BorgWarner
677 hedge funds and large institutions have $8.08B invested in BorgWarner in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 215 increasing their positions, 278 reducing their positions, and 108 closing their positions.
262% more call options, than puts
Call options by funds: $68.1M | Put options by funds: $18.8M
3% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 108
0.78% more ownership
Funds ownership: 95.19% → 95.97% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 682 → 677 (-5)
11% less capital invested
Capital invested by funds: $9.05B → $8.08B (-$961M)
23% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$137M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$43.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$35.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$33.9M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$189M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$104M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.5M |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$22.4M |
BWA Hedge Fund Activity: Q4 2023 in Review
677 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BorgWarner (BWA) for Q4 2023, worth a combined $8.08B — down 11% from $9.05B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new BWA positions and 108 closed out — a net gain of 3 holders — while 215 added to existing stakes and 278 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $137M. The largest seller was Macquarie Group, cutting an estimated $189M.
- 677 institutional investors held BorgWarner (BWA) as of Q4 2023, down from 682 in Q3 2023.
- Funds reported $8.08B of BorgWarner stock for Q4 2023, down 11% quarter-over-quarter.
- 111 funds opened new BorgWarner positions in Q4 2023 and 108 closed out, a net change of +3 holders.
- The largest BorgWarner buyer in Q4 2023 was Morgan Stanley, an estimated $137M added.
- The largest BorgWarner seller in Q4 2023 was Macquarie Group, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2023.