414K
22 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.28% 37,593 $2.0M
23 LifePlan Financial, LLC 0.25% 6,306 $342K
24 Busey Bank 0.25% 169,832 $9.2M
25 Traub Capital Management LLC 0.23% 4,327 $235K
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 — 3 quarters in a row: For 3 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 — 51% buying: Last quarter: 322 funds bought or added vs 306 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 — 49% AUM from top-100 funds: 43 of 629 holders are among the 100 largest funds by AUM, controlling 49% 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?

66% of holders stayed for 2+ years: 412 out of 629 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.