Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Borgwarner Inc (BWA)

704 + 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
↑ +45
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — BWA

Based on 710 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
710 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 — +26% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+26% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 52% buying

359 buying333 selling
Last quarter: 359 funds bought or added vs 333 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 — ~117 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 106 → 122 → 114 → 117. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
441 out of 710 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.
➡️

Steady discovery — ~117 new funds/quarter

87 → 106 → 122 → 114 → 117 new funds/Q
New funds entering each quarter: 106 → 122 → 114 → 117. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 23% newcomers

■ 69% veterans ■ 8% 1-2yr ■ 23% new
Entry-cohort mix of 727 holders: 505 (69%) are 2+ year veterans, 57 entered 1–2 years ago, and 165 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
56 of 704 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — BWA

In 2026 Q1, 359 hedge funds were net buyers of BWA (117 opened a new position, 242 added to an existing one), while 333 reduced or exited (261 trimmed, 72 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in BWA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 710.

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

-- --

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

Is It Too Late to Buy Borgwarner Inc (BWA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BWA has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
BWA
+32.4%
XLY
+7.5%

BWA outperformed XLY by +24.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BWA
+13.9%
XLY
+0.5%

Since the filing became public, BWA outperformed XLY by +13.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 5 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BWA
704 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 704 665 5.86%
13F Shares 209M 216M -3.33%
Total Value $10.68B $9.68B 10.29%
New Positions 115 114 +1
Increased Positions 240 217 +23
Closed Positions 76 76 -
Reduced Positions 253 242 +11
Total Calls 12 9 33.33%
Total Puts 10 7 42.86%
PUT/CALL Ratio 0.83 0.78 Neutral

Statistics: BWA

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Institutional Holders (2026 Q1)

704 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantedge Capital Pte Ltd 10.44% 351,800 $19.1M
2 Kopion Asset Management, LLC 5.11% 121,014 $6.6M
3 Drum Hill Capital, LLC 4.98% 99,964 $5.4M
4 MAC Alpha Capital Management, LP 4.92% 155,558 $8.4M
5 Barnes Dennig Private Wealth Management LLC 4.62% 86,024 $4.7M
6 Arbor Wealth Advisors LLC 4.14% 108,718 $5.9M
7 Towle & Co 2.89% 137,353 $7.5M
8 Vivaldi Capital Management LP 2.57% 343,010 $18.6M
9 Leith Wheeler Investment Counsel Ltd. 2.21% 492,802 $26.7M
10 Edmp, INC. 2.12% 48,442 $2.6M
11 Masters Capital Management LLC 1.79% 1,000,000 $54.3M
12 Ethos Capital Management, Inc. 1.73% 37,251 $2.0M
13 Albar Capital Partners LLP 1.38% 157,541 $8.5M
14 Beartown Capital Management, LLC 1.30% 50,000 $2.7M
15 Clean Yield Group 1.14% 74,960 $4.1M
16 Oribel Capital Management, LP 1.03% 429,100 $23.3M
17 Oribel Capital Management, LP 1.03% 429,100 $23.3M
18 Long Road Investment Counsel, LLC 1.00% 47,030 $2.6M
19 Osborne Partners Capital Management, LLC 1.00% 348,616 $18.9M
20 Dean Capital Management 0.95% 42,312 $2.3M
21 Silvercrest Asset Management Group LLC 0.93% 2,380,293 $129.2M
22 Aventail Capital Group, LP 0.92% 355,404 $19.3M
23 Olympiad Research LP 0.89% 5,376 $292K
24 Distillate Capital Partners LLC 0.88% 309,292 $16.8M
25 Earnest Partners LLC 0.85% 3,778,669 $205.0M
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 — 4 quarters in a row: For 4 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 — 52% buying: Last quarter: 359 funds bought or added vs 333 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 — 41% AUM from top-100 funds: 56 of 704 holders are among the 100 largest funds by AUM, controlling 41% 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?

62% of holders stayed for 2+ years: 441 out of 710 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.

Is it too late to buy Borgwarner Inc (BWA) following the 2026 Q1 hedge fund 13F filings?

As of today, BWA has moved +13.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.5% for the XLY sector ETF — an outperformance of +13.4%. Since the quarter end (March 31, 2026), BWA has gained +32.4% vs +7.5% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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