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BorgWarner
BWA

649 hedge funds and large institutions have $8.41B invested in BorgWarner in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 235 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

52% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $25.6M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more capital invested

Capital invested by funds: $6.8B → $8.41B (+$1.61B)

11% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 212

8% more funds holding

Funds holding: 601 → 649 (+48)

1.51% more ownership

Funds ownership: 104.14% → 105.65% (+1.5%)

Holders
649
Holders Change
+48
Holders Change %
+7.99%
% of All Funds
10.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
120
Increased
235
Reduced
212
Closed
64
Calls
$38.9M
Puts
$25.6M
Net Calls
+$13.3M
Net Calls Change
-$865K

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$48.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28.8M
3
BlackRock
BlackRock
New York
+$27.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$21.9M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$70.4M
2
KP
Kiltearn Partners
United Kingdom
-$49.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.6M
4
UBS AM
UBS AM
Illinois
-$34.3M
5
American Century Companies
American Century Companies
Missouri
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
226
Guggenheim Capital
Illinois
$1.8M +$382K +11,233 +28%
YCM
227
Yousif Capital Management
Michigan
$1.76M -$8.03K -236 -0.5%
HW
228
Hancock Whitney
Mississippi
$1.75M -$20.9K -615 -1%
TCM
229
Teza Capital Management
Illinois
$1.69M -$903K -26,546 -36%
URS
230
Utah Retirement Systems
Utah
$1.67M -$46.4K -1,363 -3%
US Bancorp
231
US Bancorp
Minnesota
$1.66M -$106K -3,107 -6%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$1.66M +$2.99K +88 +0.2%
AFAS
233
Acorn Financial Advisory Services
Virginia
$1.63M -$16.9K -498 -1%
EAM
234
Eagle Asset Management
Florida
$1.63M -$476 -14 -0%
LPL Financial
235
LPL Financial
California
$1.6M -$132K -3,868 -8%
IG
236
ING Group
Netherlands
$1.6M +$104K +3,059 +7%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$131K +3,864 +9%
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M +$191K +5,611 +14%
JIC
239
Johnson Investment Counsel
Ohio
$1.58M +$106K +3,121 +8%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$1.56M +$2.14K +63 +0.1%
H
241
HoyleCohen
California
$1.52M -$261K -7,668 -15%
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$1.5M -$77.5K -2,280 -5%
LCM
243
Logan Capital Management
Pennsylvania
$1.49M – – –
OC
244
Oppenheimer & Co
New York
$1.48M -$35K -1,029 -2%
QCM
245
Quantinno Capital Management
New York
$1.47M +$118K +3,470 +9%
AC
246
Arjuna Capital
North Carolina
$1.46M +$1.41M +41,312 New
X
247
Xponance
Pennsylvania
$1.45M +$157K +4,616 +13%
LI
248
LMCG Investments
Massachusetts
$1.44M -$116K -3,418 -8%
Handelsbanken Fonder
249
Handelsbanken Fonder
Sweden
$1.42M – – –
NYLIM
250
New York Life Investment Management
New York
$1.41M +$11.5K +338 +0.9%
8 9
10
11 12

BWA Hedge Fund Activity: Q4 2022 in Review

649 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2022, worth a combined $8.41B — up 24% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new BWA positions and 64 closed out — a net gain of 56 holders — while 235 added to existing stakes and 212 trimmed.

The largest buyer was Norges Bank, adding an estimated $48.6M. The largest seller was Black Creek Investment Management, cutting an estimated $70.4M.

  • 649 institutional investors held BorgWarner (BWA) as of Q4 2022, up from 601 in Q3 2022.
  • Funds reported $8.41B of BorgWarner stock for Q4 2022, up 24% quarter-over-quarter.
  • 120 funds opened new BorgWarner positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest BorgWarner buyer in Q4 2022 was Norges Bank, an estimated $48.6M added.
  • The largest BorgWarner seller in Q4 2022 was Black Creek Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q4 2022.