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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
VRS
301
Virginia Retirement Systems
Virginia
$942K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
302
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$942K +$653K +19,198 +260%
MAM
303
Mastrapasqua Asset Management
Tennessee
$934K -$176K -5,164 -16%
Two Sigma Advisers
304
Two Sigma Advisers
New York
$930K +$893K +26,242 New
VI
305
Versor Investments
New York
$881K +$846K +24,878 New
M&T Bank
306
M&T Bank
New York
$880K +$51.8K +1,522 +7%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$879K – – –
SC
308
Searle & Co
Connecticut
$853K – – –
EI
309
EDMP Inc
Florida
$852K +$159K +4,678 +24%
BCIM
310
British Columbia Investment Management
British Columbia, Canada
$849K -$94K -2,765 -10%
VPIM
311
Vanguard Personalized Indexing Management
California
$845K -$112K -3,290 -12%
DI
312
Diligent Investors
California
$831K -$61.8K -1,818 -7%
MWM
313
Moran Wealth Management
Florida
$819K +$786K +23,109 New
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$817K +$216K +6,342 +38%
Mariner
315
Mariner
Kansas
$810K +$231K +6,792 +42%
CB
316
Community Bank
New York
$807K +$3.54K +104 +0.5%
Creative Planning
317
Creative Planning
Kansas
$806K +$206K +6,053 +36%
MML Investors Services
318
MML Investors Services
Massachusetts
$803K +$45.5K +1,339 +6%
AAS
319
Avantax Advisory Services
Texas
$799K +$57.1K +1,680 +8%
PFO
320
Pathstone Family Office
New Jersey
$789K +$500K +14,695 +108%
BWM
321
Baron Wealth Management
Michigan
$789K +$757K +22,266 New
TPWM
322
Twelve Points Wealth Management
Massachusetts
$782K -$210K -6,179 -22%
SAM
323
Securian Asset Management
Minnesota
$771K -$1.94K -57 -0.3%
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$750K – – –
KRS
325
Kentucky Retirement Systems
Kentucky
$749K +$3.13K +92 +0.4%
11 12
13
14 15

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.