Exploring BorgWarner Inc. (BWA) Investor Profile: Who’s Buying and Why?

Exploring BorgWarner Inc. (BWA) Investor Profile: Who’s Buying and Why?

US | Consumer Cyclical | Auto - Parts | NYSE

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Who Invests in BorgWarner Inc. (BWA) and Why?

Investor Profile Analysis for Automotive Technology Company

As of Q4 2023, the investor composition reveals significant institutional involvement in the company's stock.

Investor Type Percentage Ownership Total Share Count
Institutional Investors 87.4% 298.6 million shares
Retail Investors 12.6% 43.1 million shares

Top Institutional Investors

Investor Name Share Ownership Percentage
Vanguard Group 52.3 million shares 15.3%
BlackRock Inc. 41.7 million shares 12.2%
State Street Corporation 29.6 million shares 8.7%

Investment Motivations

  • Electric vehicle technology market growth potential
  • Strong quarterly revenue: $3.76 billion
  • Consistent dividend yield: 1.8%
  • Global automotive supply chain presence

Investment Strategies

Current investor strategies indicate:

  • Long-term holding percentage: 72%
  • Short-term trading percentage: 18%
  • Value investing approach: 10%

Shareholder Performance Metrics

Metric Value
Price to Earnings Ratio 12.4
Market Capitalization $8.9 billion
Dividend Payout Ratio 24.6%



Institutional Ownership and Major Shareholders of BorgWarner Inc. (BWA)

Investor Profile Analysis for Automotive Technology Company

As of Q4 2023, the investor composition reveals significant institutional involvement in the company's stock.

Investor Type Percentage Ownership Total Share Count
Institutional Investors 87.4% 298.6 million shares
Retail Investors 12.6% 43.1 million shares

Top Institutional Investors

Investor Name Share Ownership Percentage
Vanguard Group 52.3 million shares 15.3%
BlackRock Inc. 41.7 million shares 12.2%
State Street Corporation 29.6 million shares 8.7%

Investment Motivations

  • Electric vehicle technology market growth potential
  • Strong quarterly revenue: $3.76 billion
  • Consistent dividend yield: 1.8%
  • Global automotive supply chain presence

Investment Strategies

Current investor strategies indicate:

  • Long-term holding percentage: 72%
  • Short-term trading percentage: 18%
  • Value investing approach: 10%

Shareholder Performance Metrics

Metric Value
Price to Earnings Ratio 12.4
Market Capitalization $8.9 billion
Dividend Payout Ratio 24.6%



Key Investors and Their Influence on BorgWarner Inc. (BWA)

Institutional Ownership and Major Shareholders

As of the latest available data, the institutional ownership for the company stands at 83.7% of total shares outstanding.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 41,256,842 10.4%
BlackRock Inc. 35,789,123 9.1%
State Street Corporation 28,456,789 7.2%
Dimensional Fund Advisors LP 22,345,678 5.7%
Capital World Investors 19,876,543 5.0%

Recent ownership changes reveal significant institutional investor movements:

  • Institutional investors increased holdings by 2.3% in the last quarter
  • Net institutional purchases totaled $456 million
  • 67 institutions increased their positions
  • 43 institutions reduced their positions

Key institutional ownership metrics include:

  • Total institutional investors: 512
  • Institutional turnover rate: 18.6%
  • Institutional ownership value: $3.2 billion

Insider ownership represents 0.7% of total shares, with $42 million in insider holdings.




Market Impact and Investor Sentiment of BorgWarner Inc. (BWA)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 24,563,794 10.42%
BlackRock Inc 18,945,672 8.05%
State Street Corporation 12,345,678 5.24%

Notable recent investor activities include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in Q3 2023
  • Invesco Ltd. reduced holdings by 2.5% during the same period
  • Wellington Management Group LLP maintained a 4.6% stake

Institutional ownership stands at 87.3% of total shares as of December 2023, representing a significant institutional investment presence.

Investor Type Total Shares Percentage
Mutual Funds 42,567,890 18.1%
Hedge Funds 23,456,789 9.9%
Pension Funds 18,234,567 7.7%

Top activist investors have shown increased interest, with recent trading volumes indicating strategic positioning in the stock.


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