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BorgWarner
BWA

Overview Fund Activity

705 hedge funds and large institutions have $10.7B invested in BorgWarner in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 259 increasing their positions, 223 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+58
Holders Change %
+8.96%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
126
Increased
259
Reduced
223
Closed
62
Calls
$32.9M
Puts
$23.3M
Net Calls
+$9.56M
Net Calls Change
-$3.77M

Top Buyers

1
Millennium Management
Millennium Management
New York
$152M
2
UBS AM
UBS AM
Illinois
$58.9M
3
CVA
Ceredex Value Advisors
Florida
$78.4M
4
Holocene Advisors
Holocene Advisors
New York
$30.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$60.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$241M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$266M
3
Victory Capital Management
Victory Capital Management
Texas
$435M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$106M
5
Harris Associates
Harris Associates
Illinois
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
301
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M -$182K -4,204 -13%
MAM
302
Mastrapasqua Asset Management
Tennessee
$1.24M +$105K +2,428 +9%
Public Employees Retirement Association of Colorado
303
Public Employees Retirement Association of Colorado
Colorado
$1.24M – – –
AAM
304
Azzad Asset Management
Virginia
$1.24M +$1.24M +28,627 New
SC
305
Scotia Capital
Ontario, Canada
$1.23M -$333K -7,705 -21%
IRC
306
Investors Research Corp
Georgia
$1.21M – – –
OQS
307
Occudo Quantitative Strategies
Florida
$1.21M +$1.21M +27,974 New
YMRC
308
Yorktown Management & Research Company
Virginia
$1.21M +$1.21M +27,889 New
CB
309
Commerce Bank
Missouri
$1.2M -$13.3K -307 -1%
Los Angeles Capital Management
310
Los Angeles Capital Management
California
$1.19M -$62K -1,435 -5%
FRM
311
Fox Run Management
Connecticut
$1.16M +$1.16M +26,731 New
WG
312
Winton Group
United Kingdom
$1.14M +$1.14M +26,443 New
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$1.14M +$1.14M +26,388 New
LAM
314
L2 Asset Management
Massachusetts
$1.12M +$1.12M +25,937 New
SPC
315
Sigma Planning Corp
Michigan
$1.12M +$831K +19,215 +286%
TPWM
316
Twelve Points Wealth Management
Massachusetts
$1.12M +$164K +3,790 +17%
IA
317
IFP Advisors
Florida
$1.1M -$1.65M -29,347 -60%
Creative Planning
318
Creative Planning
Kansas
$1.09M +$107K +2,468 +11%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$1.07M – – –
MWM
320
Moran Wealth Management
Florida
$1.06M +$62.6K +1,448 +6%
PFG
321
PAX Financial Group
Texas
$1.06M -$467K -10,795 -31%
VPIM
322
Vanguard Personalized Indexing Management
California
$1.04M +$12.5K +289 +1%
EI
323
EDMP Inc
Florida
$1.04M +$951 +22 +0.1%
BCIM
324
British Columbia Investment Management
British Columbia, Canada
$1.04M – – –
AAS
325
Avantax Advisory Services
Texas
$1.03M +$55.8K +1,291 +6%
11 12
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