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BorgWarner
BWA

Overview Fund Activity

651 hedge funds and large institutions have $7.72B invested in BorgWarner in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 219 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-23
Holders Change %
-3.41%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
219
Reduced
281
Closed
98
Calls
$49.8M
Puts
$41.3M
Net Calls
+$8.49M
Net Calls Change
-$40.8M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$169M
2
Victory Capital Management
Victory Capital Management
Texas
$455M
3
Citadel Advisors
Citadel Advisors
Florida
$150M
4
Millennium Management
Millennium Management
New York
$71.9M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
$151M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$137M
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$23.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$1.4M -$118K -3,411 -8%
MLM
252
Mount Lucas Management
Pennsylvania
$1.39M -$124K -3,556 -8%
Stifel Financial
253
Stifel Financial
Missouri
$1.38M -$3.25M -93,570 -70%
Corient Private Wealth
254
Corient Private Wealth
Florida
$1.37M -$135K -3,891 -9%
Bessemer Group
255
Bessemer Group
New Jersey
$1.36M +$648K +18,640 +91%
TAF
256
Tredje AP-fonden
Sweden
$1.34M – – –
CB
257
Community Bank
New York
$1.34M +$65.6K +1,890 +5%
Skandinaviska Enskilda Banken (SEB)
258
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.34M – – –
X
259
Xponance
Pennsylvania
$1.29M +$65K +1,871 +5%
YCM
260
Yousif Capital Management
Michigan
$1.28M -$84.4K -2,430 -6%
TI
261
Tidal Investments
Wisconsin
$1.25M +$218K +6,278 +21%
CA
262
CGN Advisors
Kansas
$1.22M +$178K +5,134 +17%
BFM
263
Boothbay Fund Management
New York
$1.22M +$867K +24,961 +246%
Wellington Management Group
264
Wellington Management Group
Massachusetts
$1.22M -$58.6M -1,685,552 -98%
LF
265
LifePlan Financial
Minnesota
$1.2M +$118K +3,383 +11%
BWG
266
Boomfish Wealth Group
Georgia
$1.19M +$41.2K +1,186 +4%
TPWM
267
Twelve Points Wealth Management
Massachusetts
$1.18M +$167K +4,798 +16%
CA
268
CSM Advisors
Pennsylvania
$1.17M -$3.69M -106,310 -76%
1832 Asset Management
269
1832 Asset Management
Ontario, Canada
$1.15M -$30.7K -884 -3%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$1.15M +$162K +4,650 +16%
DnB Asset Management
271
DnB Asset Management
Norway
$1.15M -$1.09M -31,383 -49%
NAM
272
Nexpoint Asset Management
Texas
$1.14M +$1.14M +32,750 New
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$1.13M +$11.6K +335 +1%
DekaBank Deutsche Girozentrale
274
DekaBank Deutsche Girozentrale
Germany
$1.11M -$15M -433,865 -93%
RGI
275
River Global Investors
United Kingdom
$1.11M -$725K -20,858 -40%
9 10
11
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